News, Comment & Analysis results for Archive
Deals Of The Day: The Latest In Wealth Management M&A – Alpha Financial Markets Consulting, Elgin White
The latest mergers, acquisitions and other corporate actions in the wealth management sector. ...
ABN AMRO's First-Quarter 2026 Net Profit Rises
Among the details on the wealth management side, the Dutch bank said it was on track with its...
Aztec Group Names New CEO
The new CEO brings deep commercial and technology expertise, a track record of leading complex...
LGT Names New Thailand Wealth Business Chief Executive
The appointment also speaks to how Thailand's profile as a wealth management jurisdiction has risen...
Who’s Moving Where In Wealth Management? – Foster Denovo, Peel Hunt, Others
The latest moves and appointments for wealth management roles in the UK, other parts of Europe, the...
Carmignac Boosts Investment Team With Four Hires
These appointments will enhance the firm's research capabilities, helping it to identify long-term...
UBS Survey Lifts Lid On How Families Prepare For Inheritance, Change
With a multi-trillion-dollar wealth transfer under way, preparing upcoming generations for the...
Wealth Managers Fret As UK Prime Minister Clings To Office
Wealth managers discuss the investment impact of the potential resignation of UK Prime Minister Sir...
EFG CEO To Become Swiss Bankers Association New Chair
There's change at the top of a banking association that has not been afraid to make its views known...
The ESG Phenomenon: Climate X, Orbis Advisory
The latest developments in the ESG space. ...
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...