News, Comment & Analysis results for Archive

Financial Results
14 May 2026

UK's Weatherbys Reports Slight 2025 Rise In Operating Income

As part of its 2025 results statement, the venerable UK banking group said it reported a record Net...

M and A
14 May 2026

French Wealth Manager Groupe Allen Targets UK

The move into the UK market aims to strengthen cross-border Franco-UK wealth and tax support which...

M and A
14 May 2026

Deals Of The Day: The Latest In Wealth Management M&A – Alpha Financial Markets Consulting, Elgin White

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

Financial Results
14 May 2026

ABN AMRO's First-Quarter 2026 Net Profit Rises

Among the details on the wealth management side, the Dutch bank said it was on track with its...

People Moves
14 May 2026

Aztec Group Names New CEO

The new CEO brings deep commercial and technology expertise, a track record of leading complex...

People Moves
14 May 2026

LGT Names New Thailand Wealth Business Chief Executive

The appointment also speaks to how Thailand's profile as a wealth management jurisdiction has risen...

People Moves
13 May 2026

Who’s Moving Where In Wealth Management? – Foster Denovo, Peel Hunt, Others

The latest moves and appointments for wealth management roles in the UK, other parts of Europe, the...

People Moves
13 May 2026

Carmignac Boosts Investment Team With Four Hires

These appointments will enhance the firm's research capabilities, helping it to identify long-term...

WM Market Reports
13 May 2026

UBS Survey Lifts Lid On How Families Prepare For Inheritance, Change

With a multi-trillion-dollar wealth transfer under way, preparing upcoming generations for the...

Client Affairs
13 May 2026

Wealth Managers Fret As UK Prime Minister Clings To Office

Wealth managers discuss the investment impact of the potential resignation of UK Prime Minister Sir...

Comment & Analysis results for Archive

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...

Compliance
29 November 2022

The FTX Collapse: The Lessons

The author of this article argues that the failures with FTX are little to do with regulation or...

Technology
28 November 2022

The FTX Collapse: When Mistruths Over Rules, Risk And Impact Spread

ESG investors and boosters should learn from the FTX collapse, for instance what happens if certain...

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...