News results for Archive

Compliance
3 January 2022

Compliance Corner: Mauritius, European Union

The latest compliance news: regulatory developments, punishments, guidance, permissions and new...

M and A
3 January 2022

S&P Global, IHS Markit Spin Off Businesses, Prepare Merger

The firms provide much of the data, analytics and research that is used by the wealth management...

M and A
3 January 2022

HSBC's Acquisition Shows India's Allure In Asian Drive

The Asia expansion story may have been dealt a few blows by COVID-19 and rising protectionism, but...

People Moves
24 December 2021

Julius Baer Nominates Spanish Veteran For Executive Board Election

Long-term board member retires and industry veteran is nominated for election to the board next...

M and A
24 December 2021

UK Schroders To Buy Majority Stake In Renewables Investor

The move - the latest example of deal-making in overdrive in the asset management industry this...

Legal
23 December 2021

WEALTH TALK: Focus On Keeping On Right Side Of Global Laws

In this latest video, we talk to Michael O’Kane, Senior Partner, Peters & Peters, the law firm,...

People Moves
23 December 2021

Who's Moving Where In Wealth Management? - Bank J Safra Sarasin, TIGER 21

The latest moves in wealth management from across Europe and the UK. ...

Company Profiles
23 December 2021

A New Agricultural Revolution? Talking Farming And Food With Milltrust

Farming, food and how the journey of food to the table fits with ideas around sustainability is an...

People Moves
23 December 2021

Julius Baer's CFO To Depart, Successor Named

After a 15-year term of office that coincided with major changes in the banking industry and a...

Art
23 December 2021

Julius Baer Jazzes Up Sponsorship

The arrangement is an example of the kind of fine arts and entertainment sponsorship deals that...

Comment & Analysis results for Archive

Wealth Strategies
7 September 2020

Warren Buffett's Japan Bet: There's More To Come

A large investment firm based in Japan considers Warren Buffett's recent decision to build stakes...

Surveys
4 September 2020

Family-Owned Businesses Withstand COVID Assaults

Credit Suisse Research Institute has published its latest findings on the resilience of...

Trust Estate
1 September 2020

Should Trustees Be Worried About Global Warming?

What should those who hold and run trusts think about climate change and the consequences that are...

Reports
21 August 2020

WEALTH TALK: Focus On Bank Results, Life After LIBOR

The latest Wealth Talk video covers the results of banks - and how some of them have been able to...

Banking Crisis
20 August 2020

Life After LIBOR: What Benchmark Changes Mean For Wealth Managers

A relatively small circle of Tier 1 banks may be on top of changes to the LIBOR inter-bank interest...

Art
19 August 2020

Stored Away: There's So Much Art Available For Market

We talk to Overstone Art Services, a UK-based organisation, about the state of the world's fine art...

Family Office
18 August 2020

WEALTH TALK: Focus On Highworth Research And Single Family Offices

This news services links up with the research firm's founder to talk about the wins and losses of...

Trust Estate
12 August 2020

Law Of Unintended Consequences - Inheritance And The Pandemic

Mistakes over estate planning come to light when, as a result of COVID-19, families can be hit with...

Philanthropy
10 August 2020

Top Considerations When Setting Up Charitable Endowments

Setting up a charitable endowment or foundation is a rewarding experience, but one that family...

WM Market Reports
4 August 2020

Winning Women In Asia-Pacific - Two Leaders Speak

This publication takes a walk around the topic of how women are gaining power as earners, creators...