News, Comment & Analysis results for Archive
Julius Baer Names Southeast Asia Market Heads, Predecessor Retires
The outgoing market head for the region has been in the banking sector for almost 40 years, 10 of...
IQ-EQ Names Head Of Private Wealth For Jersey
Since he joined as a newly-qualified accountant in 2002 for one of the legacy businesses which now...
Latest UK Wealth Merger Highlights "Consolidation Of The Consolidators"
The coming together this week of two UK-based wealth managers, now owned by private equity houses,...
Summary Of Global Moves In Wealth Management – March 2025
A summary of the main wealth management industry moves around the world during March 2025. ...
With Crypto, Digital Asset Rules In Flux, Consider "Hybrid" Custody Models
This news service recently spoke to a US-based digital custody business serving wealth managers and...
US Court Strikes Down Most Trump Tariffs – Reactions
A three-member trade court has struck down many of the Trump administration tariffs, saying that...
Who’s Moving Where In Wealth Management? – C Hoare & Co
The latest moves, appointments and personnel changes among wealth management and related...
Mattioli Woods, Kingswood Merge To Form £25 Billion Group
Both Kingswood and Mattioli Woods are owned by private equity firm Pollen Street. ...
OPINION OF THE WEEK: A New Investor Visa – Why Now?
In this commentary from a legal expert, the authors lays out why, if a new residency-based system...
Northern Trust Asset Management Names New Investment Strategy Chiefs
One of the largest asset managers in the world has elevated two of its most senior figures in this...
Comment & Analysis results for Archive
Where Next For Banks And Digital Assets?
The rout in prices of cryptocurrencies and certain entities last year shook the sector and has left...
Dubai Government Doubles Down In Attracting Onshore, Offshore Wealth
We talk to the government in Dubai – at its economic and tourism department – about its...
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...