News, Comment & Analysis results for Archive
Compliance Corner: Regulatory Change Management Costs Seen Rising
The latest compliance news: regulatory developments, punishments, guidance, permissions and...
TV Celebrities Discuss Business Successes, Failures – Guernsey Private Wealth Forum
TV celebrities Jamie Laing, founder of Candy Kittens and Jampot Productions, and Deborah Meaden,...
Who’s Moving Where In Wealth Management? – Charles Russell Speechlys, Quilter, Others
The latest moves and appointments for wealth management roles in the UK, other parts of Europe, the...
Union Bancaire Privée Officially Opens Riyadh Office
A number of Western firms have set up in the UAE and related Gulf region in recent years. ...
Top-Level Changes Coming At EFG International's Luxembourg Subsidiary
Among the changes, the banking group said it has nominated a new chair for its Luxembourg business...
Opinion Of The Week: UK Investors Don't Seem That Bothered By Inflation
Maybe UK investors have become used to low single-digit inflation which can still erode wealth –...
Evelyn Partners Posts Record AuM; Hires New AI Officer
UK wealth manager reported a record £67 billion ($88 billion) in assets under management, with...
What’s New In Investments, Funds? – Société Générale, Lombard Odier IM, Others
The latest news in investment offerings, financial products and other services relevant to wealth...
Digital Digest: The Latest Tech News – UBS Completes Tokenized Fund Transaction
The latest technology news in the wealth management sector from around the world. ...
Firms Ink Transatlantic Private Market Partnership
The private markets investment trend appears relentless and two firms – one headquartered in the...
Comment & Analysis results for Archive
Transparency International – The Latest Lessons For Wealth Managers
Transparency International's recently-published Corruption Perceptions Index, used by compliance...
Wealth Asset Allocators: We Need To Talk About Defence
With geopolitical shifts of the magnitude of the US stance on Ukraine, Russia and other events...
Private Banks' Onboarding Limitations Revealed – And How To Fix Them
Client onboarding in private banking is riddled with inefficiencies – not just for high-risk...
The Soaring Trend Of AI "Co-Pilots" In Wealth Management
We hear much commentary today about the use of AI "co-pilots" in financial services. What do they...
A Fund For All Seasons: Mixing Investment Styles At UK's Nutshell
A City financial trading background, added to a disciplined investment mindset, appears to be...
Private Aviation's Investment Allure Weathers Turbulent Times
Rising wealth, discontent with the irritations of routine commercial flights, and the desire to...
2025 Private Credit Predictions: An Expert Perspective
A 26-year veteran of the alternative investments sphere – including private credit – explains...
The Bahamas: A Complete and Compelling Choice 2024
This publication carries a spread of articles and insights about the Caribbean jurisdiction. ...
US Equities, Dollar Delivers Ringing Endorsement Of Trump. What Now? – WELREX - Part 2
We publish the second part of this analysis which examines the implications of the US presidential...
US Equities And Dollar Have Delivered Ringing Endorsement Of Trump. What Now? – WELREX - Part 1
The first in a two-part detailed analysis about what the financial markets could do in the next...