In the spotlight – Jonathan Hartley, client success director, Objectway
He is also a qualifi ed executive coach and enjoys working with clients to help them move beyond their comfort zone.
Comment & Analysis
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Cazenove Capital to adopt the FCA’s Sustainability Disclosure Requirements (SDR) ‘Sustainability Focus’ label across its three sustainable flagship funds
These funds which collectively manage over £3 bn of assets1 on behalf of our clients, will adopt the ‘Sustainability Focus’ label.
Financial advice changes lives, SJP’s Real Life Advice Report finds
Over the past few months, we have shared insights from our Real Life Advice Report – our largest consumer survey to date.
BNP Paribas’s alts selection boss: ‘We don’t want other banks proposing our funds’
Claire Roborel de Climens says keeping some mystique around relationships with general partners acts as a differentiator for the bank’s clients.
Good philanthropy is about more than giving money
When you fundraise for the same charity, you put in even more effort by channeling your time, too.
2025 Investment Outlook: Insights from experts on key trends for the year
The challenges ahead will likewise be compounded by global conflicts and economic shifts.
Time for experiments at Swiss banks is over
Digitalization is profoundly changing the Swiss banking sector.
New CS Nazi-Era Alegations: What It Means for UBS
The accusations, tied to previously undisclosed Nazi-linked accounts, have led to intensified scrutiny from U.S. lawmakers and investigators.
What are the key tax planning priorities early in 2025?
IG Wealth Management's Aurèle Courcelles shares insights
How ‘engaging writing’ could introduce you to Pictet
Jean-Claude Erne, Pictet Wealth Management’s head of Romandy, opens up about the firm’s regional evolution.
Survey Findings: How Independent Advisors Are Weathering Industry Shifts
Advisors share how they are growing their firms while navigating an ever-changing industry landscape.
What Did Investors Learn in 2024 and What’s Next?
2024 was a dynamic year for investors, with market performances differing across regions.