News, Comment & Analysis results for Archive
Who’s Moving Where In Wealth Management? – Titanbay, SimCorp
The latest moves, appointments and personnel changes among wealth management and related...
Edmond de Rothschild Names New Group Chief Sustainability Officer
Geneva-headquartered investment house Edmond de Rothschild, which has over SFr184 billion ($218...
SS&C Opens New Office In Saudi Arabia
The US-headquartered firm has pushed further into the Saudi Arabia market. ...
The UK's Consumer Duty – Where Are We Now?
It is almost two years since 31 July 2023 when the UK introduced the Consumer Duty, a regulatory...
Julius Baer In Further Organisation Shakeup
Julius Baer, which has been in restructuring mode in recent months, has announced a set of more...
How Wealth Planning Landscape Could Have Been Upended
The authors contend that had the arguments of the heirs in this case succeeded, a will would have...
High-End Art Sales Slid Globally In 2024, Lower End More Resilient – UBS, Art Basel
The ninth edition of The Art Basel and UBS Global Art Market Report 2025 by Arts Economics has just...
Who’s Moving Where In Wealth Management? – Nomura Asset Management, Farrer & Co, Others
The latest moves, appointments and personnel changes among wealth management and related...
What’s New In Investments, Funds? – Vistra
The latest news in investment offerings, financial products and other services relevant to wealth...
Legacy Tech Is Potential Wealth Sector Vulnerability – Study
Broadridge, a New York-listed firm, makes the case for "data harmonization" in its new report on...
Comment & Analysis results for Archive
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