News results for Archive

Wealth Strategies
16 December 2021

What Investments Makes Sense If "Stagflation" Hits - Schroders

The wealth and investment management house crunches the data to work out the kind of assets that...

Wealth Strategies
15 December 2021

Go For Quality After 2021's Equity Recovery - Citigroup

Cyclical sectors bounced when vaccination rollouts began and economies revived in parts of the...

15 December 2021

FCA Acts To Tackle Application Bottlenecks

The UK's financial services watchdog has defended using external legal and recruitment resources to...

Company Profiles
15 December 2021

A Large US Market Exposure Pays Off For Bordier & Cie (UK)

We talk to the UK firm about its investment positioning in recent times, what it says drives...

M and A
15 December 2021

Canaccord Buys UK-Based Punter Southall Wealth

The Canadian group's deal involves paying £164 million in cash and offering an equity interest....

15 December 2021

LexisNexis Risk Solutions Warns Wealth Managers Over KYC, AML

The research comes amidst continued concerns over money-laundering risks, as highlighted this week...

People Moves
15 December 2021

Who's Moving Where In Wealth Management? - Schroders, Quilter, Others

The latest moves and appointments in the UK, rest of Europe and select international locations. ...

14 December 2021

UK Watchdog Fines NatWest £264.7 Million For AML Failings

In its summary of the case, the FCA said that some of the bank’s employees, who were in charge of...

14 December 2021

UBS Pulls Investment Banking Dealmakers From South Africa

The Swiss bank has acted to take some costs out of its South Africa and related investment banking...

14 December 2021

French Court Upholds UBS Conviction, Slashes Penalty

The case relates to acts that ran between 2004 and 2012. ...

Comment & Analysis results for Archive

27 October 2020

WEALTH TALK: Private Client Series With Kobre & Kim - A Focus On Brazil, Asset Forfeiture

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

23 October 2020

WEALTH TALK: Focus On WealthBriefing's European Awards

Here is our latest Wealth Talk video. The subject is the recently published list of winners of the...

Company Profiles
21 October 2020

Tracking Investors' Dance Moves To Deliver More Alpha

Harnessing insights from behavioural finance, and drawing ideas from sports and other fields, a...

Alt Investments
20 October 2020

The Alternative Credit Markets Explained

There is money to be made in the alternative credit markets while more conventional ones face...

9 October 2020

Protecting Family Offices In Remote Working Age

What steps should family offices take to protect cybersecurity at a time when family and non-family...

WM Market Reports
7 October 2020

New Research: Co-Creation In Wealth Management 

This news service launches another in its research paper series in partnership with Finantix. ...

2 October 2020

The Bahamas: The Clear Choice For International Financial Services

This publication has brought out a new edition of a report about The Bahamas, in partnership with...

Client Affairs
2 October 2020

WEALTH TALK: Private Client Series With Kobre & Kim - A Focus On Hong Kong

This news service hosts a video produced by international law firm, Kobre & Kim. The focus here is...

Family Office
21 September 2020

Single Family Office Snapshots: Latest SFO Highlights

This publication is starting a new series, regularly examining the activities of single family...

M and A
18 September 2020

WEALTH TALK: Focus On Possible Bank Mega-Merger

It may be a speculative story at this stage, but a recent report, quoting unnamed sources, saying...