News, Comment & Analysis results for Archive

Art
October 23, 2025

HNW Individuals, Especially Women, Actively Involved In Art – UBS/Art Basel Study

The Art Basel and UBS Survey of Global Collecting 2025 authored by Dr Clare McAndrew, founder of

People Moves
October 23, 2025

Changes At Top Of Sequoia Financial

With its HQ in Akron, Ohio, the group has made a number of C-suite changes.

People Moves
October 23, 2025

Certuity Appoints Ex-UBS Senior Figure As Institutional Wealth Head

With a track record of working for large banks, as well as an active entrepreneur and advisor, the

New Products
October 22, 2025

What’s New In Investments, Funds? – Aberdeen Investments

The latest news in investment offerings, financial products and other services relevant to wealth

Strategy
October 22, 2025

Goldman Sachs Sets Up Saudi Arabia Private Wealth Team

The US bank, which is ebullient about the economic prospects for the country, said it has a "highly

Surveys
October 22, 2025

Family Firms To Outpace Non-Family Peers By 2030 – Deloitte

Growth momentum for family offices is in evidence even though the economic outlook is uncertain.

Technology
October 22, 2025

AI A top Investment Priority For CEOs – KPMG

Sixty-nine per cent of CEOs plan to allocate 10 to 20 per cent of their budgets to AI over the next

Strategy
October 21, 2025

Dynasty Unveils Breakaway Investment Banking Offering

The offering is steered at "top-tier wirehouse and broker-dealer advisor teams" that are, for

M and A
October 21, 2025

Private Equity House Agrees To Buy Stake In Canada's Wellington-Altus

The Canadian firm, founded in 2017, has said it is seeking to change the face of the country's

People Moves
October 21, 2025

Citi Private Bank Builds Mexico Capabilities

The senior banker has worked at UBS, JP Morgan and Santander.

Comment & Analysis results for Archive