News, Comment & Analysis results for Archive

Strategy
2 November 2023

Risk, Compliance Professionals Want AI, Barriers Create Problems – Study

There seems to be little doubt that people working in sectors such as banking and finance want to...

Strategy
26 October 2023

OPINION OF THE WEEK: Artificial Intelligence – Racing Up The Mountain Without A Harness

Ensuring the safe and controlled use of AI systems is crucial, the author of this article writes. ...

People Moves
19 September 2023

EFG International Opens Tel Aviv Financial Services Office, Names Head

As part of the expansion, EFG has recruited senior ex-Credit Suisse figures to run its Israel...

Strategy
14 September 2023

Time To Snap Up UK Equities – Franklin Templeton

The UK equity market has been a laggard among global peers since Brexit, but bargain-hunting...

People Moves
11 September 2023

Exclusive: Lack Of Talent Entering Wealth Management Industry – Alvarez & Marsal

Nneka Orji, who leads Alvarez & Marsal’s UK Wealth Management Performance Improvement...

People Moves
4 September 2023

Julius Baer Foundation Names Ex-Credit Suisse Figure As New CEO

Besides a career at Credit Suisse, the new CEO is a founder of an impact finance initiative. ...

Alt Investments
18 August 2023

EXCLUSIVE: Focus On Private Equity, Evergreen Portfolios – Hamilton Lane

Brian Gildea, managing director and head of evergreen portfolios at private equity firm...

Surveys
16 August 2023

US And Europe Record Biggest Wealth Declines In 2022 – UBS, Credit Suisse

The fourteenth edition of the Global Wealth Report was launched this week jointly by Swiss private...

People Moves
15 August 2023

HSBC Names New Head Of Global Private Banking In Kuwait

This is another example of the bank’s growth strategy for global private banking in EMEA. It has...

Strategy
14 August 2023

How To Respond To The Stock Market's Dwindling Status? – Schroders

Duncan Lamont, head of strategic research at Schroders, looks into why companies are abandoning...

Comment & Analysis results for Archive

Company Profiles
23 November 2023

Banking In Turbulent Times – In Conversation With Arbuthnot Latham

This publication recently sat down with Arbuthnot Latham, the venerable UK private banking group...

White Papers
23 November 2023

New Report: How Wealth Ecosystem, Healthcare Interact

The boundaries between health and wealth increasingly intersect and a new report from China's Hywin...

Compliance
15 November 2023

Can Rapid Account-Opening Coexist Alongside Heightened Compliance?

The approach that banks and other wealth management industry players take towards handling...

ESG
14 November 2023

How Blending Philanthropy, Investment Creates "Win-Wins" – Pictet

This news service recently spoke to a senior Pictet figure about the work it does on...

ESG
14 November 2023

"Greenwashing" Controversies Focus Minds On What Investors Own

This news service talks to the MFO – born from a series of corporate mergers and acquisitions –...

Compliance
9 November 2023

FINMA's Cryptocurrency Stance Makes Swiss Industry Nervous

Switzerland has made waves in the world of cryptos and digital assets. Its "crypto valley" in Zug...

Family Office
25 October 2023

EXCLUSIVE: A Walk Around Germany's Single-Family Offices Sector – Part 2

In part one of this two-part feature, this publication talked to German banks about their work with...

Family Office
24 October 2023

EXCLUSIVE: A Walk Around Germany's Single-Family Offices Sector – Part 1

As it is high time that this news service took a deep dive into the German single-family offices...

Company Profiles
20 October 2023

UK's Oakley Capital Stays Nimble As Rates Affect Private Markets

After a decade or more of being told that private market investing was a hot area, drawing in...

Fund Management
19 October 2023

Focus On Ireland As A Growing Financial Hub

Michael D’Arcy, former Irish minister of state at the department of finance, discusses the...