News, Comment & Analysis results for Archive

Asset Management
22 September 2022

Australia's Bell AM Delivers For Union Bancaire Privée

Switzerland's Union Bancaire Privée has been working over the past two years with Australia-based...

People Moves
22 September 2022

Who's Moving Where In Wealth Management? – Edmond De Rothschild, Fidelity International, Lincoln

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

Alt Investments
22 September 2022

Fine Print Sours Alternative Funds Investors – Preqin

The fine print around alternative investment funds such as private equity, debt and venture capital...

M and A
22 September 2022

Julius Baer Buys Stake In Chinese Investment House

This week, Swiss bank Julius Baer has partnered with GROW Investment Group, a China-based domestic...

ESG
22 September 2022

Focus On Schroders’ Sustainable Bond Fund

Despite the challenges of investing sustainably in sovereign debt, Paul Grainger, head of global...

People Moves
21 September 2022

Bank Syz Appoints Former Pictet Senior Figure

The appointment adds to a number of recent hires by the Switzerland-based group. ...

Compliance
21 September 2022

KYC Checks Create Financial Inclusion Headache – Study

Know your client (KYC) tests are important, as the wealth industry knows. Beyond the ranks of high...

Investment Strategies
21 September 2022

Stonehage Fleming Manager Explains Japan Equity Play

An investment figure at the UK-based multi-family office talks about a recent specific stock market...

WM Market Reports
21 September 2022

Global Wealth Growth To Stumble After Strong 2021 – Credit Suisse Study

Wealth around the world rose strongly last year, fuelled by the rise of equity markets as the worst...

People Moves
21 September 2022

Who's Moving Where In Wealth Management? – Impax, Evelyn Partners, Nuveen, Others

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

Comment & Analysis results for Archive