News, Comment & Analysis results for Archive

M and A
2 July 2024

Deals Of The Day: The Latest In Wealth Management M&A – Waverton, L&C, Nucleus, Others

The latest mergers, acquisitions and other corporate actions in the wealth management sector. ...

Technology
2 July 2024

Digital Digest: The Latest Tech News – Schroders Capital, SS&C, Marlborough

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

Awards
2 July 2024

Nominations Open For Fifth Annual WealthBriefing Swiss External Asset Management Awards 2025

Nominations have opened for our Swiss external asset managers awards programme, the results of...

Technology
1 July 2024

AI-Focused Equities To Stay Supported, Despite Tech-Led Volatility – UBS

After the recent tech-led volatility, Mark Haefele, UBS Global Wealth Management chief investment...

Compliance
1 July 2024

Compliance Corner: Court Reverses Licence Ban On Lithuanian Fintech

The latest compliance news: regulatory developments, punishments, guidance, permissions, new...

Strategy
1 July 2024

UBS Targets Unprofitable GWM Clients – Media

As UBS works to integrate Credit Suisse and examine the book of business, a media story focused on...

Investment Strategies
1 July 2024

UK & EU Elections: Spotlight On Investment Opportunities

With a change of UK government becoming increasingly likely and with elections in the EU, and...

Strategy
1 July 2024

HSBC Goes High-Tech In Pursuit Of HNW Indian Clients – Report

HSBC revolves around the India hub called GIFT City, a low-tax centre that in some ways is trying...

People Moves
1 July 2024

UBS Optimus Foundation Head To Lead Roger Federer's Charity

The Optimus Foundation, founded in the late 1990s by UBS, focuses on social and environmental...

Company Profiles
1 July 2024

Lombard Odier Says Its Stability, Closeness To Clients Will Win In Gulf

We talk to the MENA International head and senior executive officer at the Geneva-headquartered...

Comment & Analysis results for Archive