News, Comment & Analysis results for Archive

Uncategorised
8 January 2025

Change At Top Of UK's Close Brothers

Stepping down to focus on his health, the departing CEO at the UK banking and financial services...

Fund Management
8 January 2025

SEI Targets Luxembourg's Alternatives Funds Sector

The US firm has identified provision of depositary services for private market funds as an...

Company Profiles
8 January 2025

Lombard Odier Leans Into Middle East Growth Story

This news service recently met with the Swiss bank in Dubai to discuss its strategy, views about...

People Moves
8 January 2025

Who’s Moving Where In Wealth Management? – CISI, Carmignac, Crestbridge

The latest moves, appointments and personnel changes among wealth management and related...

Investment Strategies
8 January 2025

Value Partners Positive On Chinese Equities In 2025

Hong Kong-based Value Partners has just released its 2025 Market Outlook report, sharing its...

M and A
7 January 2025

Vontobel Completes IHAG Privatbank Acquisition

The Zurich-listed firm said the acquisition has a positive effect on its group net profit. ...

People Moves
7 January 2025

Who's Moving Where In Wealth Management? – Charles Russell Speechlys, Stephenson Executive Search, Others

The latest moves, appointments and personnel changes in the UK, continental Europe, Middle East and...

Investment Strategies
7 January 2025

UBS's Wealth Arm Still Feels Investment Love For AI

Mark Haefele, chief investment officer at UBS Global Wealth Management, discusses the outlook for...

Investment Strategies
7 January 2025

US Equity Returns Will Be Harder To Earn In 2025

It is going to be a tougher task to find the sort of performance that has come through in the US...

People Moves
6 January 2025

Leadership Changes At Swiss Banking Group

The Zurich-based organisation was founded a decade ago by the great-grandson of Julius Baer,...

Comment & Analysis results for Archive

ESG
13 September 2022

Fossil Fuels And Transition: What's The Direction Of Travel?

A commentator on ESG and sustainability talks to this publication about the transition from fossil...

Offshore
6 September 2022

Havens Of Calm In Volatile Times: The Channel Islands

At last, after the lockdowns and restrictions have eased off, this news service spent time in...

Surveys
29 August 2022

Asia Has Less Envy And More People Striving For Wealth

Social envy of wealth is much lower in parts of Asia than in many European nations – arguably a...

Company Profiles
18 August 2022

Business Travel – An Expanding Frontier For Airbus

The world’s business aviation industry is a barometer for the wealth management industry to...

ESG
16 August 2022

Pushback Against ESG: Collective Action Or Collective Suicide?

The supposedly remorseless drive against carbon-based energy towards areas such as wind, solar,...

Emerging Markets
15 August 2022

Crux Asset Management Eyes Indonesian Promise

We talk to an asset manager running Asia ex-Japan equities who argues that there is a strong and...

Uncategorised
1 August 2022

Updated Forward Features For 2022-23

Here is the most recent forward features schedule, taking us to the end of 2022. ...

Company Profiles
25 July 2022

Taking Blockchain Down A More Mainstream, Energy-Efficient Path

This publication talks to investor, restauranteur, sports sponsor, Saxo Bank co-founder and...

Compliance
22 July 2022

Unexplained Wealth Orders: Where Are We Now?

These orders were introduced into the weaponry of UK law enforcement in 2018, prompted by concerns...

Strategy
21 July 2022

Wealth Managers Who Can Make It Rain – Overcoming Short-Term Thinking

Wealth managers need to think more strategically, and bring in the kind of change-making...