News, Comment & Analysis results for Archive

ESG
27 June 2025

UBP Favours Sustainability Pragmatism, Mulls Defence Shift

The term "vibe shift" seems to apply to the area called ESG - a term that has somewhat fallen out...

Offshore
27 June 2025

Cross-Border Wealth Rose Strongly In 2024; Hong Kong, Singapore And Switzerland Dominate – BCG

The "big three" international booking centres of Singapore, Hong Kong and Switzerland clocked up...

People Moves
27 June 2025

ZEDRA Names New Chief Executive

The international financial organisation ZEDRA has recently appointed new Chief Executive....

Client Affairs
27 June 2025

UK Group Launches Revised Apprenticeship In Financial Planning, Paraplanning

The New Talent Alliance – an industry-led initiative aimed at improving access to careers in...

Technology
27 June 2025

AI Spreads Through UK's Asset Management Industry

Never mind whether there is a lot of hype about AI – a survey of UK asset managers suggests its...

Investment Strategies
27 June 2025

Advisors Increase Fixed Income Allocations – BNY Investments Research

New York-headquartered The Bank of New York Mellon Corporation, has released new research this week...

People Moves
26 June 2025

Who’s Moving Where In Wealth Management? – Collas Crill, CISI, LLB Group

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

Technology
26 June 2025

iCapital And LGT Partner To Digitise Alternative Investment

New York-headquartered iCapital, a global fintech platform, has partnered with LGT, an...

Technology
26 June 2025

Raymond James Ltd In Canada Enters FNZ Pact

The arrangement involves the Canadian business making an investment to boost digital...

New Products
26 June 2025

What’s New In Investments, Funds? – Federated Hermes

The latest news in investment offerings, financial products and other services relevant to wealth...

Comment & Analysis results for Archive