News, Comment & Analysis results for Archive

People Moves
26 February 2026

Who’s Moving Where In Wealth Management? – Ortec Finance, Belasko, GBST, Others

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

Technology
26 February 2026

Digital Digest: The Latest Tech News – Bankdata, Amundi

The latest technology news in the wealth management sector from around the world. ...

People Moves
26 February 2026

C Hoare & Co Names New CEO

The new appointee will be succeeding the CEO who is stepping down after five years. ...

Surveys
26 February 2026

Confidence Amongst Wealthy Individuals In UK Economy Drops

The latest Saltus Wealth Index Report shows that the rebound in confidence among UK high net worth...

People Moves
26 February 2026

Ex-UBS Figure Joins NatWest's Wealth Arm As "People Director"

The new recruit will have an important role at a time when the UK lender integrates Evelyn Partners...

Comment & Analysis results for Archive

Company Profiles
25 November 2022

Standard Chartered's Advisory Strengths Tapped In Testing Times

This news service continues to profile organisations making an impact in the Channel Islands of...

Fund Management
24 November 2022

Niche Carmignac Fund Aims To Win Big In Family-Owned Companies Space

We talk to a manager of a fund that concentrates on family-owned businesses, and these can range...

Wealth Strategies
22 November 2022

Does Liability-Driven Investment Have Any Place In Wealth Managers' Toolkits?

The area of liability-driven investment is a specialist approach to managing money for final-salary...

Investment Strategies
9 November 2022

Cash-Rich Firms Can Tap M&A Opportunities As Rates Rise

Companies with plenty of cash stand to benefit from the M&A opportunities that can be thrown up in...

Fund Management
8 November 2022

Focus On Long-Term Investment Opportunities – Baillie Gifford

Faced with soaring inflation, rising interest rates and geopolitical conflicts, investment managers...