News, Comment & Analysis results for Archive

People Moves
16 July 2024

Who’s Moving Where In Wealth Management? – Saltus, Hunters Law, Invesco, Others

The latest moves and appointments in wealth management in the UK, the rest of Europe, the Middle...

Investment Strategies
16 July 2024

Julius Baer Smiles On US, Asian Equities In 2024

Swiss private bank Julius Baer releases its mid-year outlook for 20024. ...

Wealth Strategies
16 July 2024

Why HNW Investors Should Look At Whisky As Passion Commodity

Not for the first time, we carry an article examining the heady delights – and possible downsides...

Financial Results
15 July 2024

Citigroup Reported Income Up In Q2 2024; Private Bank Revenues Rise

The gain in private bank revenues was caused by improved deposit spreads and higher investment fee...

Financial Results
15 July 2024

JP Morgan's Q2 Net Income Gains

The US banking group started the second-quarter reporting results season by issuing a broadly...

Legal
15 July 2024

Big Money Divorces: The Era Of Private Equity, Venture Capital

Advisors and lawyers now have clients in the era of private equity and venture capital "big money"...

M and A
15 July 2024

GAM Shifts Management Company Activities To Apex

GAM said its fund management services business is now “highly commoditised” and more...

People Moves
15 July 2024

Deutsche Names Private Bank Emerging Markets EAM Head

The appointee has worked at UBS and Credit Suisse, among other institutions, with a focus on areas...

Family Office
15 July 2024

Eton Solutions Secures Big India Win For ERP Platform

A large family office, created by the dynasty involved in the Infosys software business, is the...

Compliance
15 July 2024

The EU AI Act: A New Wealth Management Era  

New legislation governing AI is now in place across the European Union – a development that also...

Comment & Analysis results for Archive