News, Comment & Analysis results for Archive

Surveys
14 November 2024

AI Beats ESG Impact On Advisor Businesses – Survey

London-based investment manager Downing has just released new research assessing the impact of...

New Products
14 November 2024

What’s New In Investments, Funds? – Wisdom Tree, SuMi TRUST

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

Investment Strategies
14 November 2024

UBS WM Reacts To China’s Latest Stimulus Measures

After the Standing Committee of China’s top legislative body, the National People’s Congress...

People Moves
13 November 2024

Who’s Moving Where In Wealth Management? – Oberon, Canaccord Wealth 

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

Financial Results
13 November 2024

Mediobanca's Quarterly Profit Dips; Wealth Income Gains

In its quarterly figures, the Italian group said it expects wealth management revenues to rise...

People Moves
13 November 2024

DWS Names New Global Chief Investment Officer

The global asset manager, with $1.124 trillion of AuM, has announced a change at the top of its...

New Office
13 November 2024

UBS WM Steps Up North East Presence

Switzerland’s UBS Global Wealth Management has relocated its North-East office. ...

Tax
13 November 2024

Swiss Lawmakers Reject Inheritance "Solidarity" Tax

The decision to reject the ideas come as Switzerland is mindful of trying to bolster its...

People Moves
13 November 2024

C-Suite Changes At Saxo's EMEA, Asia-Pacific Business

There are changes at the top of the Copenhagen-headquartered group for its EMEA, Asia-Pacific and...

New Products
13 November 2024

What’s New In Investments, Funds? – Fulcrum Asset Management, Quai, Winterflood

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

Comment & Analysis results for Archive