News, Comment & Analysis results for Archive

New Products
14 April 2026

What’s New In Investments, Funds? – Wellington Management, Intelligence, Bridge Investment Intelligence, Others

The latest news in investment offerings, financial products and other services relevant to wealth...

Financial Results
14 April 2026

Wealth, Asset Management Revenues Rise At Goldman Sachs

While most of the main indictors were positive in terms of growth, the figures appeared to not...

People Moves
14 April 2026

C-Suite Moves For Asia, Europe At Aberdeen Investments

A number of senior executive moves have been announced by the UK-headquartered firm, which operates...

M and A
14 April 2026

Greece's Alpha Bank Signals HNW Ambitions With Acquisition

The Greek bank intends to expand its services to HNW individuals and institutions in the domestic...

Wealth Strategies
14 April 2026

Supply Chain Is Now A Wealth Management Problem

This article looks at how supply chains are facing a range of challenges and how wealth managers...

Strategy
13 April 2026

From The Editor’s Chair: Geopolitics, M&A, Private Market Wobbles And Wealth In Motion

The editor casts his eye back at the tumultuous first quarter of this year and gives a glimpse of...

People Moves
13 April 2026

Julius Baer's CFO To Step Down

The departing CFO will remain with the bank until the year-end to ensure a smooth handover of...

Compliance
13 April 2026

New Liechtenstein-Based Bank Starts Up

The European principality is home to a new bank with a focus on digital assets – added to more...

Investment Strategies
13 April 2026

Middle East Conflict: Wealth Managers Upbeat On Gold, Diversification

After the two-week ceasefire between the US and Iran caused oil prices to slide, wealth managers...

People Moves
13 April 2026

Who’s Moving Where In Wealth Management Sector? – Evelyn Partners

The latest moves and appointments for wealth management roles in the UK, other parts of Europe, the...

Comment & Analysis results for Archive

WM Market Reports
22 March 2023

Tech Traps Wealth Managers Must Avoid 2023

The latest edition of our regular "Tech Traps" reports. ...

Compliance
21 March 2023

Developments In Private Bank RegTech – Views From The Experts

Regulatory technology – software that a private bank has to use in order to produce information...

Alt Investments
21 March 2023

In Tough Times, Private Market Secondaries Can Shine

The venture capital, private equity and other parts of the "private markets" space have been jolted...

Strategy
9 March 2023

Exclusive: Biotech Sector To Take Off In 2023

Swiss-based BB Biotech’s head investment manager, Daniel Koller, talks to this news publication...

Asset Management
6 March 2023

Comgest's Mood Brightens For Europe, Asia Investments

After a strong start to global stock markets, Franz Weis chief investment officer at Comgest, a...

Offshore
6 March 2023

The Squeeze On Investment Visas – What Should Happen Now?

With these programmes, the subject of this interview says, the benefit is not just in the initial...

Trust Estate
3 March 2023

Challenges For Multi-Generational Families Over Succession

A take-home point from this article is that for multi-generational family firms to navigate...

Compliance
24 February 2023

Foundations For Effective Corporate Governance

The author argues that UK regulatory expectations largely date back to the financial crisis. At...

Tax
21 February 2023

Soaring Inheritance Tax Receipts Highlight Need For Reform

Inheritance tax receipts are rising, and this suggests that tax brackets are capturing a wider...

Art
9 February 2023

Fine Art Finance – A Change Of Perspective For Your Collection

The international law firm gives a brief tour of the fine art investment landscape, a subject of...