News, Comment & Analysis results for Archive

New Products
28 January 2026

What’s New In Investments, Funds? – Franklin Templeton,True Potential, Amundi

The latest news in investment offerings, financial products and other services relevant to wealth...

Alt Investments
27 January 2026

Geopolitical, Economic Nerves Keep Gold Strong

The rise in the price of gold – that most classic of safe-haven assets – continues. Brokers and...

People Moves
27 January 2026

Who’s Moving Where In Wealth Management? – Aviva Investors, Global X ETFs Europe

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

New Products
27 January 2026

What’s New In Investments, Funds? – Alquity Group, JTC, Winterflood

The latest news in investment offerings, financial products and other services relative to wealth...

M and A
27 January 2026

EFG International To Buy Fellow Zurich-Listed Bank

With pressures on margins remaining tight, private banks remain keen to make acquisitions that can...

Financial Results
26 January 2026

Net Income Rose Slightly At Northern Trust In 2025

Among the details of its results, the banking group said that fees from its wealth business rose in...

Alt Investments
26 January 2026

Franklin Templeton Positive On Private Markets In 2026

After what has been a tough time for private equity in 2022 and 2023, California-headquartered...

People Moves
26 January 2026

LGT Wealth Management Expands Regional Presence

Like a number of wealth managers, UK-based LGT Wealth Management is bolstering its regional...

New Products
26 January 2026

What’s New In Investments, Funds? – Invesco's New CoCo ETF

The latest news in investment offerings, financial products and other services relevant to wealth...

Financial Results
26 January 2026

Profits Rise At UBP; Results Buoyed By Acquisitions

Results were given a boost in 2025 as the Swiss bank wrapped up its acquisitions of private banking...

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...