News, Comment & Analysis results for Archive

Compliance
24 March 2026

Berne Financial Services Agreement A Template For Other Pacts – SBA Interview

As financial sector professionals in Switzerland and the UK continue to digest the impact of an...

Compliance
23 March 2026

UBS Secures Clearance To Become Nationally Chartered US Bank

The step is a significant one for the Swiss group, which has been busy integrating the Credit...

People Moves
23 March 2026

Summary Of Executive Moves In Global Wealth Management – January 2026

A roundup of the moves, changes, appointments and personnel shifts in January around the world. ...

Financial Results
23 March 2026

EFG International Shareholders Approve Dividend Raise, Re-Elections

The Swiss firm's AGM saw shareholders approve a dividend hike for 2025 and re-election of its board...

Tax
23 March 2026

Inheritance, Capital Gains Tax Data Highlights Fiscal Squeeze In UK

Latest data about UK inheritance tax and capital gains taxes highlights the impact of "fiscal drag"...

Investment Strategies
23 March 2026

Diversification From US Equities Continues – Natixis IM

In Paris last week, experts at Natixis Investment Managers Thought Leadership Summit, attended by...

Investment Strategies
23 March 2026

EXCLUSIVE: Spotlight On Listed Infrastructure

Justin Lannen and Steven Kempler, portfolio managers of the Pacific Maple-Brown Abbott Global...

Strategy
23 March 2026

In Unsettled Times, US HNW Citizens Ponder Foreign Options

We talk to an advisor about the issues confronting those thinking of moving outside the US, or...

Financial Results
23 March 2026

Edmond de Rothschild AuM Hit Record High In 2025

Geneva-based private banking group Edmond de Rothschild reported strong growth in 2025, driven by...

People Moves
23 March 2026

Who’s Moving Where In Wealth Management? – Equiom

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

Comment & Analysis results for Archive