News, Comment & Analysis results for Archive

Surveys
19 June 2025

Global Wealth Rose In 2024, US Dominates Trend – UBS

Zurich-headquartered private bank UBS has released its Global Wealth Report 2025. The survey...

People Moves
19 June 2025

Change At The Top Of GAM, New CEO Named

After holding the CEO post since October 2023, Elmar Zumbuehl is stepping away from the job at GAM...

Awards
19 June 2025

Nominations Open For Fifth Annual WealthBriefing WealthTech Americas Awards 2026

The awards recognize excellence in innovation and achievement across the wealth technology...

Investment Strategies
19 June 2025

Guinness Favours European Over US Equities

At a media event in London this month, Guinness Global Investors discussed why it believes that...

Tax
18 June 2025

UK Reportedly Considers U-Turn On Non-Doms' IHT – Reactions

With growth flatlining at best, and demands for public spending continuing to mount, the UK...

Alt Investments
18 June 2025

Central Banks Load Up On Gold In Uncertain Times – WGC Study

As a bank talks about "de-dollarisation" and the role of gold, industry figures show that central...

Surveys
18 June 2025

Geopolitical Uncertainty Overriding Concern For Family Offices In 2025 – BlackRock Survey

New York-based investment manager BlackRock has launched its 2025 Global Family Office Survey,...

Investment Strategies
18 June 2025

Amundi Smiles On European, Emerging Market Bonds In 2025

Together with German asset manager DWS, yesterday French asset manager Amundi outlined its mid-year...

People Moves
18 June 2025

HSBC Names New CEO Of Global Asset Management, Head Of UK Wholesale

The new senior hire has been with HSBC Asset Management for 25 years during which time he has led...

Surveys
18 June 2025

Most UK Financial Institutions Expect Business Growth Over Next 12 Months – Lloyds Survey

Lloyds Bank has launched its annual “Financial Institutions Sentiment Survey,” capturing the...

Comment & Analysis results for Archive

Compliance
23 December 2022

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...

Philanthropy
20 December 2022

Asset Allocation For Philanthropists Gets Tough

Rising inflation, falling stock markets, pleas for help and donors' own financial constraints mean...

Legal
12 December 2022

Handling Harassment: Rights, Wrongs For HNW Families

Intrusive and unwanted communication can be alarming and upsetting. If something feels wrong, it is...

White Papers
8 December 2022

Wealth Management: Technology Platforms, Competition In Challenging Economic Times

Every wealth manager is struggling with the key question of how to balance competing imperatives....

Art
2 December 2022

Fractions Of Fine Art – In Conversation With Mintus

The $65 billion-plus fine art market hasn't been an easy one to penetrate for those who aren't...

Compliance
1 December 2022

The FTX Collapse: The Lessons

The author of this article argues that the failures with FTX are little to do with regulation or...

Client Affairs
1 December 2022

HNW Individuals' Public Profiles Risk Reputation Threats

Social media and the constant flow of news puts HNW people under intense scrutiny. Here is an...

Legal
30 November 2022

Invisible Contracts When Moving In With A Partner

Couples choosing to cohabit should consider documenting their intentions in relation to their...

Compliance
29 November 2022

Digital Asset Market Becomes Fraudsters' Playground

The author of this article says that a lack of effective regulation, combined with an audience...

Compliance
29 November 2022

The FTX Collapse: The Lessons

The author of this article argues that the failures with FTX are little to do with regulation or...