News, Comment & Analysis results for Archive

New Office
27 February 2026

bfinance Targets Japan Investment Industry

bfinancebfinance, a global investment consultancy, has expanded its presence in Asia with the...

Investment Strategies
27 February 2026

Schroders Turns Positive On Commodities

The asset manager sets out its multi-asset allocation views. ...

People Moves
27 February 2026

Who’s Moving Where In Wealth Management? – JTC, SimCorp, PIMFA

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

Fund Management
27 February 2026

What's New In Investments, Funds? – Allfunds, Waystone, Thornburg, Boden Capital, Others

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

People Moves
26 February 2026

Who’s Moving Where In Wealth Management? – Ortec Finance, Belasko, GBST, Others

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

Technology
26 February 2026

Digital Digest: The Latest Tech News – Bankdata, Amundi

The latest technology news in the wealth management sector from around the world. ...

People Moves
26 February 2026

C Hoare & Co Names New CEO

The new appointee will be succeeding the CEO who is stepping down after five years. ...

Surveys
26 February 2026

Confidence Amongst Wealthy Individuals In UK Economy Drops

The latest Saltus Wealth Index Report shows that the rebound in confidence among UK high net worth...

People Moves
26 February 2026

Ex-UBS Figure Joins NatWest's Wealth Arm As "People Director"

The new recruit will have an important role at a time when the UK lender integrates Evelyn Partners...

Alt Investments
26 February 2026

What's New In Investments, Funds? – Seraphim

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

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...