News, Comment & Analysis results for Archive

Investment Strategies
20 June 2025

Berenberg AM Outlines Four Big Trends Reshaping European Equities

From the resurgence of small caps and industrials to the undervaluation of healthcare, the...

People Moves
20 June 2025

Barclays Names Ex-HSBC Senior Figure As New UAE Private Bank Head

The lender has named a new private banking head for the UAE, now very much at the centre of...

People Moves
20 June 2025

Allianz Global Investors Names New Chief Economist

The new chief economist’s “deep understanding” of European and global long-term economic...

People Moves
20 June 2025

Who’s Moving Where In Wealth Management? – Coutts, Hoxton Wealth, Quilter

The latest moves, appointments and personnel changes among wealth management and related...

Technology
19 June 2025

Digital Digest: The Latest Tech News – SS&C Powers Wesleyan’s Digital-First Wealth Platform

The latest technology news in the wealth management sector from around the world. ...

New Products
19 June 2025

What’s New In Investments, Funds? – Angel Academe, Nutmeg, Goldman Sachs AM

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

Investment Strategies
19 June 2025

How Pictet Navigates Policy, Market Turbulence

Taking a cautious view, the Swiss private bank has been increasing fixed income exposure, expecting...

Compliance
19 June 2025

Switzerland's OAG Fines Pictet, Punishes Ex-RM Over Money Laundering Case

A criminal probe established that the payments at the centre of the case took place between June...

Surveys
19 June 2025

Global Wealth Rose In 2024, US Dominates Trend – UBS

Zurich-headquartered private bank UBS has released its Global Wealth Report 2025. The survey...

People Moves
19 June 2025

Change At The Top Of GAM, New CEO Named

After holding the CEO post since October 2023, Elmar Zumbuehl is stepping away from the job at GAM...

Comment & Analysis results for Archive

Legal
4 January 2023

The Power Of Nuptial Agreements In English Courts

As the authors of this article explain, nuptial agreements are not automatically binding in the...

Compliance
23 December 2022

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...

Philanthropy
20 December 2022

Asset Allocation For Philanthropists Gets Tough

Rising inflation, falling stock markets, pleas for help and donors' own financial constraints mean...

Legal
12 December 2022

Handling Harassment: Rights, Wrongs For HNW Families

Intrusive and unwanted communication can be alarming and upsetting. If something feels wrong, it is...

White Papers
8 December 2022

Wealth Management: Technology Platforms, Competition In Challenging Economic Times

Every wealth manager is struggling with the key question of how to balance competing imperatives....

Art
2 December 2022

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...

Compliance
1 December 2022

The FTX Collapse: The Lessons

The author of this article argues that the failures with FTX are little to do with regulation or...

Client Affairs
1 December 2022

HNW Individuals' Public Profiles Risk Reputation Threats

Social media and the constant flow of news puts HNW people under intense scrutiny. Here is an...

Legal
30 November 2022

Invisible Contracts When Moving In With A Partner

Couples choosing to cohabit should consider documenting their intentions in relation to their...

Compliance
29 November 2022

Digital Asset Market Becomes Fraudsters' Playground

The author of this article says that a lack of effective regulation, combined with an audience...