News results for Archive

People Moves
5 May 2022

Stonehage Fleming Makes Jersey Hires

The MFO has made two senior appointments to its business in Jersey. ...

People Moves
4 May 2022

Who’s Moving Where In Wealth Management? – Amundi, Charles Russell Speechlys, Kingsley Napley, Others

The latest moves and appointments in wealth management for the UK, rest of Europe, Middle East and...

People Moves
4 May 2022

Guernsey Takes Aim At US Market

US managers have been looking at using Guernsey and Jersey structures. ...

M and A
4 May 2022

Deals Of The Day: The Latest In Wealth Management M&A – Suntera Global, Nedgroup Trust, IQ-EQ, Others

The latest mergers, acquisitions and other corporate actions in the wealth management sector. ...

People Moves
4 May 2022

UK Wealth Manager Adds Senior Industry Figure As Non-Executive Director

Among other positions, Breedy is a member of this news service's editorial advisory board. ...

Legal
4 May 2022

Prosecutors Raid Morgan Stanley Offices In Germany – Media

Media reports said the scandal is Germany's biggest post-war fraud involving a share-trading scheme...

Investment Strategies
4 May 2022

Defensive Stocks, Energy Best Shelter From Stagflation

As the phenomenon of rising inflation and a possible recession becomes more of a talking point, a...

ESG
3 May 2022

You're Out Of Line Over Climate Disclosure Rule, Academics Tell SEC

The trend of becoming more environmentally aware has become a big wealth management issue. Moves by...

Legal
3 May 2022

Lawsuit Filed Against Credit Suisse Over Oligarch-Linked Case – Media

The law firm alleged disclosure shortcomings around a securitisation deal, the report said. ...

Investment Strategies
3 May 2022

A Recession Will Come But Focus Now On Inflation Protection – UBS

One of the largest players in global wealth management argues that while a recession is a certainty...

Comment & Analysis results for Archive

Strategy
22 February 2021

Generation Z: Understanding, Advising This Wired Cohort

As Gen Z clients come of age (some of which already are), it is important to ask new questions to...

Compliance
16 February 2021

EXCLUSIVE: Regulatory Overhaul Will Turbocharge EAM Sector - FINMA

The Swiss Financial Market Supervisory Authority speaks to WealthBriefing about the rule changes...

Strategy
11 February 2021

WEALTH TALK: Focus On Client Segmentation Strategy

This news service talks to a nationwide US wealth manager about the approach it takes to client...

Asset Management
5 February 2021

Disciplined Bitcoin Investing Can Pep Up Portfolios - Nickel Digital Asset Management

We talk to a founder of a new London-based investment firm that holds bitcoin. It argues that when...

Client Affairs
3 February 2021

The Case For Avoiding GameStop Craze

The surge in retail investor trading in shares such as computer games retailer GameStop, cinema...

Company Profiles
28 January 2021

Asia-Based HNW Investors Smile On Western Commercial Property

The firm says there is particular demand from clients, such as Asian HNW individuals and family...

Investment Strategies
22 January 2021

Japanese Equities Deserve Fresh Look

The Asia-focused asset management firm talks about the case for investors taking a new look at...

Strategy
20 January 2021

BOOK REVIEW: Free Lunch Thinking By Tom Bergin

A new book by a UK journalist challenges a number of economic ideas that he says have damaged...

Fund Management
19 January 2021

Managers Hone 2021 Investment Opportunities

January is typically when fund managers post where opportunity is knocking in a year expected to...

Legal
4 January 2021

The Tug Of War For Trustees In Divorce

Sadly, the start of this year is likely to be a busy time for solicitors handling marital disputes....