News, Comment & Analysis results for Archive

Strategy
18 March 2026

UK-Headquartered Titan Wealth Leans Into Sports

The intersection of wealth management and sport continues to throw up examples of business...

M and A
18 March 2026

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

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

Technology
18 March 2026

Digital Digest: The Latest Tech News – Avaloq, Arab Bank Switzerland, BlackRock

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

Strategy
18 March 2026

Japan's MUFG Bank Enters India Pact

Japan's banking relationship with India – expected to be the world's third-largest economy in...

People Moves
18 March 2026

International Wealth Group Appoints Ex-EFG Figure As Vice Chairman

The group of firms in the JAR Group operate in Geneva, Dubai, Singapore and Monaco. ...

M and A
18 March 2026

iCapital Pushes Further Into Insurance Sector

Since its founding in 2013, iCapital has been among a crop of specialist firms, often harnessing...

Investment Strategies
18 March 2026

EXCLUSIVE: Ossiam Remains Overweight US, Eyes Opportunities In Japan

Paris-based asset manager Ossiam, which focuses heavily on exchange-traded funds, discusses its...

Strategy
17 March 2026

EXCLUSIVE: REYL Overseas' New CEO Sets Out Growth Plans, Opportunities

The firm unveiled the CEO's appointment today and he spoke exclusively to this news service about...

Financial Results
17 March 2026

Close Brothers Disputes Motor Finance Redress Impact Claims; Shares Fall

A group in Delaware, US, has taken aim at the UK bank for allegedly not having enough resources to...

M and A
17 March 2026

Deals Of The Day: The Latest In Wealth Management M&A – WisdomTree

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...