News, Comment & Analysis results for Archive
GSB Continues Hires, Adds To Dubai Office
The wealth management group, which was founded three years ago and has a base in Dubai and the UK,...
Back To School: Summary Of Wealth Management-Related MBAs, Other Courses
Here is an updated list of various courses, mostly of postgraduate and MBA level, that are relevant...
Canaccord Genuity Wealth Management Names New Chief Commercial Officer
The new CCO will help drive the firm’s drive organic growth and artificial intelligence...
Who’s Moving Where In Wealth Management? – Oak Group, Fladgate, 7IM, Others
The latest moves, appointments and personnel changes among wealth management and related...
Lombard Odier Names New French, Belgium, Luxembourg Head
The new senior hire – part of limited partner Gérard Felley’s succession plan – will be in...
Adjusted Net Profit Rises At Saxo Bank In H1
During the first half of 2024, Saxo Bank, which operates in several regions, made a number of cuts...
Rathbones Names New Chief Client Officer
The new hire, who led UK wealth manager Evelyn Partners' rebrand, was also the architect and...
Who’s Moving Where In Wealth Management? – Evelyn Partners, C Hoare & Co, Others
The latest moves, appointments and personnel changes among wealth management and related...
Julius Baer Appoints New Lucerne Branch Head
The newly-appointed figure is taking the helm from the head who has been in that post for five...
Behaviour Shifts As Clock Ticks Towards UK Budget
As the 30 October UK budget gets closer, there are signs that concerns about inheritance tax,...
Comment & Analysis results for Archive
Winning Women In MENA: How Wealth Managers Can Help Further Female Empowerment
A new report from this news service, in partnership with First Abu Dhabi bank, explores what HNW...
Learning From The UK "De-Banking" Furore – A Modern Bank's Perspective
A new financial services firm that calls itself a "Coutts-Revolut" hybrid reflects on the recent...
Learning The Legal Lessons From “Succession”
In this detailed analysis of legal questions generated by the HBO television drama, law firm Squire...
Taking A "Floating" Approach As Rates Rise
This news service talks to US-based New Mountain Capital about the benefits of holding...
Inflation, Rising Rates Put Behavioural Finance In The Frame
The discipline within economics known as behavioural finance continues to be important. The market...
Jersey Finance Report On Digital Assets, Crypto-Currencies
A new report, published with the island's financial promotional organisation, sets out the issues...
Value And Growth – Japan’s Promise And Performance
This news service recently talked to a UK-based investment house that concentrates on Japanese...
How AI Can Raise Wealth Management Game In The Gulf
With artificial intelligence technology gathering headlines and stirring controversy – and...
How "Evergreen" Approach Wins Friends For Private Markets
There appears to be something of a trend towards "perpetual" or "evergreen" fund structures that...
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...
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