News, Comment & Analysis results for Archive

People Moves
4 June 2025

Switzerland-Headquartered Partners Group Continues US Expansion

Partners Group is one of a number of private market investment firms that has become involved in...

Tax
4 June 2025

At Least 10 Per Cent Of UK Non-Doms Have Left – Report

More arguments are being made that whatever the presumed unfairness of the old system, the...

Investment Strategies
4 June 2025

EXCLUSIVE: Bonds Are Great, But Diversify – Barclays Private Bank

Michel Vernier, head of fixed income strategy at London-headquartered Barclays Private Bank,...

Surveys
3 June 2025

Wealth Transfer Top Priority For Advisors In 2025 – Schroders Survey

London-headquartered investment house Schroders launched its UK Financial Adviser Pulse Survey...

People Moves
3 June 2025

Allfunds Names New French Head

Allfunds, a Madrid-headquartered B2B funds distribution platform, is advancing its WealthTech...

Asset Management
3 June 2025

UK-Based Digital Wealth Manager Offers New Portfolios

Nutmeg, which grabbed attention back in 2012 as a crop of new "robo-advisors," and now backed by...

New Office
3 June 2025

India's Spark Capital PWM Launches In DIFC

Spark Capital Private Wealth Management, like several of its international peers, is tapping into...

People Moves
3 June 2025

Standard Chartered Steps Up Digital, AI Game

With AI being a major technological theme influencing wealth management and private banking,...

People Moves
3 June 2025

Citigroup Names New China Country Officer, Banking Head

With a career of three decades and experience at banks such as Credit Agricole and JP Morgan and...

Strategy
2 June 2025

HSBC To Shut US Business Banking Unit – Reports

As part of its restructuring and switching to more of a focus on markets such as Asia, HSBC is...

Comment & Analysis results for Archive

Investment Strategies
2 February 2022

How Barclays Private Bank Is Positioning Its Portfolios

We talk to the UK-based private bank to ask about its asset allocation stance, its expectations for...

Strategy
31 January 2022

Rebuilding Trust, Respect For Financial Services

Advisors have had to completely change how they engage with clients over the past two years because...

Investment Strategies
19 January 2022

Investors Should Lean In To India's Opportunities – Matthews Asia

India can provide investors with a high-growth allocation in their portfolios particularly at a...

Strategy
18 January 2022

Book Review: How People Become Famous, By Rainer Zitelmann

Assuming a person wants to become famous (leaving aside the downsides of this), what steps should...

ESG
14 January 2022

Wealth Industry's Force For Environmental Good Accelerates

We talk to an investment firm at the cutting edge of putting money to work in businesses that cut...

Philanthropy
13 January 2022

Cazenove Capital Eyes Strong Donor Advised Fund Demand

Donor-advised funds are a turn-key solution for rapidly building a philanthropic toolkit and...

Legal
6 January 2022

Tying Up A Deceased's Online Presence, What's At Stake

As online criminals become more sophisticated, it is critical that executors know how to wrap up a...

Strategy
30 November -0001

Banca del Gottardo: the Swiss bank with an Italian face

Founded in 1957 in Lugano Banca del Gottardo was once one of the first stops over the border for...