News, Comment & Analysis results for Archive
Allianz Global Investors Names New Chief Economist
The new chief economist’s “deep understanding” of European and global long-term economic...
Who’s Moving Where In Wealth Management? – Coutts, Hoxton Wealth, Quilter
The latest moves, appointments and personnel changes among wealth management and related...
Digital Digest: The Latest Tech News – SS&C Powers Wesleyan’s Digital-First Wealth Platform
The latest technology news in the wealth management sector from around the world. ...
What’s New In Investments, Funds? – Angel Academe, Nutmeg, Goldman Sachs AM
The latest news in investment offerings, financial products and other services relevant to wealth...
How Pictet Navigates Policy, Market Turbulence
Taking a cautious view, the Swiss private bank has been increasing fixed income exposure, expecting...
Switzerland's OAG Fines Pictet, Punishes Ex-RM Over Money Laundering Case
A criminal probe established that the payments at the centre of the case took place between June...
Global Wealth Rose In 2024, US Dominates Trend – UBS
Zurich-headquartered private bank UBS has released its Global Wealth Report 2025. The survey...
Change At The Top Of GAM, New CEO Named
After holding the CEO post since October 2023, Elmar Zumbuehl is stepping away from the job at GAM...
Nominations Open For Fifth Annual WealthBriefing WealthTech Americas Awards 2026
The awards recognize excellence in innovation and achievement across the wealth technology...
Guinness Favours European Over US Equities
At a media event in London this month, Guinness Global Investors discussed why it believes that...
Comment & Analysis results for Archive
UK's Walter Scott Steers Long-Term, Highly "Active" Course
We talk to a Scotland-based fund management house that puts big stress on what it regards as...
INTERVIEW: Wealth Managers Must Get Proactive About Handling Elder Abuse
This news service talks to a UK-based law firm about the problem of "elder abuse" – a term...
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. ...
Developments In Private Bank RegTech – Views From The Experts
Regulatory technology – software that a private bank has to use in order to produce information...