News, Comment & Analysis results for Archive
Japan's First Female PM Seen Supportive Of Equities
We look at some of the reactions to the arrival in office of Japan's first female prime minister...
State Street IM Names New UK CEO
Boston-headquartered State Street Investment Management with $4.67 trillion under its care appoints...
Liechtenstein's LLB Group Raises $250 Million In Fresh Capital
The CEO said the bond issue will give the bank more financial freedom of action and scope for...
Change At Top Of France's Crédit Agricole CIB
Crédit Agricole CIB – the corporate and investment bank of Crédit Agricole – partners with...
Litigation, Impairments Dent Barclays' Profit Result; Shares Remain Buoyant
Investors appear to have shrugged off some one-off costs that the UK-listed bank flagged in its...
Who’s Moving Where In Wealth Management? – JM Finn, Artorius, Oak
The latest moves and appointments for wealth management roles in the UK, other parts of Europe, the...
What's New In Investments, Funds? – BlackRock, Nuveen, Bitwise
The latest news in investment offerings, financial products and other services relative to wealth...
Family Firms To Outpace Non-Family Peers by 2030
Growth momentum for family offices is in evidence even though the economic outlook is uncertain. ...
Costs Big Barrier To Creating Family Offices – Julius Baer/PwC Study
The sheer expense of building a family office is a headache for a number of UHNW families;...
AI Big Investment Priority For CEOs – KPMG
The survey found that sixty-nine per cent of CEOs plan to allocate 10 to 20 per cent of their...
Comment & Analysis results for Archive
New BVI Act Provides Clarity On Virtual Assets
In December, legislation was introduced in the British Virgin Islands for virtual assets. The...
Exclusive: Wealth Management 2.0 – The Big Opportunity That Only Technology Can Deliver
Camille Vial, who is the CEO of Mirabaud, the Swiss private bank, and Max Chuard, CEO of Temenos,...
The Mauritius-Dubai Connection Holds Big Potential – MCB
We talk to Mauritius Commercial Bank about its foray into the Middle East and its Dubai operations....
Emerging Markets In 2023: Short-Term Pain Before Long-Term Gains
LGT Wealth Management joins the chorus of firms talking about investment issues and challenges at...
Focus On Investment Opportunities In India – Lombard Odier
Stéphane Monier, chief investment officer at Swiss private bank Lombard Odier in Geneva, discusses...
The Power Of Nuptial Agreements In English Courts
As the authors of this article explain, nuptial agreements are not automatically binding in the...
Editorial Comment: Danske's Dirty Money Settlement Shows Complacency Isn't An Option
We reflect on how, at the end of 2022, US and Danish regulators imposed a $2.06 billion settlement...
Asset Allocation For Philanthropists Gets Tough
Rising inflation, falling stock markets, pleas for help and donors' own financial constraints mean...
Handling Harassment: Rights, Wrongs For HNW Families
Intrusive and unwanted communication can be alarming and upsetting. If something feels wrong, it is...
Wealth Management: Technology Platforms, Competition In Challenging Economic Times
Every wealth manager is struggling with the key question of how to balance competing imperatives....