News, Comment & Analysis results for Archive
EFG International Profit Rises 5 Per Cent; Assets Over SFr200 Billion
The Swiss group reported half-year figures and the completion of an acquisition that took its AuM...
Multrees Names New Deputy CEO
The new deputy CEO brings an exceptional blend of commercial insight, sector knowledge and...
Who’s Moving Where In Wealth Management? – State Street, Keyridge AM
The latest moves and appointments for wealth management roles in the UK, other parts of Europe, the...
A New UK Chancellor, And Cost Of Living In Focus – Wealth Sector Reactions
Financial markets proved relatively resilient on the arrival of a new UK Prime Minister in this...
Peace, Passport Strength Go Together – Survey
The 20th edition of the index shows that average visa-free access has nearly doubled since 2006,...
Julius Baer Net Profit Doubles To New Record In H1 2026
Shares in the standalone private banking group have risen this year but a record half-year 2026...
CFA Institute Explores How Investment Sector Navigates AI Impact
AI is forcing structural changes to the way that the investment and wealth management sector works....
Allfunds Gets New Berth Near Tower Bridge
Now all the wealthtech platform's UK-based functions are under one roof, as the firm continues to...
Who’s Moving Where In Wealth Management? – LGT WM, Rothschild & Co, BRI WM
The latest moves and appointments for wealth management roles in the UK, other parts of Europe, the...
BNP Paribas Sees European Clients Building Hong Kong-Based Family Offices – Report
Hong Kong has sought to encourage family offices to set up in the city. ...
Comment & Analysis results for Archive
As UK Raises Taxes, Where Do Venture Capital Trusts Fit In?
Investment vehicles that have certain tax advantages over time are more popular when certain...
The "ZXC" UK Court Decision Vs Bloomberg – What It Means For HNW Individuals
The UK Supreme Court has addressed a case regarding Bloomberg News publishing a highly confidential...
"Dry Powder" And "Democratisation" – Trends In Private Market Investing
This publication talks to Broadridge, the financial technology firm, about trends in the private...
How Barclays Private Bank Is Positioning Its Portfolios
We talk to the UK-based private bank to ask about its asset allocation stance, its expectations for...
Rebuilding Trust, Respect For Financial Services
Advisors have had to completely change how they engage with clients over the past two years because...
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...
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...
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...
Cazenove Capital Eyes Strong Donor Advised Fund Demand
Donor-advised funds are a turn-key solution for rapidly building a philanthropic toolkit and...
Tying Up A Deceased's Online Presence, What's At Stake
As online criminals become more sophisticated, it is critical that executors know how to wrap up a...