News, Comment & Analysis results for Archive

Surveys
2 June 2026

Switzerland Top Wealth Destination, Despite Taxes

Among the reasons for Switzerland remaining a preferred wealth destination – despite lower-tax...

Investment Strategies
2 June 2026

Spotlight On UK Gilt Market

Although a number of wealth managers have recently reduced their exposure to UK gilts, Swiss...

People Moves
2 June 2026

Who’s Moving Where In Wealth Management? – Aberdeen Investments, iCapital

The latest moves and appointments for wealth management roles in the UK, other parts of Europe, the...

Market Research
1 June 2026

UK Portfolios Remain Equity-Led; Allocations To Fixed Income Up – Janus Henderson Report

According to the third edition of asset manager Janus Henderson’s Portfolio Portrait report, UK...

Market Research
1 June 2026

Investors Assigned To Overly Cautious Portfolios – Oxford Risk

Oxford Risk, a UK behavioural finance fintech serving wealth managers, advisors, banks, and pension...

Comment & Analysis results for Archive

WM Market Reports
4 July 2023

BNP Paribas' Wealth Arm Builds German Business Momentum, Broader Growth Beckons

The Paris-based group, which operates in a number of countries, spoke to this news service about...

Company Profiles
3 July 2023

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...

Trust Estate
26 June 2023

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...

Practice Strategies
12 June 2023

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...

Strategy
22 May 2023

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...