News, Comment & Analysis results for Archive

Investment Strategies
13 August 2026

Julius Baer Constructive On Japanese Equities Despite Stronger Yen

Swiss private bank Julius Baer, together with other wealth managers, share their insights on the...

Compliance
13 August 2026

US Treasury Permanently Ends BO Reporting Requirement On US Persons, Corporates

This week, the US government ratcheted up debate on how far authorities can go in putting...

Compliance
13 August 2026

Regulation Proposals Fail To Calm Swiss Banks' Worries

Federal authorities in Switzerland's capital of Berne have proposed new liquidity and regulatory...

People Moves
13 August 2026

Hilbert Names Group Chief Financial Officer

The appointee comes with nearly two decades of experience in audit, financial services and as a...

People Moves
13 August 2026

Who’s Moving Where In Wealth Management? – M&G, St James’s Place

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

New Products
13 August 2026

Nomura IWM Launches New Gold Trading And Custody Service

As gold is increasingly becoming part of an investor’s portfolio and as prices climb to their...

Investment Strategies
13 August 2026

Wealth Managers Remain Upbeat On Gold

After the gold price jumped significantly over the past week, UBS Global Wealth Management,...

Technology
13 August 2026

Digital Digest: The Latest Tech News – Model ML, HSBC Asset Management

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

Financial Results
12 August 2026

Momentum Builds At ABN AMRO's Wealth Business, Bank Says

The lender reported second-quarter results that showed, among other details, a double-digit...

People Moves
12 August 2026

Who’s Moving Where In Wealth Management? – Dericon, Continuum

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

Comment & Analysis results for Archive

Company Profiles
13 April 2023

Avaloq Sees UK Opportunities From M&A, Tech Changes

Mergers and acquisitions, artificial intelligence, blockchain technology and secular drivers of...

Offshore
12 April 2023

Why Residency/Citizenship-By-Investment Visas Aren't Going Away

This news service speaks to a business that has offices in a number of jurisdictions – including...

Company Profiles
11 April 2023

Welrex Says Business Model Taps Need For Change

A new UK-based digital investment management platform for relationship managers, encompassing B2B...

Strategy
3 April 2023

GCC Countries’ Economic Dynamism Attracts Investors And Wealth

In the first of a series of articles, we look at trends in the GCC region's wealth management...

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...

Asset Management
6 March 2023

Comgest's Mood Brightens For Europe, Asia Investments

After a strong start to global stock markets, Franz Weis chief investment officer at Comgest, a...

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...