News, Comment & Analysis results for Archive
SS&C Opens New Office In Saudi Arabia
The US-headquartered firm has pushed further into the Saudi Arabia market. ...
The UK's Consumer Duty – Where Are We Now?
It is almost two years since 31 July 2023 when the UK introduced the Consumer Duty, a regulatory...
Julius Baer In Further Organisation Shakeup
Julius Baer, which has been in restructuring mode in recent months, has announced a set of more...
How Wealth Planning Landscape Could Have Been Upended
The authors contend that had the arguments of the heirs in this case succeeded, a will would have...
High-End Art Sales Slid Globally In 2024, Lower End More Resilient – UBS, Art Basel
The ninth edition of The Art Basel and UBS Global Art Market Report 2025 by Arts Economics has just...
Who’s Moving Where In Wealth Management? – Nomura Asset Management, Farrer & Co, Others
The latest moves, appointments and personnel changes among wealth management and related...
What’s New In Investments, Funds? – Vistra
The latest news in investment offerings, financial products and other services relevant to wealth...
Legacy Tech Is Potential Wealth Sector Vulnerability – Study
Broadridge, a New York-listed firm, makes the case for "data harmonization" in its new report on...
Deals Of The Day: The Latest In Wealth Management M&A – Montana Capital Partners, Prudential Financial
The latest mergers, acquisitions and other corporate actions in the wealth management sector. ...
FNZ Secures $500 Million In Equity Funding
The wealth management platform said the additional capital will support its long-term business plan...
Comment & Analysis results for Archive
How Can HNW Individuals Benefit From Litigation Funding Boom?
Litigation funding is an area that can make headlines when a major court case hits the headlines....
New BVI Act Provides Clarity On Virtual Assets
In December, legislation was introduced in the British Virgin Islands for virtual assets. The...
Exclusive: Wealth Management 2.0 – The Big Opportunity That Only Technology Can Deliver
Camille Vial, who is the CEO of Mirabaud, the Swiss private bank, and Max Chuard, CEO of Temenos,...
The Mauritius-Dubai Connection Holds Big Potential – MCB
We talk to Mauritius Commercial Bank about its foray into the Middle East and its Dubai operations....
Emerging Markets In 2023: Short-Term Pain Before Long-Term Gains
LGT Wealth Management joins the chorus of firms talking about investment issues and challenges at...
Focus On Investment Opportunities In India – Lombard Odier
Stéphane Monier, chief investment officer at Swiss private bank Lombard Odier in Geneva, discusses...
The Power Of Nuptial Agreements In English Courts
As the authors of this article explain, nuptial agreements are not automatically binding in the...
Editorial Comment: Danske's Dirty Money Settlement Shows Complacency Isn't An Option
We reflect on how, at the end of 2022, US and Danish regulators imposed a $2.06 billion settlement...
Asset Allocation For Philanthropists Gets Tough
Rising inflation, falling stock markets, pleas for help and donors' own financial constraints mean...
Handling Harassment: Rights, Wrongs For HNW Families
Intrusive and unwanted communication can be alarming and upsetting. If something feels wrong, it is...
Award Winners
WealthTalk - Awards Videos
WealthTechAsia Awards 2021 – UBS
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WealthTalk - From The Editor’s Desk Videos
WEALTH TALK: UK Millionaires And Non-Doms Depart – The Impact
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WealthTalk - Expert View Videos
WealthTalk – "Autocracy Risk" And What It Means For Investors
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