News, Comment & Analysis results for Archive

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...

People Moves
20 March 2026

CEO of DWS Appointed To Deutsche Bank's Management Board

For DWS, the appointment its CEO as a Deutsche Bank management board member offers the opportunity...

Investment Strategies
20 March 2026

Middle East Conflict Causes Central Banks To Hold Rates

After central banks kept interest rates unchanged this week, wealth managers discuss the impact on...

Comment & Analysis results for Archive