News, Comment & Analysis results for Archive

People Moves
2 June 2025

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...

People Moves
2 June 2025

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...

Strategy
30 May 2025

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,...

People Moves
30 May 2025

Summary Of Global Moves In Wealth Management – March 2025

A summary of the main wealth management industry moves around the world during March 2025. ...

Alt Investments
30 May 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...

Investment Strategies
30 May 2025

US Court Strikes Down Most Trump Tariffs – Reactions

A three-member trade court has struck down many of the Trump administration tariffs, saying that...

People Moves
30 May 2025

Who’s Moving Where In Wealth Management? – C Hoare & Co

The latest moves, appointments and personnel changes among wealth management and related...

M and A
30 May 2025

Mattioli Woods, Kingswood Merge To Form £25 Billion Group

Both Kingswood and Mattioli Woods are owned by private equity firm Pollen Street. ...

Tax
30 May 2025

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...

People Moves
30 May 2025

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

Technology
2 February 2023

Where Next For Banks And Digital Assets?

The rout in prices of cryptocurrencies and certain entities last year shook the sector and has left...

Offshore
1 February 2023

Dubai Government Doubles Down In Attracting Onshore, Offshore Wealth

We talk to the government in Dubai – at its economic and tourism department – about its...

Legal
30 January 2023

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....

Offshore
25 January 2023

New BVI Act Provides Clarity On Virtual Assets

In December, legislation was introduced in the British Virgin Islands for virtual assets. The...

Technology
11 January 2023

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,...

Company Profiles
11 January 2023

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....

Investment Strategies
10 January 2023

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...

Client Affairs
5 January 2023

Focus On Investment Opportunities In India – Lombard Odier

Stéphane Monier, chief investment officer at Swiss private bank Lombard Odier in Geneva, discusses...

Legal
4 January 2023

The Power Of Nuptial Agreements In English Courts

As the authors of this article explain, nuptial agreements are not automatically binding in the...

Compliance
23 December 2022

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...