News, Comment & Analysis results for Archive

People Moves
4 August 2026

Lombard Odier Bolsters Turkey Business, Hires Ex-UBS Figure

As the potential of the Turkish wealth management market grows, the Swiss private bank is...

M and A
3 August 2026

ABN AMRO Completes €875 Million Dutch Bank Merger

The merger, which appears not to cover areas such as wealth management, covers markets in the...

Strategy
3 August 2026

Family Offices Increasingly Turn To Third-Party Specialists – Survey

Research among family offices managing a combined $119.37 billion found that a clear majority...

Investment Strategies
3 August 2026

HSBC's Private Bank, Wealth Arm Still Favours US Equities, Dollar

After a period of sharp selling of semiconductor stocks and continued geopolitical volatility,...

Financial Results
3 August 2026

Lloyds Sets Welcome Summer Surprise With H1 2026 Profit Result

The UK banking group set out its interim results last week and detailed some of the costs and...

People Moves
3 August 2026

Who’s Moving Where In Wealth Management? – Investor Pointe, Walkers, M&G

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

Financial Results
31 July 2026

Private Banking, Wealth Operating Profit Rises At NatWest; Evelyn Arrival Boosts AuM

The figures reflect the impact of this year's acquisition of Evelyn Partners. ...

People Moves
31 July 2026

RBC WM Sets Out Next Phase Of European Growth

RBC Wealth Management Europe has announced that it aims to hire more than 70 expert advisors as...

Tax
31 July 2026

OPINION OF THE WEEK: New York's New Property Database Raises Privacy Vs Transparency Debate

The publication of property data in New York as part of the preparations for a new "pied à terre"...

People Moves
31 July 2026

CaixaBank Revamps Wealth Management Division

Valencia-headquartered CaixaBank has created a new organisational structure for its wealth...

Comment & Analysis results for Archive

Emerging Markets
14 October 2022

Focus On Investment Opportunities In China – Chartwell Capital

As investors struggle to decide where to put their money, Ronald Chan, founder and CIO of Chartwell...

WM Market Reports
4 October 2022

Tenth WealthBriefing Tech & Ops Trends Report

Here is our 2022 Technology and Operations Report, a regular overview of the trends affecting the...

Offshore
30 September 2022

Green Funds, Foundations And Other Qualities: The Guernsey Formula

This news service talks to the organisation that promotes the island's financial services sector...

Company Profiles
21 September 2022

Get Ready For More Assets To Be "Financialised"

We talk to a business using cryptocurrency and blockchain tools to make diamonds a more efficient...

ESG
13 September 2022

Fossil Fuels And Transition: What's The Direction Of Travel?

A commentator on ESG and sustainability talks to this publication about the transition from fossil...

Offshore
6 September 2022

Havens Of Calm In Volatile Times: The Channel Islands

At last, after the lockdowns and restrictions have eased off, this news service spent time in...

Surveys
29 August 2022

Asia Has Less Envy And More People Striving For Wealth

Social envy of wealth is much lower in parts of Asia than in many European nations – arguably a...

Company Profiles
18 August 2022

Business Travel – An Expanding Frontier For Airbus

The world’s business aviation industry is a barometer for the wealth management industry to...

ESG
16 August 2022

Pushback Against ESG: Collective Action Or Collective Suicide?

The supposedly remorseless drive against carbon-based energy towards areas such as wind, solar,...

Emerging Markets
15 August 2022

Crux Asset Management Eyes Indonesian Promise

We talk to an asset manager running Asia ex-Japan equities who argues that there is a strong and...