News, Comment & Analysis results for Archive

M and A
6 July 2026

Schroders Sharpens Focus On Wealth Business

Schroders has agreed to sell its Benchmark business to Sweden's Söderberg & Partners at a time...

People Moves
6 July 2026

Former Standard Chartered Interim CFO Hired By Julius Baer

A new CFO is coming to the Swiss private bank, following a brisk period of change in that role at...

Investment Strategies
6 July 2026

Lombard Odier Underlines 10 Investment Convictions For H2 2026

Swiss private bank Lombard Odier outlines its 10 investment convictions for the second half of...

M and A
6 July 2026

Deals Of The Day: The Latest In Wealth Management M&A – Aberdeen Investments

The latest mergers, acquisitions and other corporate actions in the wealth management sector. ...

New Products
6 July 2026

What’s New In Investments, Funds? – Wesleyan

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

People Moves
6 July 2026

ZEDRA Names New Crown Dependencies Region Head

The previous holder of the role will remain with the business as an NED in Guernsey and Jersey, it...

Investment Strategies
6 July 2026

EXCLUSIVE: Barclays Private Bank Monaco Constructive On US, Emerging Market Equities

With geopolitical tensions riding high, Valerie Genin, head of investments Monaco at Barclays...

People Moves
6 July 2026

Who's Moving Where In Wealth Management? – Ogier, Crestbridge, Hargreaves Lansdown

The latest senior wealth management appointments, personnel changes, and moves in the UK, rest of...

Asset Management
3 July 2026

What's New In Investments, Funds? – Dubai Financial Services Authority, DIFC

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

People Moves
3 July 2026

Natixis Services India Names New CEO

Paris-headquartered Natixis Corporate & Investment Banking bolsters technology and innovation hub...

Comment & Analysis results for Archive

WM Market Reports
4 October 2022

Tenth WealthBriefing Tech & Ops Trends Report

Here is our 2022 Technology and Operations Report, a regular overview of the trends affecting the...

Offshore
30 September 2022

Green Funds, Foundations And Other Qualities: The Guernsey Formula

This news service talks to the organisation that promotes the island's financial services sector...

Company Profiles
21 September 2022

Get Ready For More Assets To Be "Financialised"

We talk to a business using cryptocurrency and blockchain tools to make diamonds a more efficient...

ESG
13 September 2022

Fossil Fuels And Transition: What's The Direction Of Travel?

A commentator on ESG and sustainability talks to this publication about the transition from fossil...

Offshore
6 September 2022

Havens Of Calm In Volatile Times: The Channel Islands

At last, after the lockdowns and restrictions have eased off, this news service spent time in...

Surveys
29 August 2022

Asia Has Less Envy And More People Striving For Wealth

Social envy of wealth is much lower in parts of Asia than in many European nations – arguably a...

Company Profiles
18 August 2022

Business Travel – An Expanding Frontier For Airbus

The world’s business aviation industry is a barometer for the wealth management industry to...

ESG
16 August 2022

Pushback Against ESG: Collective Action Or Collective Suicide?

The supposedly remorseless drive against carbon-based energy towards areas such as wind, solar,...

Emerging Markets
15 August 2022

Crux Asset Management Eyes Indonesian Promise

We talk to an asset manager running Asia ex-Japan equities who argues that there is a strong and...

Uncategorised
1 August 2022

Updated Forward Features For 2022-23

Here is the most recent forward features schedule, taking us to the end of 2022. ...