News results for Archive

Financial Results
21 November 2023

Assets Under Management Rise At Julius Baer

The Swiss bank issued an update on its financial performance, saying it logged "solid" performance...

People Moves
21 November 2023

Who's Moving Where In Wealth Management? – Jupiter, Openwork, Evelyn Partners

The latest moves and appointments in wealth management in the UK, the rest of Europe, the Middle...

Financial Results
21 November 2023

Investec's UK Operations Profits Up In 2023

Investec has just reported a 41 per cent increase in UK adjusted operating profit. ...

People Moves
21 November 2023

Stonehage Fleming Appoints Head Of Family Office Guernsey

The head of this business area in Guernsey has been in the financial services sector for more than...

People Moves
21 November 2023

Change At Top Of UBS In Jersey

There's a new boss in town at the Jersey business of UBS's wealth arm. ...

21 November 2023

St James's Place Revamps Funds, Fees After New UK Consumer Duty Bites

The London-listed firm is one of the most prominent examples of a wealth manager to have changed...

Trust Estate
20 November 2023

Most Wealthy Saudi Families Think Next Gen Is Well-Prepared – Study

At stake is the fact that with so many Saudi businesses in family hands, ensuring that the...

People Moves
20 November 2023

RBC Brewin Dolphin Appoints London-Based Wealth Director

The firm was formed by the Canadian firm's takeover of Brewin Dolphin a year ago. ...

20 November 2023

Digital Tech Creates Risk Worry For Firms, But AI Is Business Opportunity – PwC

The report gets to grips with how firms think about technology, both in terms of risks and...

M and A
20 November 2023

Julius Baer To Sell Italian Business

UBS said that all Kairos senior management and co-shareholders will join Anima as part of the...

Comment & Analysis results for Archive

Emerging Markets
15 August 2022

Crux Asset Management Eyes Indonesian Promise

We talk to an asset manager running Asia ex-Japan equities who argues that there is a strong and...

1 August 2022

Updated Forward Features For 2022-23

Here is the most recent forward features schedule, taking us to the end of 2022. ...

Company Profiles
25 July 2022

Taking Blockchain Down A More Mainstream, Energy-Efficient Path

This publication talks to investor, restauranteur, sports sponsor, Saxo Bank co-founder and...

22 July 2022

Unexplained Wealth Orders: Where Are We Now?

These orders were introduced into the weaponry of UK law enforcement in 2018, prompted by concerns...

Client Affairs
15 July 2022

Exclusive: Diversified Portfolio Key For Investors – Kingswood

Despite the better-than-expected rise in UK GDP in May, investment managers believe that the...

15 July 2022

Greenwashing: How Big Is The Problem And How To Fix It?

With the rush of money into the area of "green" and ESG investing, a concern arises about how...

Investment Strategies
12 July 2022

Seeking A Sustained Asia Rebound Amid Rising Risks

PineBridge Investments asks what sort of market rebound in Asia is likely at a time of economic and...

Alt Investments
11 July 2022

Regulators Must Craft New Rules For Growing Private Markets

Private market investing has been a constant theme in wealth management over recent years. Are...

4 July 2022

Weapons Manufacturing Is Not Sustainable. No Ifs Or Buts

The following article comes from an organisation that thinks it is not acceptable for ESG investors...

Company Profiles
20 June 2022

BNP Paribas' Wealth Arm Gains Ground With Entrepreneurs, Families – Senior Executives

Entrepreneurs and families make up about 40 per cent of its AuM in the overall wealth business and...