News, Comment & Analysis results for Archive

People Moves
9 July 2025

UBS Expands UK HNW Team With Senior Private Banker Hire

Joining from Nedbank, the newly-appointed figure will work with HNW clients in the UK and Channel...

M and A
9 July 2025

France's Group Banque Richelieu Acquires Swiss Private Bank

The purchase of Kaleido Private Bank expands Richelieu's Swiss market presence, adding to its...

People Moves
9 July 2025

Mirabaud & Cie (Europe) Names New CEO

The new senior hire, who has had an "exemplary career," has nearly 20 years of experience as a...

ESG
9 July 2025

Most Investors Buy Into Sustainability Agenda – BNP Paribas

The French banking group issued a survey examing what institutional investors think about the...

Investment Strategies
9 July 2025

As Trade Worries Linger, Edmond de Rothschild AM Prefers European Over US Equities

Paris-headquartered Edmond de Rothschild Asset Management has released its investment outlook for...

Comment & Analysis results for Archive

WM Market Reports
22 March 2023

Tech Traps Wealth Managers Must Avoid 2023

The latest edition of our regular "Tech Traps" reports. ...

Compliance
21 March 2023

Developments In Private Bank RegTech – Views From The Experts

Regulatory technology – software that a private bank has to use in order to produce information...

Alt Investments
21 March 2023

In Tough Times, Private Market Secondaries Can Shine

The venture capital, private equity and other parts of the "private markets" space have been jolted...

Strategy
9 March 2023

Exclusive: Biotech Sector To Take Off In 2023

Swiss-based BB Biotech’s head investment manager, Daniel Koller, talks to this news publication...

Offshore
6 March 2023

The Squeeze On Investment Visas – What Should Happen Now?

With these programmes, the subject of this interview says, the benefit is not just in the initial...