People Moves
6 October 2023

Rothschild & Co's Private Banking Head For Zurich Starts Role

The private banking head has held senior roles including those at Julius Baer in the...

Investment Strategies
6 October 2023

Brazilian Outlook Positive, China Nuanced – Lombard Odier

Swiss global wealth and asset manager Lombard Odier discusses the outlook for emerging markets,...

People Moves
6 October 2023

Arbuthnot Latham Names New Entrepreneurs Head

The firm said it is committed to acquiring and keeping talent in its private banking arm. ...

New Products
6 October 2023

What’s New In Investments, Funds? – Thematics AM, BlackRock

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

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...

Philanthropy
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...

Technology
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...

Surveys
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...