News results for Archive

Awards
18 January 2022

Showcasing MENA Region Wealth Management Excellence In "Acclaim"

We publish the latest Acclaim document, saluting the achievements and sharing insights of award...

People Moves
17 January 2022

Credit Suisse Chairman Resigns After Probe; Successor Named

Horta-Osório, a native of Portugal, came into the post last year after a decade as CEO of Lloyds...

ESG
17 January 2022

WEALTH TALK: Getting The Right Wealth Tools For ESG – A Conversation With InvestCloud

We talk to InvestCloud on some of the challenges raised by ESG investing and how technology can put...

Client Affairs
17 January 2022

Blue Monday: Quilter Offers Free Mental Wellbeing Talks Today

Beat Blue Monday today by joining lunch-time online talks offered by Quilter in association with...

Reports
17 January 2022

Citi Private Bank's Q4 2021 Revenues Rise

Compared with last year, the private banking arm of the US bank reported a broadly stronger set of...

Reports
17 January 2022

BlackRock's AuM Pushes Over $10 Trillion Mark

Rising markets and inflows for the whole of 2021 lifted the US-listed asset manager to a new...

New Office
17 January 2022

UK's Artorius Moves To Yorkshire Stately Home

As an example of the kind of regional moves that wealth managers make, the UK-based firm is opening...

People Moves
17 January 2022

Schroders Appoints Co-heads Of Investments, Senior Changes

Schroders’ internal senior reshuffling indicates that wealth management appears to face a talent...

People Moves
17 January 2022

Who's Moving Where In Wealth Management? - Tilney Smith & Williamson, VG, Ninety One

The latest moves in wealth management from across Europe and the UK and other select international...

Legal
17 January 2022

How To Achieve Amicable Divorce – An Outline

There is regular commentary here about HNW divorce and other relationship break-ups. The author of...

Comment & Analysis results for Archive

ESG
14 January 2022

Wealth Industry's Force For Environmental Good Accelerates

We talk to an investment firm at the cutting edge of putting money to work in businesses that cut...

Uncategorised
23 December 2021

Updated Forward Features For 2022

Here is the most recent forward features schedule, taking us to the end of 2022. ...

Client Affairs
9 December 2021

No Time To Write off Inter-Dealer Voice Brokers

In an increasingly digitalised trading environment, this guest writer looks at the future for...

Industry Surveys
7 December 2021

European Winners, Losers As Private Jet Registrations Soar

Figures for the 2019 to 2021 period reveal which jurisdictions have gained more aircraft...

Legal
6 December 2021

The Dangers Of Pension Offsetting In Divorce

The authors of this article argue that without proper advice, pension offsetting, rather than...

Strategy
1 December 2021

Editorial Analysis: Credit Suisse's Wealth Pivot

This news service looks back to the bank's Q3 results and strategy update. We look at the wealth...

Family Business Insights
26 November 2021

Dynasties And Drama: Family Business In Focus

The author of this article asks what questions can be learned from the dramas of family business...

Legal
19 November 2021

Spotting The Signs: Fraudulent Trustees Post-Pandemic

This guest piece examines what defines trustee mismanagement, such as making investments outside...

Legal
18 November 2021

Reviewing Lasting Powers Of Attorney Regime - Who Benefits?

This practitioner argues that granting LPAs is often flawed and inadequate, with a lengthy...

ESG
12 November 2021

Pricing Carbon: What Are The Options?

Putting a price on carbon emissions makes polluting energy sources expensive and provides an...