News, Comment & Analysis results for Archive

Surveys
2 November 2023

Most Investors Comfortable Using AI For Investment Advice – Avaloq

This week, Avaloq, a specialist in digital banking solutions and wealth management technology,...

Surveys
2 November 2023

HNW Individuals Buy Replica Luxury Goods, Fret About Robbery

These stories also shed light on an important role that advisors should take, particularly with...

People Moves
2 November 2023

Who’s Moving Where In Wealth Management? – Dillon Eustace, Taylor Wessing

The latest moves and appointments in wealth management in the UK, the rest of Europe, the Middle...

People Moves
2 November 2023

Summary Of Executive Moves In Global Wealth Management – August 2023

August was a busy month for moves. There were comings and goings at firms including Coutts, Lombard...

Financial Results
1 November 2023

Evelyn Partners AuMA Up In 2023

UK wealth manager Evelyn Partners has just released its third quarter trading update for 2023. ...

Uncategorised
1 November 2023

Cayman Islands, Panama Hail Removal From "Grey List"

The presence on this list, while it certainly doesn't halt financial business, can be a dampener...

Compliance
1 November 2023

UBS Reacts To New US Executive Order On AI

The executive order on artificial intelligence – signed by US President Biden – aims to protect...

Strategy
1 November 2023

Eurozone Inflation And Growth Drops – Reactions

After eurozone inflation fell again in October by more than expected, and the economy shrunk,...

People Moves
1 November 2023

Citigroup Names New Head Of EM Economics Research

For the first time, the new head will be based in Asia, a sign of how the centre of economic...

Philanthropy
1 November 2023

US Philanthropy Becomes More Institutional, Skews Towards Wealthy – Citigroup Study

The US banking group drills into the details of philanthropy in its domestic market and...

Comment & Analysis results for Archive