News, Comment & Analysis results for Archive

New Products
4 December 2023

SEBA Bank Rebrands

As part of its ongoing global strategy, the Swiss bank has announced that it is transforming its...

People Moves
1 December 2023

Who's Moving Where In Wealth Management? – ALFI, JM Finn, Liontrust, Others

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

New Products
1 December 2023

What’s New In Investments, Funds? – Dimensional, Asset Value Investors

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

Strategy
1 December 2023

Morningstar Wealth Favours Bonds In 2024

Morningstar Wealth has published its 2024 outlook this week, with insights from Dan Kemp, global...

WM Market Reports
1 December 2023

OPINION OF THE WEEK: UBS Billionaire Data Gives Lessons, Warnings

An annual report about the nature of billionaire wealth around the world should jolt firms into...

Strategy
1 December 2023

Eurozone Inflation Drops Again – Reactions

After eurozone inflation fell again by more than expected in November, investment managers discuss...

People Moves
1 December 2023

Swiss EAM Changes Name, Joins Global Network

Switzerland's external asset management sector continues to evolve in the wake of new regulations...

ESG
1 December 2023

Franklin Templeton Outlines Key Issues To be Tackled At COP28

As the United Nations Climate Change Conference starts in Dubai this week, with an early...

ESG
30 November 2023

UK Advisors Combine To Raise Sustainability Engagement

The power of combination is demonstrated, so the UK advisors say, when it comes to engaging with...

People Moves
30 November 2023

LGT Appoints New Global Stewardship Lead

The UK wealth management firm continues to push its sustainability credentials. ...

Comment & Analysis results for Archive