News, Comment & Analysis results for Archive

People Moves
July 2, 2024

JTC Reshapes Americas Operations

JTC said the changes will help it to deliver on its growth ambitions.

M and A
July 1, 2024

BlackRock Agrees To Buy Preqin For $3.2 Billion

The transaction will be a cash deal, the US asset management group said.

Alt Investments
July 1, 2024

Hedge Fund Launches Rose Sharply In Q1, Liquidations Held Steady

While their fortunes can wax and wane, the sector's performance remains an important focus for the

Technology
July 1, 2024

AI-Focused Equities To Stay Supported, Despite Tech-Led Volatility – UBS

After the recent tech-led volatility, Mark Haefele, UBS Global Wealth Management chief investment

Offshore
July 1, 2024

The Bahamas: A Complete And Compelling Choice – Part 1

The document has been put together by the Caribbean jurisdiction's financial services sector

Trust Estate
July 1, 2024

Keeping Composed Amid Threatened Taxes On Unrealized Capital Gains, Other Moves

When there's an election on the way, and tax is a regular feature of debate, advisors and clients

People Moves
June 28, 2024

UBS Restructures Wealth Business

A month ago, UBS unveiled top-level management changes. Now, the bank is putting more

Strategy
June 28, 2024

The Client Experience Is The New Holy Grail

Attending a Morningstar conference in Chicago, our US correspondent hears comments about how wealth

Investment Strategies
June 28, 2024

Swiss Bank's 10 Investment Convictions For 2024

Private bank and asset manager Lombard Odier, headquartered in Geneva, has just published its

Investment Strategies
June 28, 2024

Portfolios Must Be AI Enabled In 2024 – UBS

The chief investment office of Swiss private bank UBS has just released its mid-year outlook 2024,

Comment & Analysis results for Archive