News results for Archive

M and A
6 January 2022

Deals Of The Day: The Latest In Wealth Management M&A – Delta Capita, JDX Consulting

The latest transactions in the wealth management industry around the world. ...

6 January 2022

Deutsche Bank Reportedly Mulls Chinese Wealth JV

A number of Western financial groups are trying to tap the fast-rising wealth of a new Chinese...

People Moves
6 January 2022

Harneys Unveils Leadership Changes, Promotions

The global offshore firm advises on BVI, Cayman Islands, Cyprus, Luxembourg and Anguilla law. ...

People Moves
6 January 2022

Who's Moving Where In Wealth Management? – Guernsey Finance, YFM

The latest moves in wealth management from across Europe and the UK. ...

6 January 2022

Tying Up A Deceased's Online Presence, What's At Stake

As online criminals become more sophisticated, it is critical that executors know how to wrap up a...

M and A
5 January 2022

Swiss Bank Syz Expands Home Operations With Acquisition

The Swiss private banking and wealth management group is planning further acquisitions to...

5 January 2022

Morgan Stanley Settles Lawsuit Over Privacy Failings

The story shines another light on the importance of handling clients' financial information...

People Moves
5 January 2022

IQ-EQ Names Group Chief Commercial Officer

The group has been expanding briskly. For example, it has pushed into the US market with...

Wealth Strategies
5 January 2022

Inflation, Omicron And Markets - 10 Invesco Predictions

One of the larger investment houses sets out its ideas for the big macro and market themes for the...

5 January 2022

UAE Under A Cloud Over AML Compliance - Report

The global watchdog is considering whether to add the UAE, a major financial hub, to its list of...

Comment & Analysis results for Archive

Client Affairs
8 December 2020

WEALTH TALK: Anti-Corruption Probes, Extradition Risks In Africa

This is the seventh edition of a video series by this news service in partnership with...

Banking Crisis
4 December 2020

The Short Seller As An Endangered Species - Should We Worry?

The author of this article claims that short-sellers resemble sharks as an endangered species....

Company Profiles
3 December 2020

BIL Suisse Targets International Growth

The private bank, now majority-owned by a Beijing-based group but still with strong ties to...

WM Market Reports
2 December 2020

EXCLUSIVE: New Research Makes Data Protection Pressures Clear - Part 1

The EU’s General Data Protection Regulation came into force two-and-a-half years ago, yet wealth...

24 November 2020

WEALTH TALK: Where Fine Art And AML Meets

This is the sixth edition of a video series by this news service in partnership with international...

Asset Management
23 November 2020

What's On Swiss EAMs' Menu Over Coming Years

This news service takes another look at external asset managers in Switzerland and the forces...

16 November 2020

WEALTH TALK: Focus On Finantix - Latest Developments

This news service recently caught up with Finantix founder and director Alessandro Tonchia. ...

M and A
13 November 2020

Asia's Singlife Sees Big Wealth Management Market Potential

In September, Singapore's Singlife said that it intended to merge with Aviva Singapore, and this...

Client Affairs
10 November 2020

WEALTH TALK: Exploring Cross-Border Reputation Management

This is the fifth edition of a video series by this news service in partnership with international...

6 November 2020

WEALTH TALK: Focus On WealthBriefing's Swiss External Asset Manager Awards 2020

Here is the latest in our Wealth Talk video series. This video highlights our EAM awards programme...