News, Comment & Analysis results for Archive

Surveys
28 November 2022

Next Gen HNWIs Favour Islamic, Sustainable Assets – Lombard Odier

Lombard Odier, a global wealth and asset manager with a 50-year legacy in the Middle East of...

Technology
28 November 2022

SimCorp Partners With Due Diligence Software Firm

Due diligence processes in asset management can be intensely laborious. A firm using digital...

People Moves
28 November 2022

Change At Top Of DWS Group

This week, DWS Group, an asset manager with €833 billion ($866 billion) of assets under...

People Moves
28 November 2022

Bank J Safra Sarasin Appoints Former Julius Baer Bankers

The Swiss-Brazilian private banking house has brought over a number of figures from its rival. The...

People Moves
28 November 2022

Who’s Moving Where In Wealth Management? – Payne Hicks Beach

The latest moves and appointments in wealth management roles in the UK, the rest of Europe, the...

New Products
25 November 2022

Hex Trust Receives MVP Licence

Hex Trust, a licensed and insured provider of bank-grade custody and associated services for...

People Moves
25 November 2022

Who’s Moving Where In Wealth Management? – Praxis, Amati Global

The latest moves and appointments in wealth management roles in the UK, the rest of Europe, the...

Investment Strategies
25 November 2022

Direct Investing And Specialised Fundraising Rounds Attract Family Office Clients – Stonehage Fleming

The UK-based multi-family office recently discussed direct investing – a hot trend in the sector...

M and A
24 November 2022

Romanzina Named CEO Of Vontobel Swiss Wealth Advisors

Jacqueline Hess has been appointed as vice chair of the board of directors of the new Vontobel...

Wealth Strategies
24 November 2022

Deutsche Bank Outlines 2023 Global Outlook

Deutsche Bank Private Bank’s global chief investment officer Christian Nolting and Zeynep Ozturk,...

Comment & Analysis results for Archive