News results for Archive

Reports
28 October 2021

Deutsche's Private Bank Revenues Slip In Q3, AuM Gain

The German and international private banking arms of the Frankfurt-listed bank both showed positive...

Tax
28 October 2021

UK Budget And Spending Review: Reactions

A range of wealth managers, economists and private clients give their views on yesterday's Budget...

Alt Investments
28 October 2021

Shift To Perpetual Capital Widens Alternative Assets Access - Blackstone

The investment house, specialising for years in fields such as alternative assets, private equity,...

M and A
28 October 2021

Edmond De Rothschild Buys UK Family Office Minority Stake

Among other changes, the transaction will help Edmond de Rothschild serve international clients who...

People Moves
28 October 2021

Who's Moving Where In Wealth Management? - Crestbridge, Starwood

The latest senior moves and appointments in the wealth management industry. ...

WM Market Reports
27 October 2021

Lombard Odier Shows What Asia's HNW Individuals Fret About

A 45-page report by the bank, following last year's study conducted in the teeth of the pandemic...

M and A
27 October 2021

Schroders Scoops RMG Pensions Business

Schroders has made a strategic purchase to strengthen its pensions funds services. ...

ESG
27 October 2021

Pandemic Accelerates Rather Than Slows Sustainability Story

The global pandemic might have been a strong headwind for aspects of the drive for more...

Compliance
27 October 2021

Compliance Corner: Saxo Markets, Hong Kong, Ping An

The latest compliance news: regulatory developments, punishments, guidance, permissions and new...

Offshore
27 October 2021

Guernsey Paints A Green IFC Picture

We talk to practitioners on the island about the effects of the pandemic ahead of a major revision...

Comment & Analysis results for Archive

ESG
27 October 2021

Understanding Valuations Amid Rapid Energy Sector Change

Talk of "bubbles" and "greenwashing" has taken a bit of gloss off ESG investing for some, although...

Tax
26 October 2021

Undisclosed Digital Assets? - Decision Time Is Now

Anyone who bought into the idea that cryptocurrencies - aka digital assets - such as bitcoin cannot...

Family Office
19 October 2021

Book Review: The Family Office, By William Woodson and Edward Marshall

A new book exploring the details and challenges faced in creating and managing a family office was...

Asset Management
14 October 2021

Cultural Shifts Driving Alternative Lending Growth

More investors are tuning into direct lending and leasing strategies as a way of gaining steady...

Offshore
12 October 2021

Gulf Jurisdictions Flex VC Muscles, Attract Wealth Inflows

We talk to Apex Fund Services in the Gulf region about what trends it sees playing out in...

Art
7 October 2021

Art's Courtship With Non-Fungible Tokens: The Legal Territory

Art is subjective, designed to test boundaries and spark conversations, and NFTs have undeniably...

Real Estate
6 October 2021

Making Offices Hygienic - How Pandemic Affects Business

Some financial sector firms want staff back in the office, some are moving to a hybrid model and in...

Technology
5 October 2021

Towards Optimal AI-based Wealth Management - Study

This article explores the various ways that AI technology is changing the face of wealth management...

Offshore
4 October 2021

Offshore Centres Look Back, Forward In Uncertain Times

We talk to industry figures in various IFCs in Europe to ask how international pressures and the...

Family Office
4 October 2021

New Research Explores ESG And Family Governance Models

WealthBriefing and Jersey Finance have teamed up to survey and interview family governance experts...