News, Comment & Analysis results for Archive

People Moves
28 May 2024

French Investment House Names New Chairman

The French business became part of Spain's MAPFRE last year. ...

People Moves
28 May 2024

Change At UBS Senior Swiss Management

Several of the individuals involved in this story are responsible for integrating the acquired...

Wealth Strategies
28 May 2024

St James's Place Stays Underweight US Equities Amid Hot Valuations, Prefers Europe, UK

The UK wealth manager recently gave an update on its overall equities asset allocation positions,...

Emerging Markets
27 May 2024

Investment Climate In Kazakhstan: Turning Risk Into Reward

The resource-rich central Asian nation hasn't always enjoyed the most flattering of headlines, but...

Wealth Strategies
24 May 2024

OPINION OF THE WEEK: A Fourth Of July UK Election – What It Means For Wealth Managers

Based on months of opinion polls, it appears that a change of government is coming to the UK,...

Client Affairs
24 May 2024

UK Election Announcement Leaves Markets Unruffled – Wealth Managers React

After the UK Prime Minister called a UK general election for 4 July, wealth managers discuss the...

Fund Management
24 May 2024

Focus On Investment Opportunities In UK, Japan, Korea – Orbis Investments

Alec Cutler, portfolio manager of the Orbis Global Balanced Strategy, discusses why there is value...

Compliance
24 May 2024

Compliance Corner: Citigroup, UK Financial Conduct Authority, HSBC

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

ESG
24 May 2024

Land Rebirth Captures Big Carbon Volumes, Good For Business – Study

Regenerative agriculture may not yet be a major slice of all farming and land management, but its...

Tax
23 May 2024

US Comes Out Against Global Wealth Tax – Report

The US government will not support calls from some major nations for a global wealth tax. ...

Comment & Analysis results for Archive

Compliance
2 November 2022

10 Years On From HSBC's AML Saga – What Has Changed?

The author of this article claims that there has been little improvement in AML controls in much of...

Legal
1 November 2022

International Surrogacy Developments: Financial Impact On Families

The author argues that as more people resume foreign travel, with many doing so to consider...

Compliance
27 October 2022

The Pandora Papers One Year On: Lessons Learned And To Learn

Today, the idea appears to grow that holding wealth is something deserving of opprobrium. The more...

Company Profiles
27 October 2022

Using Tech To Achieve Wealth Management Edge – In Conversation With InvestCloud

Finding new clients, attracting and keeping them requires a range of qualities, and intelligent use...

WM Market Reports
26 October 2022

New Research: An Update On Family Office Efficiency In Accounting, Investment Analysis

This news service is joining forces again with FundCount to examine how technology is making family...

Compliance
20 October 2022

As Swiss EAM New Regulation Deadline Looms, Banks, Others Eye Big Changes

At the start of 2023, external asset managers in Switzerland will live in a new regulatory...

Company Profiles
18 October 2022

Shining A Light On Risk, Returns With Performance Watcher

We talk to Performance Watcher by IBO, a Swiss organisation that uses an open-source model to...

Emerging Markets
14 October 2022

Focus On Investment Opportunities In China – Chartwell Capital

As investors struggle to decide where to put their money, Ronald Chan, founder and CIO of Chartwell...

WM Market Reports
4 October 2022

Tenth WealthBriefing Tech & Ops Trends Report

Here is our 2022 Technology and Operations Report, a regular overview of the trends affecting the...

Practice Strategies
4 October 2022

Back To School: Summary Of Wealth Management-Related MBAs, Post-Grad Courses

Here is an updated list of various courses, mostly of postgraduate and MBA level, that are relevant...