News, Comment & Analysis results for Archive
Suntera Global Names New Regional Crown Dependencies Head
The appointee, who is taking on a new role to drive growth in the Crown Dependencies, will retain...
EXCLUSIVE: Franklin Templeton Optimistic On Emerging Markets, Shrugs Off Conflict Worries
Singapore-based Chetan Sehgal, lead portfolio manager of Templeton Emerging Markets Investment...
Barclays Names New Private Bank Monaco CEO
The appointment follows the departure of Gerald Mathieu, former CEO of its Monaco operations and...
Who’s Moving Where In Wealth Management? – Mattioli Woods
The latest moves and appointments for wealth management roles in the UK, other parts of Europe, the...
New India Barclays Private Bank Head Named
The new head will lead and accelerate Barclays Private Bank’s growth ambitions in India. ...
Head Of Private Clients UK Departs UBS
The senior banker had been at UBS for more than a quarter of a century. ...
Wealthtech Hires Ex-InvestCloud Figure To Drive UK, Ireland And Middle East Business
The Barcelona-headquartered business has argued that the wealth management sector is being held...
UK Entrepreneurs Taking Action As Tax Changes Approach – Brown Shipley
In response to the UK Autumn budget, entrepreneurs are acting now, ahead of expected tax hikes and...
Global Art Market Sales Up In 2025 – Art Basel, UBS Report
The tenth edition of "The Art Basel and UBS Global Art Market Report 2026", authored by Dr Clare...
AI Driving Investment Activity In Private Markets – Hamilton Lane Report
US-headquartered private market investment firm Hamilton Lane, which has $1 trillion in assets...
Comment & Analysis results for Archive
International Surrogacy Developments: Financial Impact On Families
The author argues that as more people resume foreign travel, with many doing so to consider...
Using Tech To Achieve Wealth Management Edge – In Conversation With InvestCloud
Finding new clients, attracting and keeping them requires a range of qualities, and intelligent use...
The Pandora Papers One Year On: Lessons Learned And To Learn
Today, the idea appears to grow that holding wealth is something deserving of opprobrium. The more...
New Research: An Update On Family Office Efficiency In Accounting, Investment Analysis
This news service is joining forces again with FundCount to examine how technology is making family...
As Swiss EAM New Regulation Deadline Looms, Banks, Others Eye Big Changes
At the start of 2023, external asset managers in Switzerland will live in a new regulatory...
Shining A Light On Risk, Returns With Performance Watcher
We talk to Performance Watcher by IBO, a Swiss organisation that uses an open-source model to...
Focus On Investment Opportunities In China – Chartwell Capital
As investors struggle to decide where to put their money, Ronald Chan, founder and CIO of Chartwell...
Tenth WealthBriefing Tech & Ops Trends Report
Here is our 2022 Technology and Operations Report, a regular overview of the trends affecting the...
Green Funds, Foundations And Other Qualities: The Guernsey Formula
This news service talks to the organisation that promotes the island's financial services sector...
Get Ready For More Assets To Be "Financialised"
We talk to a business using cryptocurrency and blockchain tools to make diamonds a more efficient...