News, Comment & Analysis results for Archive

Client Affairs
22 May 2025

UK Inflation Runs Hot, Limits Scope For Rate Cuts – Wealth Managers

After the UK inflation rate jumped by more than expected in April, its highest level since February...

Financial Results
22 May 2025

Julius Baer Reports Net New Money Inflows Jan-April 2025

The Swiss private bank, which operates in a number of regions, such as Asia, has been reviewing...

Financial Results
22 May 2025

UK's Close Brothers Says Financial Performance Holds Steady

Close Brothers, which has spun off its asset management arm and positioned to handle potential...

Financial Results
22 May 2025

EFG International Logs Four-Month Profit Gain In 2025

Among other details, EFG International said it has continued to remove risks with the sale of part...

Surveys
22 May 2025

Trade War Biggest Threat To Global Family Offices In 2025 – UBS Report

Swiss bank UBS has published its annual Global Family Office Report 2025, with insights from 317...

Strategy
22 May 2025

Evelyn Partners Continues To Support Women's Financial Challenges

As shown in sports sponsorship and various programmes, the UK-headquartered wealth management group...

People Moves
22 May 2025

Standard Chartered Leans Into Gulf Wealth Growth Story

The bank is targeting the Middle East's growth potential. ...

People Moves
21 May 2025

Withers Builds Art Advisory Expertise With Senior Hire

The international law firm said it is adding to its art advisory and related legal capabilities. ...

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...

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...