News, Comment & Analysis results for Archive

People Moves
1 May 2025

Standard Chartered Names Group Tech, Ops Head

The UK-listed bank has made a senior change within its C-suite. ...

New Products
1 May 2025

What’s New In Investments, Funds? – Cibus, PIMCO

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

People Moves
1 May 2025

Who’s Moving Where In Wealth Management? – Ostrum AM, Charles Russell Speechlys, Others

The latest moves, appointments and personnel changes among wealth management and related...

New Products
1 May 2025

What’s New In Investments, Funds? – Cibus Capital, Edward Jones

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

Alt Investments
1 May 2025

CFA Institute Unveils Advanced Private Equity Certificate

The CFA Institute is tapping into a need, as it sees it, for more expertise in the private equity...

Financial Results
30 April 2025

UBS Says Underlying Q1 Pre-Tax Profit Increases At Wealth Arm

The group CEO said the "power and scale" of its global franchise helped drive business momentum,...

Compliance
30 April 2025

Top European Court Drops Hammer On Malta For "Commercialising" Passports

The Commission and some members of the European Parliament have for years said they worry that...

Fund Management
30 April 2025

UK Unveils Plans To Reform Its AIFM Regime

HM Treasury has published a paper in which it asks wealth managers to comment on its proposals to...

Financial Results
30 April 2025

Profits Gain In Q1 For Amundi; Asia Business Shines

The group made particular mention of Asia as an important driver of inflows. ...

Strategy
30 April 2025

Gulf International Bank, Stanhope Capital Form Pact

Stanhope Capital, an international wealth manager with offices in Europe and North America, is...

Comment & Analysis results for Archive

White Papers
22 August 2023

Jersey Finance Report On Digital Assets, Crypto-Currencies

A new report, published with the island's financial promotional organisation, sets out the issues...

Investment Strategies
22 August 2023

Value And Growth – Japan’s Promise And Performance

This news service recently talked to a UK-based investment house that concentrates on Japanese...

Technology
21 August 2023

How AI Can Raise Wealth Management Game In The Gulf

With artificial intelligence technology gathering headlines and stirring controversy – and...

Alt Investments
4 August 2023

How "Evergreen" Approach Wins Friends For Private Markets

There appears to be something of a trend towards "perpetual" or "evergreen" fund structures that...

Philanthropy
25 July 2023

Bringing Great Eye Vision To The Poor – A Hong Kong Philanthropist's Tale

Chen’s philanthropy journey throws light on an important aspect of charity that can be...

Company Profiles
10 July 2023

Private Investigation Sector Never Busier As Risks Proliferate

Whether it is cyber hackers, corrupt staff, kidnappers or vengeful former spouses, there's plenty...

Company Profiles
7 July 2023

Monetary Metals Says Gold Yield Marketplace Fits Wealth Menus

Confounding the standard line that gold doesn't produce a yield, a business that uses gold to earn...

WM Market Reports
4 July 2023

BNP Paribas' Wealth Arm Builds German Business Momentum, Broader Growth Beckons

The Paris-based group, which operates in a number of countries, spoke to this news service about...

Company Profiles
3 July 2023

UK's Walter Scott Steers Long-Term, Highly "Active" Course

We talk to a Scotland-based fund management house that puts big stress on what it regards as...

Trust Estate
26 June 2023

INTERVIEW: Wealth Managers Must Get Proactive About Handling Elder Abuse

This news service talks to a UK-based law firm about the problem of "elder abuse" – a term...