News, Comment & Analysis results for Archive
Canaccord Genuity Wealth Management Names New Chief Commercial Officer
The new CCO will help drive the firm’s drive organic growth and artificial intelligence...
Who’s Moving Where In Wealth Management? – Oak Group, Fladgate, 7IM, Others
The latest moves, appointments and personnel changes among wealth management and related...
Lombard Odier Names New French, Belgium, Luxembourg Head
The new senior hire – part of limited partner Gérard Felley’s succession plan – will be in...
Adjusted Net Profit Rises At Saxo Bank In H1
During the first half of 2024, Saxo Bank, which operates in several regions, made a number of cuts...
Rathbones Names New Chief Client Officer
The new hire, who led UK wealth manager Evelyn Partners' rebrand, was also the architect and...
Who’s Moving Where In Wealth Management? – Evelyn Partners, C Hoare & Co, Others
The latest moves, appointments and personnel changes among wealth management and related...
Julius Baer Appoints New Lucerne Branch Head
The newly-appointed figure is taking the helm from the head who has been in that post for five...
Behaviour Shifts As Clock Ticks Towards UK Budget
As the 30 October UK budget gets closer, there are signs that concerns about inheritance tax,...
EDITOR’S SUMMER READING PICKS: Managing Autocracy Risk For Investors
In this part of the holiday season, this publication re-issues a few of those features that it...
China Stronger Valuation Opportunities Than India – Invesco
Fiona Yang and Ian Hargreaves, co-managers of the Invesco Asia Trust, share their insights into why...
Comment & Analysis results for Archive
Editorial Comment: Reflections On Another Turbulent Year, Looking Ahead
Some late-December musings about what the year has meant for the industry and thoughts about what...
No Time To Write off Inter-Dealer Voice Brokers
In an increasingly digitalised trading environment, this guest writer looks at the future for...
European Winners, Losers As Private Jet Registrations Soar
Figures for the 2019 to 2021 period reveal which jurisdictions have gained more aircraft...
The Dangers Of Pension Offsetting In Divorce
The authors of this article argue that without proper advice, pension offsetting, rather than...
Editorial Analysis: Credit Suisse's Wealth Pivot
This news service looks back to the bank's Q3 results and strategy update. We look at the wealth...
Dynasties And Drama: Family Business In Focus
The author of this article asks what questions can be learned from the dramas of family business...
Three Ways To Value Bitcoin
The author of this article delves into the details of how bitcoin should be valued: an important...
Spotting The Signs: Fraudulent Trustees Post-Pandemic
This guest piece examines what defines trustee mismanagement, such as making investments outside...
Reviewing Lasting Powers Of Attorney Regime - Who Benefits?
This practitioner argues that granting LPAs is often flawed and inadequate, with a lengthy...
Pricing Carbon: What Are The Options?
Putting a price on carbon emissions makes polluting energy sources expensive and provides an...
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