News results for Archive

15 November 2022

Compliance Corner: iBanFirst, Fenergo

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

14 November 2022

Welcome To The World Of "Perpetual" KYC

The concept of "perpetual KYC" is a move towards reimagining what know-your-client means for...

People Moves
14 November 2022

EXCLUSIVE: SEI's Europe CEO To Depart Next June

Brett Williams, who is leaving in June 2023, has worked in the financial services industry for more...

14 November 2022

NFT Fraud Skyrockets, Opens New Front In Compliance Battle

Fraudsters are always hunting for new ways to part people from their money, and the world of...

14 November 2022

Bahamas Freezes Assets Of FTX

Authorities in the Bahamas have acted against the cryptocurrency exchange, FTX, amidst claims that...

Alt Investments
14 November 2022

German Family Office Launches Europe-Focused Private Equity Fund

Among the details of its statement, the family office said it is boosting the return prospects of...

14 November 2022

The ESG Phenomenon: UBS Issues "The Green Inflection Point" White Paper

The latest developments in the ESG space. ...

New Products
14 November 2022

Digital Digest: The Latest Tech News – SEI, LifeYield

The latest news in investment offerings, financial products and other services relative to wealth...

New Office
11 November 2022

iCapital Targets Lisbon

The expansion of its presence in Portugal reflects iCapital’s rapidly growing global footprint. ...

People Moves
11 November 2022

CCLA Appoints Dame Sara Thornton To Drive Change

Sustainability team builds expertise in modern slavery and labour standards.   ...

Comment & Analysis results for Archive

Real Estate
6 October 2021

Making Offices Hygienic - How Pandemic Affects Business

Some financial sector firms want staff back in the office, some are moving to a hybrid model and in...

5 October 2021

Towards Optimal AI-based Wealth Management - Study

This article explores the various ways that AI technology is changing the face of wealth management...

4 October 2021

Offshore Centres Look Back, Forward In Uncertain Times

We talk to industry figures in various IFCs in Europe to ask how international pressures and the...

Family Office
4 October 2021

New Research Explores ESG And Family Governance Models

WealthBriefing and Jersey Finance have teamed up to survey and interview family governance experts...

30 September 2021

What Hong Kong's New SPAC Regime Might Look Like

Wanting to join the SPAC surge, Hong Kong is changing the regulations to capture some of the...

29 September 2021

The Bahamas: The Clear Choice For International Financial Services

Here is the 2021 edition of a report about The Bahamas, prepared in partnership with The Bahamas...

Executive Pay
28 September 2021

Executive Pay Watch: 10 Years' Change To Private Equity Carried Interest Plans

A major factor in some parts of the remuneration chessboard has been the performance fees private...

17 September 2021

Proposed Rises In English, Welsh Probate Fees - An Overview

If proposed new fees for probate services take effect, there will be pressure to deal with big...

Wealth Strategies
17 September 2021

Ageing Populations Aren't Sure Bet For Healthcare Investors

Too much focus on the ageing theme disregards stronger and even more powerful structural trends...

13 September 2021

New Wealth House Serving US Expats Explains Investment Angle

UK-based Shard Capital created a new service a year ago for US expats. The business has a very...