News, Comment & Analysis results for Archive

People Moves
1 July 2026

Singapore-Based EAM Recruits Senior Ex-UBS Relationship Managers

Both joiners worked previously for UBS in Singapore. ...

WM Market Reports
1 July 2026

EMEA Region Set Pace For Strongest 2025 Wealth Growth, Followed By Americas – UBS Study

Among the mass of details, the report said that Switzerland continued to top the ranking for...

People Moves
1 July 2026

Who’s Moving Where In Wealth Management? – Boston, Langham Hall, Gemcorp

The latest moves and appointments for wealth management roles in the UK, other parts of Europe, the...

People Moves
1 July 2026

Standard Chartered Creates Unified CEO Role For UK, Europe; Makes Other Top Move

The London-listed bank said it is putting Europe and UK oversight under one role. ...

People Moves
1 July 2026

Arab Bank Switzerland Launches Middle East Business In DIFC; Names Its CEO

The bank, which is headquartered in Switzerland, said it is building a platform for long-term...

People Moves
1 July 2026

UK Wealth Manager Names Chief Corporate Development Officer, Other Senior Hire

The wealth management group, 7IM, has carried out a number of acquisitions in recent years and this...

Investment Strategies
1 July 2026

EXCLUSIVE: Baillie Gifford Highlights Benefits Of Undervalued Emerging Markets

In an interview with this news service, Qian Zhang, investment specialist in the emerging markets...

Surveys
30 June 2026

Over 55s Reluctant To Discuss Inheritance – Mattioli Woods

At a time when changes to inheritance tax rules are under the spotlight, new research by YouGov for...

Investment Strategies
30 June 2026

EXCLUSIVE: Investment Managers Remain Upbeat On Emerging Markets' Outlook

Investment managers – Edmond de Rothschild, Guinness Global Investors and Franklin Templeton –...

People Moves
30 June 2026

UBS Makes Raft Of Asia-Pacific Senior Wealth Management Appointments

Jurisdictions affected by the changes include Taiwan, Singapore, Philippines, Indonesia, Australia...

Comment & Analysis results for Archive

Market Research
15 June 2022

Agricultural Innovation Needed To Resolve Challenges – Wealth Managers

As food security moves up the political agenda, specialist investment managers from Franklin...

Offshore
14 June 2022

The Bahamas And Resilience Through Testing Times – Latest Report

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

ESG
10 June 2022

EDITORIAL COMMENT: BCG Highlights Wealth Managers' Sustainability Prize, Challenges

The issues around sustainability unsurprisingly get big treatment in the annual Boston Consulting...

Compliance
9 June 2022

BOOK REVIEW: "Putin's People" Casts Western Financial Firms In Harsh Light

Reading this book will be a painful experience for some bankers and financial service figures in...

Market Research
1 June 2022

How War Affects Agriculture Investment

Roberto Viton, founder and managing director at Valoral Advisors, discusses key trends and the...

Company Profiles
1 June 2022

Wealth Sector Consolidation Continues, Says Expanding Canaccord Genuity WM

There have been a number of M&A deals in wealth management in the UK, and one player in the scene...

Strategy
20 May 2022

EDITORIAL COMMENT: A High Net Worth Status Ain't What It Used To Be

Inflation is eroding the value of money at a rapid clip, and that means the old minimum sums...

Islamic Banking
13 May 2022

Going Green Can Carry Costs, Warns Advisor On Islamic, Other Finance

Those who are attracted to "Green" investing may also be interested in Shariah finance. A firm...

Real Estate
11 May 2022

New UK Heat Regulations And Property – What Family Offices Should Know

A new set of rules in the UK, taking force from the start of September, is designed to improve...

Client Affairs
10 May 2022

"No Fault Divorce" – Only A Tick Box Away From Separation

A change in law affecting England and Wales came into force from early April, changing the...