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Comment, Analysis & Research

03/08/2021

The hidden benefits of insurance by St. James’s Place

How you can get extra perks whilst protecting yourself and your family

03/08/2021

IBM Study Finds Advancing Women is Not a Top Priority for 70 Percent of Global Organizations Surveyed

The study also shares the actions that can help drive bold and sustainable change in business, with learnings from companies who rank gender inclusivity as a top business priority.

03/08/2021

The Top 25 Women Leaders In Financial Technology of Europe for 2021

The 2021 awardees have helped lead their organizations amidst rapid digitalization of the financial industry

03/08/2021

Breaking the glass ceiling at EBRD

All indications are that the coronavirus pandemic will further widen the gap.

03/08/2021

‘Are robots taking over wealth management?’: Geneva WM

He looked at how HNW wealth managers and multi-asset fund managers can learn from robo advisors.

03/08/2021

Non-bankable assets - investing in a new era

The non-bankable asset investment opportunity and its challenges

03/08/2021

'Don't be afraid to do what makes you happy'

Monika joined the Stonehage Fleming Group in 2008 and is a senior associate in the Family Office division.

03/05/2021

Wealth Management – Mosaique Insights

How different will the economy that exits the crisis look from the one that entered it?

03/05/2021

BIS reports on Big Data and machine learning in central banking

The survey contains responses from 52 central banks from all regions of the world and examines how they define and use big data, as well as which opportunities and challenges they see.

03/05/2021

Afme report reveals 58% increase of the European ESG market in 2020

The European Union Allowance (EuA) price per metric tonne has increased by 21.3% from €24.03 in December 2019 to €30.52 in December 2020.

03/05/2021

International Women's Day Summit 2021: Amplifying Her Voice

Global investment into women led companies has reached an all-time low during 2020.

03/05/2021

Missing the mark? Why the future of beneficial ownership rules hangs in the balance

The onus is not on the individual but on the government to make the case.

03/04/2021

Looking into 2021: WealthTech Views Report

2020 was one of the most turbulent years in recent history, with Covid-19 disrupting every sector in every country across the globe.

03/04/2021

Significant opportunities ahead for wealth advisers and their clients

Equities should outperform bonds and the rotation from growth to value should continue in 2021.

03/04/2021

New report reveals key insights into wealth and philanthropy

This research was conducted amidst the Covid-19 pandemic in the third quarter of 2020

03/04/2021

Riding the next waves of innovation

Innovative companies find ways to adapt and prosper; they don’t remain static and allow themselves to stagnate.

03/04/2021

Nikko Asset Management: Future Quality Insights - March 2021

The winds of change: Strengthening our commitment to ESG

03/04/2021

Half of global citizens risk missing out on governments' digital services boom due to privacy concerns, EY survey warns

53% of survey respondents say risks outweigh benefits of government sharing their data

03/04/2021

International Women’s Day – levelling up women’s finances

Financial inequality between the genders in particular has been severely impacted.

03/04/2021

Credit Suisse Global Investment Returns Yearbook 2021

The 2021 Yearbook provides detailed analysis of emerging markets

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Mixed signals, research findings, and policy judgements − speech by Catherine L. Mann Given at the Natixis CIB Private Debt Forum

07-03-2026

Performativ Appoints Banking Veteran Jacob Dahl as Chair to Support Enterprise Expansion in Wealth Management

07-02-2026

Revolut Trading UK CEO steps down amid wealth management push

07-02-2026

Barclays acquires Global Headquarters at One Churchill Place from CWG

07-01-2026

Schroders close to selling its financial planning arm for more than £200mn

07-01-2026

Revolut recruits Tranch co-founder Philip Kelvin as UK CIO

06-30-2026

7IM pledges ‘genuine value’ for advisers in multimillion growth plans

07-02-2026

Corient Accelerates European Growth With the Addition of Letus Private Office

06-30-2026

ING accelerates growth in Private Banking with strategic investment in leading Spanish wealth manager Singular Bank

07-06-2026

J.P. Morgan reshuffles senior private bankers in APAC and EMEA

07-06-2026

EIF backs Danish fund Climentum with €40 million pledge to support early-stage climate-tech companies in Europe

07-06-2026

Young Financial Planner Awards 2026 deadline extended

07-06-2026

Wesleyan expands smoothed investment fund range

07-06-2026

Is UK's next PM set to trigger a banking exodus from London?

07-06-2026

Luxembourg fund industry wrestles with efficiency drive amid uncertain outlook

07-06-2026

Aviva announces two promotions in private client business

07-06-2026

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