News, Comment & Analysis results for Archive

Financial Results
29 July 2026

Deutsche's Private Banking Pre-Tax Profit Unchanged In Q2 2026, AuM Rises

Among the details, Deutsche Bank said that net flows into its private bank rose by 39 per cent. ...

Financial Results
29 July 2026

UBS’s Wealth Results In Q2 2026 Show Revenue, AuM Increase; Group Profits Beat Forecasts

The Switzerland-headquartered group reported stronger revenues in its wealth arm, while overall...

Strategy
29 July 2026

Julius Baer Signs Dubai Agreement To Support Investor Relocations

The Swiss bank has signed a strategic agreement with the Dubai Department of Economy and Tourism in...

People Moves
29 July 2026

Ardian Makes Raft Of Executive Appointments

The moves include changes at the top of Ardian’s French business. The global group is...

People Moves
29 July 2026

Who’s Moving Where In Wealth Management? – Trimontium, Citi Investment Management

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

Technology
29 July 2026

EXCLUSIVE: How Does New York Data Centre Ban Shift AI Odds?

As this news service shows in interviews with wealth managers, they see AI as a driving force for...

Financial Results
28 July 2026

Attributable Profit Slips At Barclays' Private Bank, Wealth Arm In H1 2026

The UK-listed banking group reported a mixed set of figures in the private banking and wealth...

People Moves
28 July 2026

Who’s Moving Where In Wealth Management? – Natixis IM, Womble Bond Dickinson, Others

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

People Moves
28 July 2026

State Street Names New MD, Head Of Direct Retail, Digital Wealth International

The firm said that the new head’s experience in building partnerships with some of Europe’s...

People Moves
28 July 2026

SuMi TRUST AM Appoints London Office Leader

There is a change at the top of the London office for the Japanese investment business. ...

Comment & Analysis results for Archive

Client Affairs
1 December 2022

HNW Individuals' Public Profiles Risk Reputation Threats

Social media and the constant flow of news puts HNW people under intense scrutiny. Here is an...

Legal
30 November 2022

Invisible Contracts When Moving In With A Partner

Couples choosing to cohabit should consider documenting their intentions in relation to their...

Compliance
29 November 2022

Digital Asset Market Becomes Fraudsters' Playground

The author of this article says that a lack of effective regulation, combined with an audience...

Compliance
29 November 2022

The FTX Collapse: The Lessons

The author of this article argues that the failures with FTX are little to do with regulation or...

Technology
28 November 2022

The FTX Collapse: When Mistruths Over Rules, Risk And Impact Spread

ESG investors and boosters should learn from the FTX collapse, for instance what happens if certain...

Company Profiles
25 November 2022

Standard Chartered's Advisory Strengths Tapped In Testing Times

This news service continues to profile organisations making an impact in the Channel Islands of...

Fund Management
24 November 2022

Niche Carmignac Fund Aims To Win Big In Family-Owned Companies Space

We talk to a manager of a fund that concentrates on family-owned businesses, and these can range...

Wealth Strategies
22 November 2022

Does Liability-Driven Investment Have Any Place In Wealth Managers' Toolkits?

The area of liability-driven investment is a specialist approach to managing money for final-salary...

Investment Strategies
9 November 2022

Cash-Rich Firms Can Tap M&A Opportunities As Rates Rise

Companies with plenty of cash stand to benefit from the M&A opportunities that can be thrown up in...

Fund Management
8 November 2022

Focus On Long-Term Investment Opportunities – Baillie Gifford

Faced with soaring inflation, rising interest rates and geopolitical conflicts, investment managers...