News, Comment & Analysis results for Archive

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...

Financial Results
2 June 2025

Summary Of Major Banks' Wealth Results – Q1 2025

A summary of banks' financial results for the first quarter of 2025, as they relate to wealth...

M and A
2 June 2025

Japan’s Dai-ichi Life To Take 15 Per Cent Stake In M&G

Japanese insurer Dai-ichi Life and UK asset manager M&G have agreed a new long-term partnership...

New Products
2 June 2025

What’s New In Investments, Funds? – Schroders Capital

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

Tax
2 June 2025

Proposed US Tax Measure Makes Wall Street, International Investors Queasy – Report

The proposed measure calls for higher taxes for individuals and countries from countries whose tax...

People Moves
2 June 2025

Julius Baer Names Southeast Asia Market Heads, Predecessor Retires

The outgoing market head for the region has been in the banking sector for almost 40 years, 10 of...

People Moves
2 June 2025

IQ-EQ Names Head Of Private Wealth For Jersey

Since he joined as a newly-qualified accountant in 2002 for one of the legacy businesses which now...

Strategy
30 May 2025

Latest UK Wealth Merger Highlights "Consolidation Of The Consolidators"

The coming together this week of two UK-based wealth managers, now owned by private equity houses,...

Comment & Analysis results for Archive

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...