News, Comment & Analysis results for Archive
IFAs Say Portfolio Management Load Costs New Business – Rathbones
A new study by Rathbones shows that IFAs think their profession is best served by focusing on...
New Head For Swiss Association Of Wealth Managers
From the start of 2026, the Swiss wealth industry group will have a new head, taking over from a...
Oberon To Acquire UK's WH Ireland Wealth Business
Oberon Investments Group, a London-based boutique financial services firm, moves ahead with its...
Quilter Cheviot Names New CEO
The new CEO, who has had a long career at HSBC, has a track record of driving growth initiatives...
Who’s Moving Where In Wealth Management? – HarbourVest Partners, Fortress
The latest moves, appointments and personnel changes in wealth management for the UK, rest of...
Summary Of Global Wealth Management Moves – July 2025
The latest moves, appointments and personnel changes around the world during July. ...
Luxembourg Moves To Scrap Investors Residence Programme - Reports
Dozens of such citizenship/residency-by-investment programmes operate around the world, although a...
Changing Asset Allocation Frontiers - An Overview
We take a dive into different approaches to how asset allocation should be handled, examine various...
Clients Aren't As Loyal As They Used To Be - Avaloq
A new Avaloq wealth insights 2025 report reveals a paradox in wealth management: while trust in...
Deals Of The Day: The Latest In Wealth Management M&A – Gresham House, SUSI Partners
The latest mergers, acquisitions and other corporate actions in the wealth management sector. ...
Comment & Analysis results for Archive
Exclusive: Wealth Management 2.0 – The Big Opportunity That Only Technology Can Deliver
Camille Vial, who is the CEO of Mirabaud, the Swiss private bank, and Max Chuard, CEO of Temenos,...
The Mauritius-Dubai Connection Holds Big Potential – MCB
We talk to Mauritius Commercial Bank about its foray into the Middle East and its Dubai operations....
Emerging Markets In 2023: Short-Term Pain Before Long-Term Gains
LGT Wealth Management joins the chorus of firms talking about investment issues and challenges at...
Focus On Investment Opportunities In India – Lombard Odier
Stéphane Monier, chief investment officer at Swiss private bank Lombard Odier in Geneva, discusses...
The Power Of Nuptial Agreements In English Courts
As the authors of this article explain, nuptial agreements are not automatically binding in the...
Editorial Comment: Danske's Dirty Money Settlement Shows Complacency Isn't An Option
We reflect on how, at the end of 2022, US and Danish regulators imposed a $2.06 billion settlement...
Asset Allocation For Philanthropists Gets Tough
Rising inflation, falling stock markets, pleas for help and donors' own financial constraints mean...
Handling Harassment: Rights, Wrongs For HNW Families
Intrusive and unwanted communication can be alarming and upsetting. If something feels wrong, it is...
Wealth Management: Technology Platforms, Competition In Challenging Economic Times
Every wealth manager is struggling with the key question of how to balance competing imperatives....
Fractions Of Fine Art – In Conversation With Mintus
The $65 billion-plus fine art market hasn't been an easy one to penetrate for those who aren't...