News results for Archive

Compliance
31 October 2022

Switzerland's HBZ Opens New Branch In DIFC

The move is an example of how Dubai's financial hub is continuing to attract international banks...

People Moves
31 October 2022

Summary Of Executive Moves In Wealth Management – August

August, despite being a vacation month, produced a lot of moves. In the UK, for example, Evelyn...

M and A
31 October 2022

Nuveen To Acquire European Private Debt Manager

The acquisition will expand Nuveen’s private capital expertise and presence into Europe,...

Compliance
31 October 2022

SEC Turns Spotlight On Advisors' Outsourcing

The regulator, which wants to force Registered Investment Advisors to ensure that all outsourced...

New Products
31 October 2022

What’s New In Investments, Funds? – IBOSS

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

Art
31 October 2022

HOFA Gallery Launches DAO For Art Collectors

HOFA Gallery, a London-based contemporary art gallery, makes global art investment more...

People Moves
31 October 2022

Who's Moving Where In Wealth Management? – Vistra

The latest moves and appointments in wealth management roles in the UK, the rest of Europe, the...

ESG
31 October 2022

ESG Enters Client Suitability Menu Under MiFID II – How This Affects Advisors

There's a lack of clarity – so far – on whether UK advisors will be affected by the adjustment...

Financial Results
28 October 2022

Coutts Reports Income, Operating Profits Surge

Higher deposit returns, helped by the rise to official interest rates, played a part in driving the...

Client Affairs
28 October 2022

Investment Managers React To ECB Rate Hike

After the European Central Bank raised interest rates again this week to fight soaring inflation,...

Comment & Analysis results for Archive

Strategy
14 June 2021

The UK's Regional Wealth Promise - An Overview

There's plenty of wealth management potential outside the M25 corridor. The government's...

Fund Management
10 June 2021

Lifting The Fog On ESG's Data Problem

Calls are growing for accurate high-quality ESG data that is assessed under a global standard....

Tax
27 May 2021

A Global Minimum Corporate Tax Rate - Smart Policy Or "Tax Cartel"?

Setting a global minimum corporate tax rate among major industrialised nations has the certain...

Offshore
27 May 2021

Switzerland's Edge As Intellectual Property Hub - Comment

The author of this comment talks about the benefits of intellectual property registration as an...

Investment Strategies
24 May 2021

We Need To Talk About Inflation - Wealth Managers' Reactions

Whether it is a temporary rise or something more durable, recent data pointing to a sharp rise in...

Strategy
21 May 2021

What It Means To Be A "Contrarian" Value Investor

Blindly practising time-honoured value investing is a dangerous occupation, not least because of...

Family Office
17 May 2021

Family Office Or Founder's Office - Sector Must Tighten Definitions

A consultant and former private banking and investment industry figure has a complaint: he reckons...

Investment Strategies
17 May 2021

Are Debt, Digital And Climate Transforming Central Banking, Broader Economy?

Climate change, aka global warming, affects the global economy and hence influences how central...

Company Profiles
12 May 2021

Acquisition-Minded Kingswood Sees UK Regional Potential

The UK's regions hold plenty of wealth management potential, says the CEO of a firm's wealth...

Family Office
7 May 2021

Cambridge Associates Taps Into Asia's Family Offices Story

This news service recently spoke to the firm about its recent move to step up operations in the...