News, Comment & Analysis results for Archive

People Moves
18 July 2024

Bordier & Cie (UK) Chief Executive Steps Down

Holding the CEO role for 14 years, MacLeod has led the firm through major changes in the financial...

People Moves
18 July 2024

Regtech House Makes C-Suite, Other Appointments

One of the senior figures joining CUBE is the chief executive of Chelsea Football Club. ...

Surveys
18 July 2024

UK Wealth Managers Optimistic About Business Growth – Lloyds Bank

Lloyds Bank has just released its ninth “Financial Institutions Sentiment Survey,” which...

Tax
18 July 2024

UK Election Aftermath – What Next For Tax Agents?

The author of this article – the third in a series – examines where the 4 July election in the...

People Moves
17 July 2024

HSBC Names One Of Its Own As New Chief Executive

The new CEO, who is taking up the role from the start of September, was previously its chief...

People Moves
17 July 2024

Amundi Makes Senior Paris-Based Hire

New head of developed markets strategy at Amundi Investment Institute named. ...

Compliance
17 July 2024

Why Investment Structure Unlocks Effective Fundraising Overseas

Product characterisation, so the author of this article argues, is vital in a money-raising...

Financial Results
17 July 2024

Second-Quarter Results Shine For Goldmans In Q2

The Wall Street firm, which provides services including wealth management, chalked up a strong set...

People Moves
17 July 2024

Who’s Moving Where In Wealth Management? – Capco, EdenTree IM, Gen II

The latest moves and appointments in wealth management in the UK, the rest of Europe, the Middle...

People Moves
17 July 2024

Nedbank Names New Wealth Management Head

He will lead wealth management and banking services across four jurisdictions. ...

Comment & Analysis results for Archive

Strategy
19 February 2024

IQ-EQ Says US Wealth, Family Offices Sector Holds Big Opportunities

We talk to the group about its views on the potential, and the needs, of sectors such as US family...

Strategy
16 February 2024

Singapore's Seviora Capital Intensifies Focus On Asian Food, Agriculture

Asia, which is home to 60 per cent of the world’s population, will need to produce more using...

Wealth Strategies
15 February 2024

Money Market Funds Get Chance To Shine

A variety of forces have encouraged large inflows into money market funds, for example in the US....

Technology
5 February 2024

How T3 Experts See Artificial Intelligence

AI may not have dominated discussions at the recent annual T3 conference in Las Vegas, but...

Philanthropy
2 February 2024

Making An Impact - In Conversation With Big Issue Group's Nigel Kershaw

WealthBriefing talks to a prominent figure in the UK philanthropy/impact investing world, involved...

Company Profiles
29 January 2024

Fast-Moving GSB Flags Big Ambitions

We talk to a wealth management firm, based in Dubai, which is expanding into markets including the...

Philanthropy
26 January 2024

Taking Risks Out Of Philanthropy

We talk to law firm Farrer & Co and a lawyer working in the charities area about the kind of themes...

Company Profiles
23 January 2024

Legatum Eyes New Frontiers For Impact, Entrepreneurship

Philanthropy and impact aren't "nice-to-haves" for this firm but the main event – in fact the...

Alt Investments
23 January 2024

Japan's VC Sector Gathers Momentum

While Silicon Valley has hogged much of the limelight in VC, Japan's much smaller sector hasn't...

Company Profiles
19 January 2024

Milltrust Pivots Towards MFO Opportunities As Singapore's Wealth Swells

We talk to the firm about why it created the multi-family office, the case for the move in the...