News, Comment & Analysis results for Archive
Who’s Moving Where In Wealth Management? – Trimontium, Citi Investment Management
The latest moves and appointments for wealth management roles in the UK, other parts of Europe, the...
EXCLUSIVE: How Does New York Data Centre Ban Shift AI Odds?
As this news service shows in interviews with wealth managers, they see AI as a driving force for...
Attributable Profit Slips At Barclays' Private Bank, Wealth Arm In H1 2026
The UK-listed banking group reported a mixed set of figures in the private banking and wealth...
Who’s Moving Where In Wealth Management? – Natixis IM, Womble Bond Dickinson, Others
The latest moves and appointments for wealth management roles in the UK, other parts of Europe, the...
State Street Names New MD, Head Of Direct Retail, Digital Wealth International
The firm said that the new head’s experience in building partnerships with some of Europe’s...
SuMi TRUST AM Appoints London Office Leader
There is a change at the top of the London office for the Japanese investment business. ...
J Stern & Co Combines Swiss Operations With Geneva Asset Manager In Merger Deal
The merger is also an example of the kind of industry consolidation taking place in Switzerland,...
Goldman Sachs Expands Alternative Investment Offerings
The US firm has formed a group that is building on existing capabilities in areas such as private...
Wealthtech In Talks To Acquire Capital Markets Software Firm From BNP Paribas, Natixis
Objectway has entered exclusive negotiations to acquire BNP Paribas and Natixis's stakes in SLIB, a...
RIB Private Finance Launched
The new firm will complement the established investment, commercial and residential departments,...
Comment & Analysis results for Archive
Financial Services – What Will Digital Marketing Look Like This Year?
In 2022, financial service companies are being pushed to significantly bolster their digital...
Editorial Comment: Why Wealth Managers Should Be Proud
The wealth management sector is sometimes – understandably perhaps – shy of putting its case...
An Overview From EY On Tech Traps Facing The Sector
EY has once again partnered with this publication on our must-read annual report "Technology Traps...
The March Of The Robots – The Investment View
Use of robots is set to continue, even accelerate, but they will create new industries and roles,...
What Price Privacy? UK Drive For Foreign Owners' Transparency
The author of this article argues that regardless of how the geopolitical landscape changes in the...
EXCLUSIVE INTERVIEW: Banker Becomes Soldier In Ukraine's Frontline
There are plenty of former soldiers, aircrew and naval personnel who have joined the ranks of...
Recruiting, Retaining Female Wealth Managers – What’s Being Done?
As more women are becoming high net worth individuals, the business case for recruiting and keeping...
Summary Of Banks' Exposures To Russia, Local Presences
Here is what we know at the moment about banks' exposures to Russia in terms of loans and other...
Crypto Assets, Distributed Finance And Wealth Managers' Menus
Family offices, private banks and wealth managers are considering using the infrastructure of...
NFTs: A World Of Wealth Beyond Gotham City
While there is much buzz and confusion surrounding NFTs in the media, understanding the reality of...