News, Comment & Analysis results for Archive

Fund Management
4 June 2024

Equity Markets Have Risen, But Investors Are Still Cautious

We are already in June, and global equity markets are higher overall. But investors in mutual funds...

People Moves
3 June 2024

Summary Of Global Executive Moves In Wealth Management – March 2024

The latest moves during March in wealth management centres around the world. ...

3 June 2024

HSBC Cranks Up Private Banking Ambitions For MENA – Report

The MENA region is already a big source of revenue for HSBC's Swiss private banking entity. ...

Banking Crisis
3 June 2024

OPINION OF THE WEEK: Asia A Wealth Winner As UBS Completes Merger

A brief commentary on the news last week that UBS had wrapped up its merger with Credit Suisse and...

Client Affairs
3 June 2024

Eurozone Inflation Rises – Investment Managers React

After eurozone inflation increased slightly in May, raising speculation about when the European...

Investment Strategies
3 June 2024

Hawksmoor Positive On Undervalued UK, Japanese Markets In 2024

Ben Conway, chief investment officer and head of fund management at Hawksmoor Investment...

New Products
3 June 2024

What’s New In Investments, Funds? – BlackRock, Preqin

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

People Moves
3 June 2024

Who’s Moving Where In Wealth Management? – Farrer & Co, MKP Advisors

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

People Moves
31 May 2024

Saxo Names New UK Chief Executive

The new CEO has already worked for the firm between 2016 and 2018 as a member of Saxo's APAC...

Financial Results
31 May 2024

RBC's Net Income Rises, Buoyed By Wealth Results

Royal Bank of Canada releases its financial results, noting that wealth management net income rose...

Comment & Analysis results for Archive

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...

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...

12 April 2023

Why Residency/Citizenship-By-Investment Visas Aren't Going Away

This news service speaks to a business that has offices in a number of jurisdictions – including...

Company Profiles
11 April 2023

Welrex Says Business Model Taps Need For Change

A new UK-based digital investment management platform for relationship managers, encompassing B2B...