News, Comment & Analysis results for Archive

New Products
9 December 2025

FAB, Amundi Expand Investment Solutions Across Gulf

Along with many other firms that have been increasing their presence in Dubai and neighbouring Abu...

Strategy
9 December 2025

Edmond De Rothschild Seeks To Wow Nautical World – Again

The private banking dynasty's enthusiasm for such yachts goes back to 1875. Also, in current garb,...

People Moves
9 December 2025

Who’s Moving Where In Wealth Management? – Morgan Lewis, Fidelity International, Others

The latest moves and appointments for wealth management roles in the UK, other parts of Europe, the...

Surveys
9 December 2025

AML Systems Gradually Improve, Big Challenges Remain

The report on the Basel AML Index calls for a shared reimagining of the fight against financial...

Investment Strategies
8 December 2025

Diversify, Lean Into AI "Thoughtfully," And Underweight The Dollar – Cambridge Associates

The organisation is among a raft of institutions setting out asset allocation views for 2026. It...

People Moves
8 December 2025

Who’s Moving Where In Wealth Management? – Investec Bank

The latest moves and appointments for wealth management roles in the UK, other parts of Europe, the...

Technology
8 December 2025

Digital Digest: The Latest Tech News – Van Lanschot Kempen, Amundi

The latest technology news in the wealth management sector from around the world. ...

Asset Management
8 December 2025

Abu Dhabi's Aldar, Mubadala Launch Investment Platform

The groups said the platform will connect global institutional investors with real estate and...

Alt Investments
8 December 2025

What's New In Investments, Funds? – Apex Group, PISCES, MSCI

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

M and A
8 December 2025

Deals Of The Day: The Latest In Wealth Management M&A – Ocorian, Clarity Consulting Solutions

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

Comment & Analysis results for Archive

Legal
4 January 2023

The Power Of Nuptial Agreements In English Courts

As the authors of this article explain, nuptial agreements are not automatically binding in the...

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...