News, Comment & Analysis results for Archive

People Moves
9 May 2025

Who’s Moving Where In Wealth Management? – Cannacord Wealth, LMS Studio Legale

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

Technology
8 May 2025

How AI Reshapes Wealth, Asset Management – A French Perspective

As new AI tools take the stage in wealth management, they are being named, emerging from the...

M and A
8 May 2025

Deals Of The Day: The Latest In Wealth Management M&A – ZEDRA, Quilter Cheviot Europe, Vistra

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

Investment Strategies
8 May 2025

PineBridge Tilts To Emerging Markets, Europe

After the US imposed sweeping tariffs on imports, causing volatility across asset classes, US asset...

New Office
8 May 2025

Brown Advisory Boosts Middle East Presence

The firm’s announcement comes at a time when many firms have been enhancing their presence in...

Financial Results
8 May 2025

UOB Posts Positive Financial Results In 2025

Despite the disruptions of tariffs, the bank said it believes in ASEAN's resilience and long-term...

People Moves
8 May 2025

Who's Moving Where In Wealth Management – All In Place, JM Finn, Saxo UK, Others

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

Tax
7 May 2025

End Of UK's Non-Dom Regime Could Erase Billions In Revenues – CEBR Study

The report, and the various scenarios it sets out, illustrates how debate about the wisdom of...

People Moves
7 May 2025

Who’s Moving Where In Wealth Management? – Carmignac, Collyer Bristow, Others

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

People Moves
7 May 2025

BNP Paribas Names New Germany Wealth Head

The appointment is part of the Paris-listed bank's policy of building out its German private bank...

Comment & Analysis results for Archive

Investment Strategies
20 April 2022

Steering A Careful Course Around Credit Amid Volatile Times

We talk about rising rates, hot inflation, Russia and much else with a senior figure at an asset...

Alt Investments
11 April 2022

How To Interface Digital Assets With The Family Office

Family offices will need to update their thinking – and their technological capabilities – just...

ESG
11 April 2022

Overcoming UK Pension Investment Inertia Over ESG

We talk to a new UK business that says it helps holders of pension funds to shift into more...

Offshore
7 April 2022

Jersey Trumpets Global Financial Value Chain Impact

The Channel Islands jurisdiction has described its contribution to global "value chains," making a...

Strategy
4 April 2022

Financial Services – What Will Digital Marketing Look Like This Year?

In 2022, financial service companies are being pushed to significantly bolster their digital...

Awards
1 April 2022

Editorial Comment: Why Wealth Managers Should Be Proud

The wealth management sector is sometimes – understandably perhaps – shy of putting its case...

Technology
29 March 2022

An Overview From EY On Tech Traps Facing The Sector

EY has once again partnered with this publication on our must-read annual report "Technology Traps...

Investment Strategies
24 March 2022

The March Of The Robots – The Investment View

Use of robots is set to continue, even accelerate, but they will create new industries and roles,...

Compliance
23 March 2022

What Price Privacy? UK Drive For Foreign Owners' Transparency

The author of this article argues that regardless of how the geopolitical landscape changes in the...

Company Profiles
22 March 2022

EXCLUSIVE INTERVIEW: Banker Becomes Soldier In Ukraine's Frontline

There are plenty of former soldiers, aircrew and naval personnel who have joined the ranks of...