News, Comment & Analysis results for Archive

People Moves
6 December 2022

Who’s Moving Where In Wealth Management? – Close Brothers AM, Cazenove Capital, Others

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

People Moves
6 December 2022

Rothschild & Co Boosts Swiss Presence

The Paris-based investment bank is expanding its wealth management presence in German-speaking...

Technology
6 December 2022

Switzerland's SEBA Bank Inks Asia Partnership

The pact will target the Hong Kong and Switzerland markets. ...

Technology
6 December 2022

Indosuez Wealth Management Launches Digital Platform

The platform has been launched in response to clients’ new expectations in terms of digital...

Compliance
6 December 2022

Compliance Corner: Arbuthnot Latham, Clausematch

The latest compliance news: regulatory developments, punishments, guidance, permissions and new...

People Moves
6 December 2022

LGT Wealth Management Names New Investment Chief

The new CIO, who is taking up the post from the start of January, has been at the firm since...

Trust Estate
6 December 2022

Liability Of Trustees When There’s An Economic Crisis – Whom To Trust?

Given the current volatility of a whole spectrum of investments, it seems inevitable that trustees...

M and A
5 December 2022

Deals Of The Day: The Latest In Wealth Management M&A – Wedlake Bell

The latest mergers and acquisitions and other corporate actions in the wealth management sector. ...

Strategy
5 December 2022

Shining A Spotlight On The Great Wealth Transfer – A View From Jersey

The author of this article argues that today’s wealth manager needs to work smarter and faster to...

ESG
5 December 2022

Five Sustainability Trends To Watch – Schroders

Faced with increasing challenges, Andy Howard, global head of sustainable investment at Schroders,...

Comment & Analysis results for Archive