Technology
10 February 2022

Digital Digest: The Latest Tech News – Refinitiv, Microsoft

The latest developments in technology and digitalization of wealth management. ...

Market Research
9 February 2022

Investors Spooked By Market Downturn – UBS Study

Key takeaways are HNW investors’ expectations that inflation will continue, and, given...

People Moves
9 February 2022

Who's Moving Where In Wealth Management? – IQ-EQ

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

Reports
9 February 2022

Wealth, Asset Management Pre-Tax Profit Rises At BNP Paribas

The group operates across a number of regions and nations. At the end of last year, total AuM stood...

People Moves
9 February 2022

Banque J Safra Sarasin Adds To Madrid Team

The bank is cranking up its Spanish presence, having announced its new office in Madrid a few days...

ESG
9 February 2022

The ESG Phenomenon: CFA Society Of The UK

Developments in and around the ESG investment space. ...

Alt Investments
9 February 2022

UK Venture Capital Trusts – A Useful Tool, But Choose Wisely

The author of this article returns to the subject of Venture Capital Trusts, which carry a number...

Compliance
8 February 2022

Deutsche Reportedly Overhauling Electronic Communications

The reported move by the German bank to improve recording of electronic communication channels...

Client Affairs
8 February 2022

Elite Swiss School Prepares Wealthy Next Gen

A 132-year-old private school in St Gallen comes with a price tag, but it says its work in...

New Office
8 February 2022

Rothschild & Co Taps Barclays Wealth Manager For New UK Office

Rothschild & Co has tapped a Barclays wealth manager to establish a new wealth management office...