News, Comment & Analysis results for Archive
Deutsche's Private Banking Pre-Tax Profit Unchanged In Q2 2026, AuM Rises
Among the details, Deutsche Bank said that net flows into its private bank rose by 39 per cent. ...
UBS’s Wealth Results In Q2 2026 Show Revenue, AuM Increase; Group Profits Beat Forecasts
The Switzerland-headquartered group reported stronger revenues in its wealth arm, while overall...
Julius Baer Signs Dubai Agreement To Support Investor Relocations
The Swiss bank has signed a strategic agreement with the Dubai Department of Economy and Tourism in...
Ardian Makes Raft Of Executive Appointments
The moves include changes at the top of Ardian’s French business. The global group is...
Who’s Moving Where In Wealth Management? – Trimontium, Citi Investment Management
The latest moves and appointments for wealth management roles in the UK, other parts of Europe, the...
EXCLUSIVE: How Does New York Data Centre Ban Shift AI Odds?
As this news service shows in interviews with wealth managers, they see AI as a driving force for...
Attributable Profit Slips At Barclays' Private Bank, Wealth Arm In H1 2026
The UK-listed banking group reported a mixed set of figures in the private banking and wealth...
Who’s Moving Where In Wealth Management? – Natixis IM, Womble Bond Dickinson, Others
The latest moves and appointments for wealth management roles in the UK, other parts of Europe, the...
State Street Names New MD, Head Of Direct Retail, Digital Wealth International
The firm said that the new head’s experience in building partnerships with some of Europe’s...
SuMi TRUST AM Appoints London Office Leader
There is a change at the top of the London office for the Japanese investment business. ...
Comment & Analysis results for Archive
Focus On Long-Term Investment Opportunities – Baillie Gifford
Faced with soaring inflation, rising interest rates and geopolitical conflicts, investment managers...
EXCLUSIVE: LNG – A Growth Driver For Three Groups Of Single Family Offices
Demand for liquified natural gas, aka LNG, is high amidst a global energy crisis, magnified by...
A Wide Set Of Wealth, Business Tools In Jersey: In Conversation With Stonehage Fleming
What sort of structures and entities do clients coming to Jersey want to use? What sort of...
10 Years On From HSBC's AML Saga – What Has Changed?
The author of this article claims that there has been little improvement in AML controls in much of...
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...