Alt Investments
16 April 2025

US-Headquartered CAIS Builds Capital Markets Division

CAIS is is one of several firms, such as iCapital (US) and Moonfare (Germany) that have opened...

Wealth Strategies
25 March 2025

How Investors Play "Nearshoring" Trend As Globalisation Shifts – PGIM

In an investment commentary, the US-headquartered firm talks about the decisions that asset...

Financial Results
19 March 2025

Close Brothers Reports Statutory Loss

The UK financial group has offloaded its asset management business, raised regulatory capital by...

WM Market Reports
6 March 2025

Women Still Lag Men In Wealth Accumulation, But There's Some Progress – Reports

A flurry of reports from wealth managers have come out ahead of International Women's Day on...

Financial Results
19 February 2025

HSBC Targets "Double-Digit" Wealth Income Growth; Profits Rise

The group, which reorganised its divisions into a simpler structure, said the wealth side of the...

Legal
3 February 2025

Class Action Lawsuits Remain Large, Pipeline Strong – Global Study

Legal tussles over securities are important risks for banks and others to take into account because...

Fund Management
8 January 2025

SEI Targets Luxembourg's Alternatives Funds Sector

The US firm has identified provision of depositary services for private market funds as an...

People Moves
18 December 2024

HSBC Names Swiss Private Bank's Interim CEO Amid Leadership Reshuffle

The Hong Kong/UK-listed bank, which has made a number of private banking, wealth and other...

Compliance
26 November 2024

Compliance Corner: FCA Fines Barclays £40 Million Over 2008 Qatari Capital

Barclays said that it wanted to "draw a line" under the issues and did not want to contest the...

Tax
13 November 2024

Swiss Lawmakers Reject Inheritance "Solidarity" Tax

The decision to reject the ideas come as Switzerland is mindful of trying to bolster its...