News, Comment & Analysis results for Archive

Islamic Banking
28 May 2025

Arta Finance Launches Shariah-Compliant Investment Portfolios

The firm, which is an example of digitally-driven wealth management, has launched another offering...

Investment Strategies
27 May 2025

President Trump’s Tariff Strategy: Trade Policy Or Fiscal Reform?

The following article from EFG Bank delves into the US tariff policy to work out the investment...

Strategy
27 May 2025

Lombard Odier, Hong Leong Bank Form Asia Partnership

The partnership follows a pattern set by a number of European banks in recent years as a way to tap...

Tax
27 May 2025

UK Rakes In More Inheritance Tax Revenues – Reactions

After HM Revenue and Customs latest figures show another rise in inheritance tax receipts, wealth...

M and A
27 May 2025

Deals Of The Day: The Latest In Wealth Management M&A – Saltus, Delta

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

People Moves
27 May 2025

Who’s Moving Where In Wealth Management? – UK's Quilter Cheviot

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

Investment Strategies
27 May 2025

Exclusive: Franklin Templeton Positive On European Fixed Income

David Zahn, head of European fixed income at Franklin Templeton, expects markets to be extremely...

New Products
23 May 2025

Piguet Galland Launches New E-banking Platform

Swiss private bank Piguet Galland is stepping forward with its digital transformation, in...

M and A
23 May 2025

Deals Of The Day: The Latest In Wealth Management M&A – Suntera Global, Khepri

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

New Office
23 May 2025

Ashmore Group Secures Qatar Authorisation

The London-based firm, which has been operating in Qatar for years, now has an office on the ground...

Comment & Analysis results for Archive

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...

Fund Management
24 November 2022

Niche Carmignac Fund Aims To Win Big In Family-Owned Companies Space

We talk to a manager of a fund that concentrates on family-owned businesses, and these can range...

Wealth Strategies
22 November 2022

Does Liability-Driven Investment Have Any Place In Wealth Managers' Toolkits?

The area of liability-driven investment is a specialist approach to managing money for final-salary...

Investment Strategies
9 November 2022

Cash-Rich Firms Can Tap M&A Opportunities As Rates Rise

Companies with plenty of cash stand to benefit from the M&A opportunities that can be thrown up in...

Fund Management
8 November 2022

Focus On Long-Term Investment Opportunities – Baillie Gifford

Faced with soaring inflation, rising interest rates and geopolitical conflicts, investment managers...

Family Office
7 November 2022

EXCLUSIVE: LNG – A Growth Driver For Three Groups Of Single Family Offices

Demand for liquified natural gas, aka LNG, is high amidst a global energy crisis, magnified by...

Offshore
4 November 2022

A Wide Set Of Wealth, Business Tools In Jersey: In Conversation With Stonehage Fleming

What sort of structures and entities do clients coming to Jersey want to use? What sort of...

Compliance
2 November 2022

10 Years On From HSBC's AML Saga – What Has Changed?

The author of this article claims that there has been little improvement in AML controls in much of...

Legal
1 November 2022

International Surrogacy Developments: Financial Impact On Families

The author argues that as more people resume foreign travel, with many doing so to consider...

Company Profiles
27 October 2022

Using Tech To Achieve Wealth Management Edge – In Conversation With InvestCloud

Finding new clients, attracting and keeping them requires a range of qualities, and intelligent use...