News, Comment & Analysis results for Archive

Surveys
21 May 2025

Investors Downgrade US Economic Growth Prospects; Europe To Benefit – Survey

UK wealth manager Quilter, which oversees £119.6 billion ($160 billion) in customer investments,...

People Moves
21 May 2025

Who’s Moving Where In Wealth Management? – Imperium Group, Rockwood AM

The latest moves, appointments and personnel changes among wealth management and related...

WM Market Reports
21 May 2025

Most Wealth Clients Content With Providers, But Significant Minority Aren't Happy – EY Study

EY has cast its eye in an annual report on what clients think of wealth management – such as a...

M and A
21 May 2025

IQ-EQ Makes "Strategic Acquisition"

The acquired business, previously owned by a private equity house, concentrates on serving clients...

New Products
21 May 2025

What’s New In Investments, Funds? – Columbia Threadneedle Investments, BNP Paribas AM

The latest news in investment offerings, financial products and other services relevant to wealth...

People Moves
20 May 2025

Who's Moving Where In Wealth Management? – Sparrows Capital

The latest moves, appointments and personnel changes in the UK, continental Europe, Middle East and...

M and A
20 May 2025

Finastra Agrees To Spin Off Treasury, Capital Markets Arm

Finastra, which is headquartered in London and with offices in jurisdictions including the US and...

Client Affairs
20 May 2025

Wealth Managers React To UK-EU Trade Deal

After the UK and the EU agreed on a new trade deal – five years after Brexit – wealth managers...

Fund Management
20 May 2025

ETF Inflows Hit The Heights

Whatever the turbulent markets might suggest, the inflow to the exchange-trade funds industry in...

Surveys
20 May 2025

Private Market Investors Fret Over Tariffs, Geopolitics – Moonfare Survey

As well as a report on this survey, we recently spoke to Dr Steffen Pauls of Moonfare about private...

Comment & Analysis results for Archive

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...

Technology
28 November 2022

The FTX Collapse: When Mistruths Over Rules, Risk And Impact Spread

ESG investors and boosters should learn from the FTX collapse, for instance what happens if certain...

Company Profiles
25 November 2022

Standard Chartered's Advisory Strengths Tapped In Testing Times

This news service continues to profile organisations making an impact in the Channel Islands of...