News, Comment & Analysis results for Archive

Asset Management
30 May 2024

EXCLUSIVE: Spotlight On Small-Mid Cap Equities In Europe, UK – Quaero Capital

Philip Best and Marc Saint John Webb, co-fund managers of Quaero's Argonaut fund, discuss the...

Family Office
29 May 2024

Equity Demand On The Rise In Family Offices – Citi

Citi Wealth has just released its family office investment report for the first quarter of 2024,...

Financial Results
29 May 2024

Julius Baer Reports Robust Financial Results, Net Inflows Improve

The bank said that after a weaker start in January, net inflows "improved significantly" in the...

Surveys
29 May 2024

Affluent UK Citizens Don't Worry Enough About Being Scammed – Arbuthnot Latham

The findings appear to suggest that among affluent and even HNW individuals, there's a level of...

Financial Results
29 May 2024

EFG Reports Profit In Four Months To End-April; Net New Asset Growth Beats Target

The Swiss private bank, operating in a number of the world's regions, logged a robust set of...

Strategy
28 May 2024

The Great Wealth Transfer: Three Trends Reshaping Wealth Management

The author of this article argues that the "Great Wealth Transfer" is not just a movement of assets...

People Moves
28 May 2024

French Investment House Names New Chairman

The French business became part of Spain's MAPFRE last year. ...

People Moves
28 May 2024

Change At UBS Senior Swiss Management

Several of the individuals involved in this story are responsible for integrating the acquired...

Wealth Strategies
28 May 2024

St James's Place Stays Underweight US Equities Amid Hot Valuations, Prefers Europe, UK

The UK wealth manager recently gave an update on its overall equities asset allocation positions,...

Emerging Markets
27 May 2024

Investment Climate In Kazakhstan: Turning Risk Into Reward

The resource-rich central Asian nation hasn't always enjoyed the most flattering of headlines, but...

Comment & Analysis results for Archive