News results for Archive

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...

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...

People Moves
14 January 2022

Brown Shipley Names New CEO

The UK wealth manager has promoted a Julius Baer, Barclays veteran to grow the 200-year-old...

M and A
14 January 2022

Deals Of The Day: The Latest In Wealth Management M&A – Highvern

The latest mergers, acquisitions and corporate actions in and around the North American wealth...

Legal
14 January 2022

Kingsley Napley Launches International Protection For HNW Clients

The London law firm is taking advantage of global political headwinds buffeting high-net worth...

Investment Strategies
14 January 2022

US Inflation Runs Hot – Wealth Managers' Reactions

After more than a decade of very low interest rates and asset allocations that have shifted to...

Offshore
14 January 2022

Compliance Corner: The Bahamas, European Union

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

Strategy
14 January 2022

Citigroup Winds Down Mexican Consumer, SME Operations; Private Banking Remains

The US banking group, due to report financial results tomorrow, is pulling out some of its...

Strategy
14 January 2022

RBC's McKay Warns That Talent Management Is Top 2022 Challenge – Report

Disruptions caused by the pandemic, and other forces at work, have put the battle for talent top of...

Comment & Analysis results for Archive

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...

Family Office
11 November 2021

Borrowing Against Securities - What Family Offices Should Consider

What sort of issues should wealthy families consider in raising finance against assets such as...