News, Comment & Analysis results for Archive

People Moves
28 June 2024

FNZ Names New CEO for Europe

The new CEO, who has rejoined the firm after having served as managing director of Europe from 2014...

Asset Management
28 June 2024

EFG Private Bank Launches UK Independent Asset Manager Platform

The IAM offering is similar to those which the EFG group already runs in markets such as...

Investment Strategies
28 June 2024

Lombard Odier’s 10 Investment Convictions For 2024

Global wealth and asset manager Lombard Odier has just published its latest CIO office...

Practice Strategies
28 June 2024

A Fast Walk Around Wealth Sector Remuneration

Among the recruiters with whom this news service has spoken to recently about trends in the wealth...

People Moves
28 June 2024

Swiss Regulator Blesses Change At Top Of REYL Intesa Sanpaolo

Under the change, François Reyl, who has been CEO since 2008, will move to chair its strategic...

ESG
28 June 2024

MainStreet Partners Frowns On Proposed New EU Sustainability Grades

The nub of the issue is the way in which regulators around the world are trying to figure out how...

New Products
28 June 2024

What’s New In Investments, Funds? – Invesco

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

Offshore
27 June 2024

WEALTHTALK: The Evolving Bahamas Financial Story – Webinar

Here is a webinar in which senior figures in the Bahamian financial and government field talked...

Tax
27 June 2024

Shifting Sands On Taxation – Navigating Uncertainty

At the conclusion of this article, the authors warn legislators not to rush into change without...

New Products
27 June 2024

Lombard Odier IM Targets Taiwan

Lombard Odier Investment Managers' new strategy is part of the firm’s drive to expand its...

Comment & Analysis results for Archive

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...

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...