News, Comment & Analysis results for CISI

Investment Strategies
18 May 2016

EXCLUSIVE: UBS's O'Neill On Brexit - In, Out Or A "Neverendum"?

A "remain" decision in the upcoming UK vote on EU membership would not necessarily kill the debate,...

12 April 2016

AXA IM Boosts Data Capabilities

AXA Investment Managers, part of France’s AXA Group, aims to enhance its investment...

WM Market Reports
1 February 2016

Bank Of Japan's Shock Decision To Go Negative: What Wealth Managers Say

The wealth management industry reacts to the world's third largest economy taking its interest...

14 December 2015

Ex-Advisor Network CEO Appeals Regulator's Decision To Ban Him

The UK financial watchdog has decided that the ex-boss of a financial advisor network should be...

Emerging Markets
1 December 2015

Leap Forward For China's RMB As Currency Accepted Into IMF Basket; Wealth Managers React

Wealth managers have reacted to the decision this week by the International Monetary Fund to accept...

Family Business Insights
23 November 2015

Wealthy Clients Need More Guidance On Family Engagement Strategies - Study

Developing a "boardoom approach" can help families achieve wealth goals and make wealth transfer...

15 October 2015

UK Court Says Ex-Spouses Entitled To Full Facts On Assets - Lawyers' Reactions

Yesterday, the Supreme Court in London ruled in favour of two women who had demanded full facts...

29 July 2015

Lawyers (Mostly) Relaxed About Clients' Will-Writing Freedoms After Major Ruling In London

A decision by an appeals court to transfer a third of a deceased woman's estate to her estranged...

Investment Strategies
24 July 2015

Investment Trends, Best Practice: CIOs Explain How, Why They Act - Conference

How do chief investment officers make their decisions, and what tools do they use in driving...

14 July 2015

EXCLUSIVE GUEST ARTICLE: Vermilion On "Proof Of Concept Tests" By Wealth Managers

Wealth managers need to embrace new, more effective ways to find what suits them best with software...

Comment & Analysis results for CISI