News, Comment & Analysis results for Archive
Northern Trust Names New Asset Management President
Hunstad has played a pivotal role in shaping NTAM’s investment vision and philosophy, leading a...
Opinion Of The Week: Wealth Managers' AI Uses Proliferate, But Optimum Strategy Is Tough Call
The editor considers emerging fields such as "agentic AI" and how fast, or not, wealth managers,...
Transatlantic Data Flows, Privacy In Focus After EU Court Ruling
The way that mass transfers of data between jurisdictions are handled and regulated is a...
Who’s Moving Where In Wealth Management? – Rothschild & Co, Nedgroup Investments, RBC
The latest moves and appointments for wealth management roles in the UK, other parts of Europe, the...
Tariffs Prompt BNP Paribas To Favour Domestically-Focused Asian Stocks
When export revenues are hit by tariffs, it's understandable that investors focus on firms that...
Lombard Odier Starts New Growth Chapter With Geneva HQ
The venerable private bank is swapping six separate locations in Geneva for a single HQ that sits...
Stonehage Fleming Names Global Head Of Insurance Solutions
The newly-created role involves, among other areas, a drive to grow the distribution of private...
Who’s Moving Where In Wealth Management? – Boodle Hatfield, Charles Stanley, Others
The latest moves and appointments for wealth management roles in the UK, other parts of Europe, the...
Mirabaud & Cie Names New Head Of Investments
With more than 20 years in financial services, the new head of investments’ leadership skills,...
UK Gilt Yields Rise – What Wealth Managers Are Saying
The rise in long-term UK government bonds will, without corrective action, push up borrowing costs...
Comment & Analysis results for Archive
How Hedge Fund Investors Keep Composed In Volatile World
This news service talks to Sussex Partners, a UK-based business that advises institutions about...
Family Offices Aren't Shunning Risk, But Getting Smarter – Citi Private Bank
After its survey emerged a few weeks ago, Citi Private Bank spoke again to this news service about...
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...