News, Comment & Analysis results for Archive

People Moves
8 January 2026

Who's Moving Where In Wealth Management? – VG, Simmons & Simmons, Bentley Reid, STEP

The latest moves in wealth management and adjacent sectors in the UK, rest of Europe, Middle East...

Compliance
7 January 2026

Compliance Corner: Saudi Arabia Lifts Investment Restrictions On Foreigners

The latest compliance news: regulatory developments, punishments, guidance, permissions and...

People Moves
7 January 2026

Lombard Odier Names Head Of Sales, Switzerland

The new head of sales for Switzerland has had a career spanning 25 years in senior roles at...

Banking Crisis
7 January 2026

UBS Sells $3 Billion Of AT1 Bonds – Media

Additional Tier 1 bonds are a form of "bail-in" instrument designed to avoid taxpayers being...

Investment Strategies
7 January 2026

Wealth Managers Positive On Emerging Markets, AI, Gold, Defence

After emerging market equities outperformed many developed markets in 2025, led by a broad rally in...

Company Profiles
7 January 2026

Nedgroup Investment Remains In "Growth Mode"

In December, we talked to the chief commercial officer about the firm's direction of travel as a...

Tax
6 January 2026

Andersen Frowns At US Relief From Minimum Corporate Tax Regime

A carve-out for US-based corporates from elements of a proposed global minimum tax regime suggests...

Investment Strategies
6 January 2026

Wealth Managers Ponder Venezuela Fallout

The Trump administration certainly began 2026 in dramatic fashion, announcing the capture of the...

Company Profiles
6 January 2026

Expanding Klay Sets Sights On Swiss Entry, Explains Business Model

The rise of such firms highlights how HNW and ultra-HNW individuals, often with multiple bank...

People Moves
6 January 2026

Who's Moving Where In Wealth Management? – Helvetic Trust, Algebris, Amundi, Others

The latest moves, appointments and personnel changes for wealth management in the UK, rest of...

Comment & Analysis results for Archive