News, Comment & Analysis results for Archive

Financial Results
26 November 2025

EFG International Aims At 15 Per Cent Annual Profit Growth

The bank, operating in a number of wealth management regions, has set out growth, profit and other...

People Moves
26 November 2025

Who's Moving Where In Wealth Management – Schroders, Tyndall IM

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

M and A
26 November 2025

Deals Of The Day: The Latest In Wealth Management M&A – IQ-EQ, Zenith Global

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

People Moves
26 November 2025

NS Partners Names New Spanish Head

The new country manager for Spain has more than 20 years of experience in private banking, wealth...

Real Estate
26 November 2025

Mactaggart Family & Partners Eyes UK Property Opportunities

The UK and parts of the US commercial real estate sector seems to be experiencing a tough time. We...

WM Market Reports
25 November 2025

Private Market Revenue To Increasingly Power Global Asset Management – PwC Study

The report, which cuts across wealth as well as asset management, shows how important a revenue...

Technology
25 November 2025

Digital Digest: The Latest Tech News – EFG International, Aladdin Wealth

The latest technology news in the wealth management sector from around the world. ...

People Moves
25 November 2025

Liechtenstein's LLB Group Names New Chief Financial Officer

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People Moves
25 November 2025

Senior Banker Joins UOB's Wealth Advisory Panel

The senior banker has held posts at Credit Suisse, UBS and AMP Capital, working in Europe and...

Financial Results
25 November 2025

Julius Baer Expands Gulf Presence, Reports Higher AuM

In a busy announcement day for the Swiss bank, it updated the markets on its financial results,...

Comment & Analysis results for Archive

Family Office
3 May 2022

EXCLUSIVE: Europe And North America – Single Family Offices Compared

The extended coverage of single family offices by Highworth Research's database – working with...

WM Market Reports
28 April 2022

New Report On How Bahamas Pushes Forward As IFC

This is a mini-series on The Bahamas Financial Services Industry. ...

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,...