News results for Archive

People Moves
6 October 2023

Who’s Moving Where In Wealth Management? – Bedell Crisin, Nuveen, Quilter Cheviot

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

Wealth Strategies
5 October 2023

Quintet Private Bank Plays It Cautiously, Prefers Bonds

The European private bank isn't in a particularly risk-taking frame of mind at the moment. Its...

5 October 2023

Cazenove Capital Continues Iconic Orchid Festival 

The sponsorship of this annual event is an example of how wealth managers can promote brands and...

People Moves
5 October 2023

Canoe Intelligence Makes Senior Hires

The appointments support Canoe's global business and product expansion plans in commercial and...

5 October 2023

OPINION OF THE WEEK: Wealth Managers Must Explain AI's "Value-Add" Role

In my weekly column I ask how wealth managers, advisors and others serving HNW clients should...

5 October 2023

Singapore Stands Tall As World’s Most Financially “Inclusive” Nation – Study

Countries that also host major wealth hubs appear to be highly ranked in a global measure of...

New Products
5 October 2023

What's New In Investments, Funds? - M&G, Baron Capital

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

New Office
4 October 2023

Julius Baer Bolsters EAM Business In Dubai

Swiss private bank Julius Baer (Middle East) this week announced the setting up of a local desk in...

People Moves
4 October 2023

Who’s Moving Where In Wealth Management? - IQ-EQ, Sienna IM, Tyndall, Others

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

People Moves
4 October 2023

Martin Currie Names New CEO

Martin Curries makes senior hire. ...

Comment & Analysis results for Archive

Family Office
21 September 2020

Single Family Office Snapshots: Latest SFO Highlights

This publication is starting a new series, regularly examining the activities of single family...

M and A
18 September 2020

WEALTH TALK: Focus On Possible Bank Mega-Merger

It may be a speculative story at this stage, but a recent report, quoting unnamed sources, saying...

Wealth Strategies
17 September 2020

Tesla And The Widow-Maker Trade

The author of this commentary, who has penned a number of articles for this news service, examines...

Client Affairs
15 September 2020

WEALTH TALK: A New Private Client Video Series With Kobre & Kim

This is the start of a new video series by this news service in partnership with international law...

Trust Estate
14 September 2020

Will The Pandemic Cause More Contested Will And Estate Cases?

The author of this piece, a partner at law firm Stevens & Bolton, asks what the virus and...

Client Affairs
11 September 2020

Footballer's Lives: Managing Their Money, Expectations

A former Manchester United footballer who has become a financial advisor talks to this news service...

9 September 2020

Isle Of Man Looks Beyond Pandemic, Eyes "Insurtech" Sector

The Crown Dependency talks to this publication on how it is positioning itself in the current...

Wealth Strategies
7 September 2020

Warren Buffett's Japan Bet: There's More To Come

A large investment firm based in Japan considers Warren Buffett's recent decision to build stakes...

4 September 2020

Family-Owned Businesses Withstand COVID Assaults

Credit Suisse Research Institute has published its latest findings on the resilience of...

Trust Estate
1 September 2020

Should Trustees Be Worried About Global Warming?

What should those who hold and run trusts think about climate change and the consequences that are...