News results for Archive

Strategy
19 October 2023

UK Inflation Remains At Same Level – Reactions

After the UK’s annual inflation rate unexpectedly held steady in September, investment managers...

People Moves
19 October 2023

Who’s Moving Where In Wealth Management – Old Mill, UBP, Others

The latest moves and appointments in wealth management in the UK, the rest of Europe, the Middle...

New Products
19 October 2023

What's New In Investments, Funds? – UBS, Columbia Threadneedle, Brooks Macdonald

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

Strategy
18 October 2023

Webinar: Eleventh WealthBriefing & SS&C Advent Tech & Ops Research Report 2023

A video recording of this news service's recent webinar alongside SS&C Advent. ...

Financial Results
18 October 2023

Wealth, Asset Revenues Slip At Goldman Sachs

The results come in a quarter that has seen Goldman Sachs make a number of transactions, such as...

ESG
18 October 2023

Edmond de Rothschild AM Launches Climate-Focused Fund

Paris-based Edmond de Rothschild Asset Management steps up its commitment to combat climate...

People Moves
18 October 2023

Indosuez Wealth Management Names New Risk Management Head

The French banking group has made a senior appointment covering risk management. ...

Strategy
18 October 2023

DWS Positive On Japanese Equities, IG Bonds In 2023

German asset manager DWS, previously part of Deutsche Bank, discusses the macroeconomic outlook,...

Compliance
18 October 2023

OPINION OF THE WEEK: Geopolitics Turmoil Puts AML, KYC Under Spotlight

After the 7 October attacks on Israel, and the subsequent events, I try to examine what people...

People Moves
18 October 2023

UBS Strengthens Regional Presence In North East

The hires represent UBS’s commitment to the local market by appointing staff with local...

Comment & Analysis results for Archive

Offshore
27 May 2021

Switzerland's Edge As Intellectual Property Hub - Comment

The author of this comment talks about the benefits of intellectual property registration as an...

Investment Strategies
24 May 2021

We Need To Talk About Inflation - Wealth Managers' Reactions

Whether it is a temporary rise or something more durable, recent data pointing to a sharp rise in...

Strategy
24 May 2021

BOOK REVIEW: "Leave Me Alone And I'll Make You Rich" By Deirdre McCloskey And Art Carden

This book review considers a new work charting the sources of wealth in the developed world,...

Strategy
21 May 2021

What It Means To Be A "Contrarian" Value Investor

Blindly practising time-honoured value investing is a dangerous occupation, not least because of...

Family Office
17 May 2021

Family Office Or Founder's Office - Sector Must Tighten Definitions

A consultant and former private banking and investment industry figure has a complaint: he reckons...

Investment Strategies
17 May 2021

Are Debt, Digital And Climate Transforming Central Banking, Broader Economy?

Climate change, aka global warming, affects the global economy and hence influences how central...

Company Profiles
12 May 2021

Acquisition-Minded Kingswood Sees UK Regional Potential

The UK's regions hold plenty of wealth management potential, says the CEO of a firm's wealth...

Family Office
7 May 2021

Cambridge Associates Taps Into Asia's Family Offices Story

This news service recently spoke to the firm about its recent move to step up operations in the...

Offshore
22 April 2021

Trend Of US Citizenship Renunciation To Rise "Dramatically"

The threat of higher US taxes, combined with other factors, could produce a sharp rise in the...

Investment Strategies
14 April 2021

Recovery From COVID-19 - What Wealth Managers Say

We set out a range of commentaries from wealth and asset management groups about how the economic...