News, Comment & Analysis results for Archive

Wealth Strategies
20 June 2024

BoE To Hold Interest Rates Despite Inflation Drop – Wealth Managers React

After UK annual headline inflation came in at its 2 per cent target in May, as expected, wealth...

People Moves
20 June 2024

Who’s Moving Where In Wealth Management? – Ostrum AM, Crestbridge Family Office Services

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

New Products
20 June 2024

Compliance Corner: Fenergo, First Abu Dhabi Bank; FCA Delays PEP Report

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

20 June 2024

The ESG Phenomenon: Indosuez Wealth Management Launches Green Bond

The latest developments in the ESG space. ...

New Products
20 June 2024

What’s New In Investments, Funds? – Schroders

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

M and A
19 June 2024

JTC To Acquire Cayman-Based Fiduciary Services House

JTC, which has established a presence in the Caribbean island since 2013, said the deal will add to...

People Moves
19 June 2024

Who's Moving Where In Wealth Management? – Square Mile, Spring

The latest moves, appointments, personnel changes and developments among senior figures the wealth...

19 June 2024

The Bahamas: Invitation To A Panel Debate On Growing Jurisdiction

This news service is holding a panel discussion in partnership with the Bahamas Financial Services...

Investment Strategies
19 June 2024

Wealth Managers React To Rising EU-China Trade Tensions

After the European Commission decided last week to bump up tariffs on electric vehicle imports from...

Investment Strategies
19 June 2024

French Election Investment Impact – View From UBS, EFG, Edmond De Rothschild

Mark Haefele, chief investment officer at UBS Global Wealth Management, together with EFG AM and...

Comment & Analysis results for Archive

20 May 2022

EDITORIAL COMMENT: A High Net Worth Status Ain't What It Used To Be

Inflation is eroding the value of money at a rapid clip, and that means the old minimum sums...

Islamic Banking
13 May 2022

Going Green Can Carry Costs, Warns Advisor On Islamic, Other Finance

Those who are attracted to "Green" investing may also be interested in Shariah finance. A firm...

Real Estate
11 May 2022

New UK Heat Regulations And Property – What Family Offices Should Know

A new set of rules in the UK, taking force from the start of September, is designed to improve...

Client Affairs
10 May 2022

"No Fault Divorce" – Only A Tick Box Away From Separation

A change in law affecting England and Wales came into force from early April, changing the...

9 May 2022

A Walk Around The World's Regulatory Landscape

This news service speaks to BNY Mellon Pershing, a business with considerable interplay with...

Wealth Strategies
4 May 2022

Behavioural Finance’s Next Step To Going Mainstream

The investment approach shaped by ideas about behaviour and how humans actually conduct themselves...

Family Office
3 May 2022

EXCLUSIVE: Europe And North America – Single Family Offices Compared

The extended coverage of single family offices by Highworth Research's database – working with...

Practice Strategies
3 May 2022

The Perfect "Sandbox" – How Avaloq Innovates In The Cloud

We talk to Avaloq and one of the men driving R&D and innovation at the firm. He argues that the...

WM Market Reports
28 April 2022

New Report On How Bahamas Pushes Forward As IFC

This is a mini-series on The Bahamas Financial Services Industry. ...

Investment Strategies
20 April 2022

Steering A Careful Course Around Credit Amid Volatile Times

We talk about rising rates, hot inflation, Russia and much else with a senior figure at an asset...