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Latest News

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People Moves - 21 February 2020

Asian C-Suite Reshuffle At J Safra Sarasin

The banking group announces a number of changes, including a new CEO for its Asia business. One of the new figures was a top figure at BNP Paribas. ...

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Reports - 21 February 2020

GAM Results Show Long Road Ahead

Beleaguered Swiss funds manager GAM posted expected "materially lower" 2019 results yesterday as it continues to claw back assets and investor confidence from a bruising 2019. ...

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Surveys - 21 February 2020

Wealth Managers, Find Your Voice - EY Study

Following the longest bull-run in history the last decade, driving returns to all-time highs, the industry faces a “considerable” slowdown in global net new money. Managers need to re-double creative service...

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People Moves - 21 February 2020

UBS Names New Chief Executive As Ermotti Steps Down

Lugano, Switzerland-born Sergio Ermotti is standing down after a decade at the world's largest wealth manager. He has been instrumental in reshaping the bank after what had been a testing period. The new CEO com...

Comment and Analysis

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Client Affairs - 24 January 2020

Protecting The Client: Why It's Much More Than Guarding Money

This news service is looking at a variety of topics that collectively come under the title of "protecting the client". In coming days we'll explore a range of issues that explore what advisors and organisations ...

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WM Market Reports - 20 December 2019

WEALTH TALK: Taking Stock Of 2019, Looking Ahead To 2020

After a momentous year for politics and financial services in jurisdictions such as the US, Britain, Hong Kong and France, we take a chance to reflect on what the wealth management story has been and what is in ...

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Strategy - 20 December 2019

Updated Forward Features Schedule

This is a list of the topics the editors of this news service are tracking over the coming 12 months. It is revised regularly. ...

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