News, Comment & Analysis results for Archive

Surveys
19 June 2025

Global Wealth Rose In 2024, US Dominates Trend – UBS

Zurich-headquartered private bank UBS has released its Global Wealth Report 2025. The survey...

People Moves
19 June 2025

Change At The Top Of GAM, New CEO Named

After holding the CEO post since October 2023, Elmar Zumbuehl is stepping away from the job at GAM...

Awards
19 June 2025

Nominations Open For Fifth Annual WealthBriefing WealthTech Americas Awards 2026

The awards recognize excellence in innovation and achievement across the wealth technology...

Investment Strategies
19 June 2025

Guinness Favours European Over US Equities

At a media event in London this month, Guinness Global Investors discussed why it believes that...

Tax
18 June 2025

UK Reportedly Considers U-Turn On Non-Doms' IHT – Reactions

With growth flatlining at best, and demands for public spending continuing to mount, the UK...

Comment & Analysis results for Archive

ESG
10 June 2022

EDITORIAL COMMENT: BCG Highlights Wealth Managers' Sustainability Prize, Challenges

The issues around sustainability unsurprisingly get big treatment in the annual Boston Consulting...

Compliance
9 June 2022

BOOK REVIEW: "Putin's People" Casts Western Financial Firms In Harsh Light

Reading this book will be a painful experience for some bankers and financial service figures in...

Market Research
1 June 2022

How War Affects Agriculture Investment

Roberto Viton, founder and managing director at Valoral Advisors, discusses key trends and the...

Company Profiles
1 June 2022

Wealth Sector Consolidation Continues, Says Expanding Canaccord Genuity WM

There have been a number of M&A deals in wealth management in the UK, and one player in the scene...

Strategy
20 May 2022

EDITORIAL COMMENT: A High Net Worth Status Ain't What It Used To Be

Inflation is eroding the value of money at a rapid clip, and that means the old minimum sums...