News, Comment & Analysis results for Archive
Ogier Names New Middle East Director
A number of Asia-based banks and wealth management institutions have set up shop in the Gulf. ...
Using Private Client Investment Data As Reality Check
A point that often comes up in conversations with wealth managers is the importance of accurately...
Wealth Sector Eyes New Swiss Qualified Investor Funds Regime
A new funds structure in Switzerland, open to qualified investors only, is designed to sharpen the...
Swiss Regulator Updates EAM, Trustee Licences Data
The Swiss EAM and trustees industry has gone through a major regulatory change in recent years....
JM Finn Names New Chief Operating Officer
The chief operating officer comes from RBC Brewin Dolphin. ...
UK Tax – Investigating Income From HNW Individuals At Record High
As UK chancellor of the exchequer Jeremy Hunt prepares the Spring budget on 6 March, and as HMRC...
Who's Moving Where In Wealth Management? – Quilter Investors, AXA IM, Others
The latest moves and appointments in wealth management in the UK, the rest of Europe, the Middle...
Expansion-Minded Progeny Names Chief Financial Officer
The business has acquired almost 30 businesses, such as tax and financial advisors and accountancy...
Canaccord Genuity WM Posts Positive Financial Results In 2023
Canadian-based Canaccord Genuity Wealth Management this week announced its financial results for...
Pictet's Profits Down 25 Per Cent In 2023
The Swiss private banking group, which operates in multiple jurisdictions, this week released its...
Comment & Analysis results for Archive
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