News, Comment & Analysis results for Archive

Awards
10 January 2025

Celebrating Channel Islands Wealth Leadership – Acclaim

Our new edition of Acclaim covers the efforts, successes and ideas of award winners. ...

Investment Strategies
10 January 2025

Amundi Enhances Positive Stance On US Equities In 2025, Constructive On Europe, EM Equities

The Amundi Investment Institute, part of European asset manager Amundi, has just released its...

Statistics
10 January 2025

Inflation Weighs On Private Client Portfolio Performance In 2024 – ARC

Private client investment portfolios are back where they were in 2021, showing how inflation dented...

People Moves
9 January 2025

Change At Top For UK's Findlay Park Partners

The firm specialises in North American equities and runs one fund that concentrates solely on North...

ESG
9 January 2025

The ESG Phenomenon: Candriam

The latest developments in areas such as ESG investing and impact investment. ...

People Moves
9 January 2025

Partners Capital Unveils Promotions, Raft Of Appointments

The firm looks after more than $60 billion in AuM for client groups such as family offices. ...

Compliance
9 January 2025

Compliance Corner: British Virgin Islands' New Beneficial Ownership Rules

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

Investment Strategies
9 January 2025

Standard Chartered Prefers US, Chinese, Indian Equities, Gold In 2025

Details of Standard Chartered’s chief investment office Outlook 2025 report show how investors...

Technology
9 January 2025

UK "Bank For Fintechs" Eyes Further Wealth Sector Growth

Last autumn, the firm opened its platform to UK fintechs and concluded its early-access programme....

New Products
9 January 2025

What’s New In Investment, Funds? – Amundi, First Eagle Investments, Ossiam

The latest news in investment offers, financial products and other services relevant to wealth...

Comment & Analysis results for Archive

Company Profiles
16 July 2024

Guiding Advisors From Start To Finish – The View From Benchmark Capital

Part of Schroders, Benchmark Capital explains how it works with IFAs and other wealth...

Offshore
1 July 2024

The Bahamas: A Complete And Compelling Choice – Part 1

The document has been put together by the Caribbean jurisdiction's financial services sector...

Wealth Strategies
1 July 2024

Proteomics: A New Frontier In Innovative Health Investing

A UK-based investment boutique, which puts innovation at the heart of how it chooses stocks, talks...

Strategy
26 June 2024

The Good, The Difficult And The Stable – What Headhunters See Around The World

We talk to wealth management headhunters in North America, Europe, Middle East and Asia about what...

Real Estate
26 June 2024

As HNW Individuals Seek Options, An Adriatic Resort Prepares

Luxury resorts based in low-tax jurisdictions have been around for decades; given the winds of...

Alt Investments
12 June 2024

Riding The Infrastructure Train Is Positive Journey For UK Advisor

We talk to the manager of a listed infrastructure fund about the asset class, its potential and a...

Alt Investments
4 June 2024

An Expert Sparring Partner For Wealthy Investors In Alternatives

A Germany-headquartered multi-family office, which won a capital market licence earlier this year,...

M and A
29 May 2024

Swiss Bank Consolidation Chatter Shows How Scale Dominates Thinking

Regardless of the truth of specific rumours and media stories, the idea that more Swiss banks might...

Technology
14 May 2024

Exclusive: FIS Focuses On AI’s Wealth Management Role

Russell Andrews, head of wealth and asset management EMEA, capital markets at Florida-headquartered...

ESG
9 May 2024

EXCLUSIVE: Spotlight On Regenerative Agriculture, Forestry – SLM Partners

Paul McMahon, a co-founder and managing partner of asset manager SLM Partners, discusses why there...