News, Comment & Analysis results for Archive
Look Beyond Recent Winners For Return Opportunities – Schroders
Schroders chief investment officer (CIO), Johanna Kyrklund, and Nils Rode, CIO for private markets...
Wealth Managers React To Rise In IHT Receipts
Wealth managers react to the latest figures from HM Revenue and Customs – showing another rise in...
UK Budget Enhances Need For Retirement Income Advice – BNY Investments
New research from BNY Investments and NextWealth – entitled “Retirement advice in the UK: time...
Pictet Hires From Rival For New Asia-Focused Desk In Zurich
The clients being targeted are those in Asia who, for reasons of geopolitical stability and...
An Expanding Horizon For Lighthouse Canton
With its Singapore HQ, onshore India business, a planned office in London and business presence in...
Younger Generation Turn To Social Media To Plan Careers – St James's Place
New research by St James’s Place Financial Adviser Academy and hiring platform Indeed looks at...
UBS GWM Smiles On US Equities, AI In 2025
The chief investment office at Zurich-headquartered UBS Global Wealth Management looks at key...
Julius Baer's 10-Month AuM Rises; New CEO Confirmed
The Swiss lender, which has confirmed the arrival of a new CEO next year, has reported its latest...
UBP Names New Middle East Market Head
The new senior hire, who has more than two decades of experience in private banking across the UAE...
WRISE Pushes On With Middle East Growth
The firm has explained its idea of "making wealth easy" by cutting through the web of multiple...
Comment & Analysis results for Archive
Banking, Wealth Sector In Ferment – A Talent Management Overview
What makes a good wealth manager, and what are the skills and qualities in demand today, and what...
BOOK REVIEW: In Defence Of Capitalism, By Rainer Zitelmann
While unlikely to sway those already hostile to the free market economic system, this book puts a...
Avaloq Sees UK Opportunities From M&A, Tech Changes
Mergers and acquisitions, artificial intelligence, blockchain technology and secular drivers of...
Why Residency/Citizenship-By-Investment Visas Aren't Going Away
This news service speaks to a business that has offices in a number of jurisdictions – including...
Welrex Says Business Model Taps Need For Change
A new UK-based digital investment management platform for relationship managers, encompassing B2B...
GCC Countries’ Economic Dynamism Attracts Investors And Wealth
In the first of a series of articles, we look at trends in the GCC region's wealth management...
Tech Traps Wealth Managers Must Avoid 2023
The latest edition of our regular "Tech Traps" reports. ...
In Tough Times, Private Market Secondaries Can Shine
The venture capital, private equity and other parts of the "private markets" space have been jolted...
Developments In Private Bank RegTech – Views From The Experts
Regulatory technology – software that a private bank has to use in order to produce information...
Exclusive: Biotech Sector To Take Off In 2023
Swiss-based BB Biotech’s head investment manager, Daniel Koller, talks to this news publication...
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