News, Comment & Analysis results for Archive

Financial Results
9 April 2024

Julius Baer International Achieves CISI Chartered Firm Status

The bank's business in the UK said the status is a high mark of professionalism and...

People Moves
9 April 2024

Schroders Makes Senior Family Office, Impact, Philanthropy Appointments

As part of Schroders Wealth Management’s focus on enhancing its service to its family office...

Alt Investments
9 April 2024

Power Purchase Agreements Set Lights Burning For Investors, Says Augusta IM

As government subsidies for renewable energy have fallen and the sector has evolved from being a...

People Moves
9 April 2024

Who’s Moving Where In Wealth Management? – Johnston Carmichael Wealth, GTN

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

Strategy
8 April 2024

Emerging Market Equities To Offer Highest Returns, Beating US, Europe – DWS

The DWS Research Institute has just released its latest "Long View 2024" report, featuring its...

People Moves
8 April 2024

Who’s Moving Where In Wealth Management? – Close Brothers AM, C Hoare & Co, Lindemann Law

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

Asset Management
8 April 2024

Quaero Capital Highlights Top Japanese Stock Picks

At a time when Japan's improving financial markets and economic position has attracted a lot of...

New Products
8 April 2024

What's New In Investments, Funds? – Vontobel

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

Surveys
8 April 2024

Family Offices Expect Higher Fines For Regulatory Breaches – Study

The study, undertaken around the world, examines the views of family offices and senior figures in...

Strategy
8 April 2024

RBC WM Explains Love For European Equities

Frédérique Carrier, head of investment strategy in the British Isles at RBC Wealth Management,...

Comment & Analysis results for Archive

Alt Investments
4 August 2023

How "Evergreen" Approach Wins Friends For Private Markets

There appears to be something of a trend towards "perpetual" or "evergreen" fund structures that...

Philanthropy
25 July 2023

Bringing Great Eye Vision To The Poor – A Hong Kong Philanthropist's Tale

Chen’s philanthropy journey throws light on an important aspect of charity that can be...

Company Profiles
10 July 2023

Private Investigation Sector Never Busier As Risks Proliferate

Whether it is cyber hackers, corrupt staff, kidnappers or vengeful former spouses, there's plenty...

Company Profiles
7 July 2023

Monetary Metals Says Gold Yield Marketplace Fits Wealth Menus

Confounding the standard line that gold doesn't produce a yield, a business that uses gold to earn...

WM Market Reports
4 July 2023

BNP Paribas' Wealth Arm Builds German Business Momentum, Broader Growth Beckons

The Paris-based group, which operates in a number of countries, spoke to this news service about...

Company Profiles
3 July 2023

UK's Walter Scott Steers Long-Term, Highly "Active" Course

We talk to a Scotland-based fund management house that puts big stress on what it regards as...

Trust Estate
26 June 2023

INTERVIEW: Wealth Managers Must Get Proactive About Handling Elder Abuse

This news service talks to a UK-based law firm about the problem of "elder abuse" – a term...

Practice Strategies
12 June 2023

Banking, Wealth Sector In Ferment – A Talent Management Overview

What makes a good wealth manager, and what are the skills and qualities in demand today, and what...

Strategy
22 May 2023

BOOK REVIEW: In Defence Of Capitalism, By Rainer Zitelmann

While unlikely to sway those already hostile to the free market economic system, this book puts a...

Company Profiles
13 April 2023

Avaloq Sees UK Opportunities From M&A, Tech Changes

Mergers and acquisitions, artificial intelligence, blockchain technology and secular drivers of...