News, Comment & Analysis results for Archive

Investment Strategies
27 August 2024

Wealth Managers Smile On Japanese Equities – DWS, Lombard Odier, IBOSS

Edmund Ng at Swiss private bank Lombard Odier, and Björn Jesch at German asset manager DWS, share...

Compliance
27 August 2024

How AI, Other Tech Can Help Ease Compliance Expertise Shortages

There's a talent shortage when it comes to compliance expertise, and that's a headache for banks...

Strategy
27 August 2024

EDITOR’S SUMMER READING PICKS: How Milltrust International Positions As Wealth Patterns Shift

In this part of the August holiday season, this publication re-issues a few of those features that...

Compliance
26 August 2024

EDITOR’S SUMMER READING PICKS: How Dow Jones Helps Firms Screen Risks 

In this part of the August holiday season, this publication re-issues a few of those features that...

Surveys
23 August 2024

Younger Generations Embracing Investing – HSBC

HSBC has just published its “Affluent Investor Snapshot 2024,” which looks at how younger...

People Moves
23 August 2024

CEO Takes Helm At Capital Union Bank Middle East

The wealth industry figure has served in a number of senior roles in the sector in locations such...

ESG
23 August 2024

Alternative Investment Managers Increasingly Committed To ESG – LGT Capital Partners

LGT Capital Partners, a Swiss headquartered specialist in alternative investing, this week...

Wealth Strategies
23 August 2024

EDITOR’S SUMMER READING PICKS: Deglobalization, Volatility And Family Office Time Horizons

In this part of the August holiday season, this publication re-issues a few of those features that...

Tax
22 August 2024

HMRC Inheritance Tax Receipts Up Again £200 million – Wealth Managers React

Wealth managers react to the latest figures from HM Revenue and Customs – showing another rise in...

Surveys
22 August 2024

Britons Trending Towards Economic Optimism

SmartSave, a Chetwood Financial company, released new research this week which examines how...

Comment & Analysis results for Archive

Compliance
29 November 2022

The FTX Collapse: The Lessons

The author of this article argues that the failures with FTX are little to do with regulation or...

Compliance
29 November 2022

Digital Asset Market Becomes Fraudsters' Playground

The author of this article says that a lack of effective regulation, combined with an audience...

Technology
28 November 2022

The FTX Collapse: When Mistruths Over Rules, Risk And Impact Spread

ESG investors and boosters should learn from the FTX collapse, for instance what happens if certain...

Company Profiles
25 November 2022

Standard Chartered's Advisory Strengths Tapped In Testing Times

This news service continues to profile organisations making an impact in the Channel Islands of...

Fund Management
24 November 2022

Niche Carmignac Fund Aims To Win Big In Family-Owned Companies Space

We talk to a manager of a fund that concentrates on family-owned businesses, and these can range...

Wealth Strategies
22 November 2022

Does Liability-Driven Investment Have Any Place In Wealth Managers' Toolkits?

The area of liability-driven investment is a specialist approach to managing money for final-salary...

Investment Strategies
9 November 2022

Cash-Rich Firms Can Tap M&A Opportunities As Rates Rise

Companies with plenty of cash stand to benefit from the M&A opportunities that can be thrown up in...

Fund Management
8 November 2022

Focus On Long-Term Investment Opportunities – Baillie Gifford

Faced with soaring inflation, rising interest rates and geopolitical conflicts, investment managers...

Family Office
7 November 2022

EXCLUSIVE: LNG – A Growth Driver For Three Groups Of Single Family Offices

Demand for liquified natural gas, aka LNG, is high amidst a global energy crisis, magnified by...

Offshore
4 November 2022

A Wide Set Of Wealth, Business Tools In Jersey: In Conversation With Stonehage Fleming

What sort of structures and entities do clients coming to Jersey want to use? What sort of...