News, Comment & Analysis results for Archive

People Moves
6 October 2025

Swiss Life AM In UK Unveils Change At The Top

After the CEO of the UK business – part of a wider group – stands down, his role will be split...

People Moves
3 October 2025

Who’s Moving Where In Wealth Management? – Raymond James, Charles Russell Speechlys, Others

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

M and A
3 October 2025

Lloyds Takes Full Control Of Schroders Personal Wealth JV – Report

A report said the UK bank will take over the 49.9 per cent stake of its JV partner, Schroders, in...

Investment Strategies
3 October 2025

Bankers Fear "Bitcoin Treasuries" Are An Accident Waiting To Happen – Here's Why

Regardless of what the latest tech or investment enthusiasm is, a danger that goes back centuries...

New Products
3 October 2025

What’s New In Investments, Funds? – LGT Capital Partners

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

Comment & Analysis results for Archive

Strategy
31 January 2022

Rebuilding Trust, Respect For Financial Services

Advisors have had to completely change how they engage with clients over the past two years because...

Investment Strategies
19 January 2022

Investors Should Lean In To India's Opportunities – Matthews Asia

India can provide investors with a high-growth allocation in their portfolios particularly at a...

Strategy
18 January 2022

Book Review: How People Become Famous, By Rainer Zitelmann

Assuming a person wants to become famous (leaving aside the downsides of this), what steps should...

ESG
14 January 2022

Wealth Industry's Force For Environmental Good Accelerates

We talk to an investment firm at the cutting edge of putting money to work in businesses that cut...

Philanthropy
13 January 2022

Cazenove Capital Eyes Strong Donor Advised Fund Demand

Donor-advised funds are a turn-key solution for rapidly building a philanthropic toolkit and...