News, Comment & Analysis results for L-S

12 April 2024

UK Regulator Starts Woodford Enforcement Action; Reverses Research "Unbundling"

It has been a busy week for the UK regulator, with actions from the five-year-old case of fund...

26 September 2023

Goldman Sachs Tries To Resolve New 1MDB Dispute – Report

The scandal of how billions of dollars were siphoned off the state-created fund – set up to help...

Company Profiles
27 September 2022

For Wealth Managers, It's Time To Understand "Investor Relations 3.0"

The world of social media, new digital channels and a squeeze on traditional sell-side broker...

Asset Management
13 July 2021

State Street, First Abu Dhabi Unite On MENA Access

The two are joining forces in the region to offer institutional investors a "full-service"...

Wealth Strategies
28 May 2020

Handling The Pandemic - Wealth Managers' Takes

We examine the ideas that wealth managers have for clients about how to think about the investment,...

New Products
17 April 2018

Barclays Rolls Out New Venture Capital-Style Unit

The UK-headquartered lender, which has a large wealth management unit, has built a new unit...

21 December 2017

Mind The Gap: Buy-Side Firms More Open To Tech Developments Than The Sell-Side - Study

Some 202 IT decision makers in the financial services sector across Europe were interviewed for the...

13 May 2016

Barclays Launches Smart Giving Guide For Charity Donors

Barclays said the launch is a response to demand from its high net worth clients looking to...

M and A
2 December 2014

UK Insurance Heavyweights Aviva, Friends Life To Merge

Aviva and Friends Life, which both provide wealth management among other services, today they have...

New Office
10 December 2013

Former ICBC Credit Suisse All-Stars Launch China Hedge Fund

Two former portfolio managers of ICBC Credit Suisse Asset Management have launched their own hedge...

Comment & Analysis results for L-S

Wealth Strategies
22 November 2022

Does Liability-Driven Investment Have Any Place In Wealth Managers' Toolkits?

The area of liability-driven investment is a specialist approach to managing money for final-salary...

Investment Strategies
13 July 2021

The Rise Of Digital Health And Genomics In Europe

Terms such as genomics, telemedicine and healthtech are increasingly parts of the investment...

Company Profiles
25 October 2017

Today It's Much More Than Horse Racing That Drives Private Banking At Weatherbys

A private bank with a traditional attachment to the horse racing industry has evolved, making a...

22 October 2013

CONFERENCE REPORT: Is A Full-Service Model Possible After The UK's RDR?

Delegates at the recent WealthMatters conference in London heard experts talk of how UK regulations...