News, Comment & Analysis results for Archive

Awards
26 November 2024

Nominations Open For Fourth Annual WealthBriefing Wealth For Good Awards 2025

The awards – now in their fourth year – are part of a global programme organised by the...

Investment Strategies
25 November 2024

Look Beyond Recent Winners For Return Opportunities – Schroders

Schroders chief investment officer (CIO), Johanna Kyrklund, and Nils Rode, CIO for private markets...

Tax
25 November 2024

Wealth Managers React To Rise In IHT Receipts

Wealth managers react to the latest figures from HM Revenue and Customs – showing another rise in...

Surveys
25 November 2024

UK Budget Enhances Need For Retirement Income Advice – BNY Investments

New research from BNY Investments and NextWealth – entitled “Retirement advice in the UK: time...

People Moves
25 November 2024

Pictet Hires From Rival For New Asia-Focused Desk In Zurich

The clients being targeted are those in Asia who, for reasons of geopolitical stability and...

Company Profiles
25 November 2024

An Expanding Horizon For Lighthouse Canton

With its Singapore HQ, onshore India business, a planned office in London and business presence in...

Surveys
25 November 2024

Younger Generation Turn To Social Media To Plan Careers – St James's Place

New research by St James’s Place Financial Adviser Academy and hiring platform Indeed looks at...

Investment Strategies
25 November 2024

UBS GWM Smiles On US Equities, AI In 2025

The chief investment office at Zurich-headquartered UBS Global Wealth Management looks at key...

Financial Results
22 November 2024

Julius Baer's 10-Month AuM Rises; New CEO Confirmed

The Swiss lender, which has confirmed the arrival of a new CEO next year, has reported its latest...

People Moves
22 November 2024

UBP Names New Middle East Market Head

The new senior hire, who has more than two decades of experience in private banking across the UAE...

Comment & Analysis results for Archive