News results for Archive

Reports
25 January 2022

Credit Suisse Warns Of Litigation Hit To Q4, 2021 Profit

The past year for the bank has been difficult, with the chairman of the firm resigning last week....

Real Estate
25 January 2022

UBS Takes Risks Off Chinese Real Estate Table

China's authorities have loosened monetary policy and sought to contain the fall-out from...

People Moves
25 January 2022

Mediolanum Adds Chief Business Officer To C-Suite Hires

By adding a chief business officer to other recent senior hires, the Dublin firm is aiming at...

People Moves
25 January 2022

Who's Moving Where In Wealth Management? – Ninety One, Brewin Dolphin

The latest moves in wealth and asset management from across Europe and the UK. ...

Reports
25 January 2022

CI Financial Data Underscores Banner M&A Year

CI Financial, which embarked on a buying spree in the US RIA sector in 2020, now has 23 RIAs in its...

M and A
25 January 2022

Geneva-Based Decisive Capital Management Buys Artorius's Zurich Business

Decisive said the acquisition will strengthen its footprint in Zurich. ...

People Moves
25 January 2022

Summary Of Global Executive Moves In Wealth Management – December 2021

A round-up of moves across the wealth management industry. One of the stand-outs was the return to...

M and A
24 January 2022

Deals Of The Day: The Latest In Wealth Management M&A – Charles Stanley, Raymond James

The latest mergers, acquisitions and corporate actions in and around the UK, Europe and selected...

New Products
24 January 2022

What's New In Investments, Funds? – Investbridge Capital

The latest product and service offerings, including funds, in the wealth and asset management...

Reports
24 January 2022

French Investment House's Inflows Gain, Decelerate From Record 2020

After a record inflow figure in 2020, the French firm said that it had logged robust new client...

Comment & Analysis results for Archive

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...

Strategy
9 November 2021

Connecting With Younger HNW Clients - What Are Private Banks Doing?

We take a look at what a large European bank is doing to attract younger clients, as well as what...

Company Profiles
8 November 2021

A "Bank For Entrepreneurs" - Tying Wealth, Corporate Services Together At Deutsche

This publication recently caught up with Deutsche Bank's international private bank head at the...

Tax
8 November 2021

Women And Wealth: Minimising The Inheritance Tax Burden

This practitioner examines the knowledge gap between women and men where IHT is concerned; and what...

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,...

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...

Offshore
26 October 2021

Reflections On Pandemic's Impact On IFCs: View From The Cayman Islands

As part of a set of articles looking at how offshore centres have tried to cope with the pandemic...

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...