News, Comment & Analysis results for Archive

People Moves
24 July 2024

DWS Names New UK Country Officer

German asset manager DWS has brought in a manager to run UK-based operations, and she comes with a...

People Moves
24 July 2024

Who's Moving Where In Wealth Management – iCapital, Brooks Macdonald

The latest moves, appointments and personnel changes among wealth management and related...

Investment Strategies
24 July 2024

Eyes Focus On A Trump Presidency After Biden Leaves Election Race

After US president Joe Biden withdrew from this year’s presidential race over the weekend and...

People Moves
23 July 2024

Julius Baer Names New Chief Executive

As the Zurich-listed bank seeks to move on from recent adverse financial results, it has named the...

Technology
23 July 2024

UK Wealth Firm Signs Software Pact To Help US-Connected, Transatlantic Clients

Several UK-based firms specialise in offering US expats and those with US links access to financial...

New Products
23 July 2024

Verso IM Launches Verso Private Client

London-based Verso Investment Management expands investment offering. ...

Financial Results
23 July 2024

Half-Year Profits Rise Strongly At Swiss Private Bank UBP

As the second-quarter reporting season continued, the Swiss private banking group set out a broadly...

Investment Strategies
23 July 2024

Spotlight On Six Investment Themes To Watch – Lombard Odier

Swiss wealth and asset manager, Lombard Odier, has just released a publication entitled “rethink...

People Moves
23 July 2024

Who's Moving Where In Wealth Management? – Redington, Lowes Financial Management

The latest moves, appointments and personnel changes for wealth management and adjacent sectors in...

Wealth Strategies
22 July 2024

Markets Appear Calm After Biden Quits Re-Election Bid

The announcement – not entirely unexpected – that Joe Biden won't seek to win a second term of...

Comment & Analysis results for Archive

Investment Strategies
23 July 2021

Credit's Overlooked Hedge Against Inflation Risk

The writer of this articles says investors should consider leveraged loans as a tool to manage...

Compliance
22 July 2021

Regtech's Rise: Applying Tech And Compliance Functions For Tomorrow

The regtech sector will, on certain estimates, be worth as much as $33 billion by 2026. This vast...

Strategy
19 July 2021

A UK Regional Footprint Builds Credibility - Julius Baer International's CEO

In this article we interview the CEO of Julius Baer International, David Durlacher, about his...

Alt Investments
19 July 2021

Will Increased Regulatory Scrutiny Create London SPAC Boom?

Will reforms in the UK galvanise a SPAC market into the kind of rapid growth that has been...

Investment Strategies
15 July 2021

Jump Aboard The "Cold Chain": Drug Development, Rapid Delivery

This article examines the channels for testing, holding and moving drugs that have to be stored at...

Company Profiles
14 July 2021

Kleinwort Hambros Taps Into UK's Regional Evolution

We continue to talk to private banks about how they play their UK regional strategy and how this is...

Company Profiles
13 July 2021

UK Regional Strategy Is Long-Term Commitment, Big Deal For UBS

We are looking at a number of international banks' and local UK firms' approaches to the UK...

Investment Strategies
13 July 2021

The Rise Of Digital Health And Genomics In Europe

Terms such as genomics, telemedicine and healthtech are increasingly parts of the investment...

Investment Strategies
30 June 2021

Investment View: Concentrated In Hunt For Alpha - Blue Ocean

This news service spoke to a UK-based firm, Blue Ocean Investment Partners, which believes that...

Tax
25 June 2021

Do The Super-Rich Really Only Pay A 3.4 Per Cent Tax Rate?

The group called ProPublica recently claimed that data on America's 25 richest people showed that...