News, Comment & Analysis results for Archive

People Moves
4 June 2025

Who’s Moving Where In Wealth Management? – Smart Wealth AM, Charles Russell Speechlys

The latest moves, appointments and personnel changes among wealth management and related...

People Moves
4 June 2025

Switzerland-Headquartered Partners Group Continues US Expansion

Partners Group is one of a number of private market investment firms that has become involved in...

Tax
4 June 2025

At Least 10 Per Cent Of UK Non-Doms Have Left – Report

More arguments are being made that whatever the presumed unfairness of the old system, the...

Investment Strategies
4 June 2025

EXCLUSIVE: Bonds Are Great, But Diversify – Barclays Private Bank

Michel Vernier, head of fixed income strategy at London-headquartered Barclays Private Bank,...

Surveys
3 June 2025

Wealth Transfer Top Priority For Advisors In 2025 – Schroders Survey

London-headquartered investment house Schroders launched its UK Financial Adviser Pulse Survey...

People Moves
3 June 2025

Allfunds Names New French Head

Allfunds, a Madrid-headquartered B2B funds distribution platform, is advancing its WealthTech...

Asset Management
3 June 2025

UK-Based Digital Wealth Manager Offers New Portfolios

Nutmeg, which grabbed attention back in 2012 as a crop of new "robo-advisors," and now backed by...

New Office
3 June 2025

India's Spark Capital PWM Launches In DIFC

Spark Capital Private Wealth Management, like several of its international peers, is tapping into...

People Moves
3 June 2025

Standard Chartered Steps Up Digital, AI Game

With AI being a major technological theme influencing wealth management and private banking,...

People Moves
3 June 2025

Citigroup Names New China Country Officer, Banking Head

With a career of three decades and experience at banks such as Credit Agricole and JP Morgan and...

Comment & Analysis results for Archive