News, Comment & Analysis results for services

Financial Results
30 September 2026

Pre-Tax Operating Loss Narrows Sharply At Close Brothers In 2026 Financial Year

The UK banking and financial services group has sold off parts of its business and made other...

New Products
30 September 2026

What’s New In Investments, Funds? – Fidelity International, Schroders, Vontobel, Others

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

People Moves
24 September 2026

Who’s Moving Where In Wealth Management? – Dubai Financial Services Authority, Oakglen Wealth

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

Asset Management
23 September 2026

What's New In Investments, Funds? – Invesco, Schroders Capital

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

New Office
22 September 2026

Addepar Expands European Footprint With Poland Office

The new office, in Warsaw, will support activity such as global research and development, client...

Asset Management
22 September 2026

What's New In Investments, Funds? – Russell Investments, Unio Wealth Management, FE fundinfo, Others

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

People Moves
21 September 2026

Who's Moving Where In Wealth Management – Janus Henderson, Amundi

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

New Office
18 September 2026

Klay Group Confirms Hong Kong Ambitions, Other Goals

The financial services firm, which looks after private clients and businesses, is continuing to...

New Products
17 September 2026

What’s New In Investments, Funds? – Quoniam Asset Management, Aberdeen Investments

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

New Products
16 September 2026

What’s New In Investments, Funds? – Carmignac, WisdomTree

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

Comment & Analysis results for services

Compliance
23 February 2026

ANALYSIS: “Ground-breaking” Swiss-UK Financial Pact – How Will It Boost Business?

In this feature, we talk to a variety of firms and organisations about the Berne Financial Services...

Family Office
23 May 2025

The Hard Realities Of Family Office Economics – In Conversation With Stonehage Fleming

Family offices are a hot topic, and many UHNW families want to create them, but going solo is an...

Technology
19 February 2025

The Soaring Trend Of AI "Co-Pilots" In Wealth Management

We hear much commentary today about the use of AI "co-pilots" in financial services. What do they...

New Office
8 October 2024

The Bahamas: A Complete And Compelling Choice - Part 2

This document sets out areas that continue to preoccupy financial services professionals working in...

Offshore
1 July 2024

The Bahamas: A Complete And Compelling Choice – Part 1

The document has been put together by the Caribbean jurisdiction's financial services sector...

Technology
14 May 2024

Exclusive: FIS Focuses On AI’s Wealth Management Role

Russell Andrews, head of wealth and asset management EMEA, capital markets at Florida-headquartered...

Strategy
15 January 2024

IQ-EQ Taps Into Gulf Region's Wealth Bonanza

Shortly after announcing new operations in Abu Dhabi, the investor services group talked to this...

Strategy
15 September 2023

Learning From The UK "De-Banking" Furore – A Modern Bank's Perspective

A new financial services firm that calls itself a "Coutts-Revolut" hybrid reflects on the recent...

Compliance
24 February 2023

Foundations For Effective Corporate Governance

The author argues that UK regulatory expectations largely date back to the financial crisis. At...

White Papers
3 February 2023

Achieving Digital Experience Goals With Technology

The author of this article – the second in a series – argues that even in difficult...