News, Comment & Analysis results for Archive
Liechtenstein's LLB Group Names New Chief Financial Officer
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Senior Banker Joins UOB's Wealth Advisory Panel
The senior banker has held posts at Credit Suisse, UBS and AMP Capital, working in Europe and...
Julius Baer Expands Gulf Presence, Reports Higher AuM
In a busy announcement day for the Swiss bank, it updated the markets on its financial results,...
Making Gifts Of Property: Key Points To Consider
There has been an increase in people gifting property and land to younger generations, mindful of...
Apricus Finance Cuts Equity, Gold To Neutral Allocation
The firm spoke about its recent decision to cut some equity exposure, among other moves. ...
UBS Expects AI And Tech To Fuel Equity Gains In 2026
As 2026 approaches, UBS Global Wealth Management’s chief investment office outlines in its 2026...
Addepar Makes Senior Appointments
Addepar, a New York-headquartered global technology and data platform for investment professionals,...
Deutsche Börse's Clearstream Says Scale Counts In Rapidly Evolving Markets
This publication talked to senior figures at one of those large European organisations that provide...
Multrees Names New Chief Operating Officer
Edinburgh-headquartered Multrees Investor Services, an investment operations and technology...
What's New In Investments, Funds? – Invesco, Pictet, Deutsche Bank, EQT
The latest news in investment offerings, financial products and other services relevant to wealth...
Comment & Analysis results for Archive
Banking In Turbulent Times – In Conversation With Arbuthnot Latham
This publication recently sat down with Arbuthnot Latham, the venerable UK private banking group...
Can Rapid Account-Opening Coexist Alongside Heightened Compliance?
The approach that banks and other wealth management industry players take towards handling...
How Blending Philanthropy, Investment Creates "Win-Wins" – Pictet
This news service recently spoke to a senior Pictet figure about the work it does on...
"Greenwashing" Controversies Focus Minds On What Investors Own
This news service talks to the MFO – born from a series of corporate mergers and acquisitions –...
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...
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...
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...
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...
Focus On Ireland As A Growing Financial Hub
Michael D’Arcy, former Irish minister of state at the department of finance, discusses the...
Research: Tech & Ops Wealth Trends In Wealth Management 2023
The 26-page report examines the issues and concerns affecting the shape of technology and...