News, Comment & Analysis results for Archive
Clifton Asset Management Names New Chief Financial Officer
The new chief financial officer, who has already started to make his mark, is succeeding Ellis...
Brooks Macdonald Partners With Woven Advice To Simplify Advisor Workflows
The partnership will enable international financial advisors to implement investment propositions...
Revenues Increase, Loss Narrows At AITi Global
The figures came out shortly after fresh speculation arose over a change in the wealth management...
Why Infrastructure Deserves Place In Wealth Portfolios
After US-based assets manager KKR announced the close of its £14.3 billion ($19 billion) Global...
Deals Of The Day: The Latest In Wealth Management M&A – Frankfurter Leben Gruppe, Athora Deutschland, DWS
The latest mergers, acquisitions and other corporate actions in the wealth management sector. ...
The Sustainability Phenomenon : Kinetic7 Technologies, Aquarius Capital, PIF Energy, Others
The latest developments in the sustainability space. ...
AMINA Aims For Easier Client Experience To Take Growth Up Another Level
When the banking group, headquartered in Switzerland and now operating in multiple locations, said...
Osiris Launches Guernsey Fiduciary Business
The group, a multi-jurisdictional provider of fiduciary, corporate and trust services, has extended...
What’s New In Investments, Funds? – Banco Sabadell, Amundi, Columbia Threadneedle Investments
The latest news in investment offerings, financial products and other services relevant to wealth...
Julius Baer Constructive On Japanese Equities Despite Stronger Yen
Swiss private bank Julius Baer, together with other wealth managers, share their insights on the...
Comment & Analysis results for Archive
Exclusive: Wealth Management 2.0 – The Big Opportunity That Only Technology Can Deliver
Camille Vial, who is the CEO of Mirabaud, the Swiss private bank, and Max Chuard, CEO of Temenos,...
The Mauritius-Dubai Connection Holds Big Potential – MCB
We talk to Mauritius Commercial Bank about its foray into the Middle East and its Dubai operations....
Emerging Markets In 2023: Short-Term Pain Before Long-Term Gains
LGT Wealth Management joins the chorus of firms talking about investment issues and challenges at...
Focus On Investment Opportunities In India – Lombard Odier
Stéphane Monier, chief investment officer at Swiss private bank Lombard Odier in Geneva, discusses...
The Power Of Nuptial Agreements In English Courts
As the authors of this article explain, nuptial agreements are not automatically binding in the...
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...
Asset Allocation For Philanthropists Gets Tough
Rising inflation, falling stock markets, pleas for help and donors' own financial constraints mean...
Handling Harassment: Rights, Wrongs For HNW Families
Intrusive and unwanted communication can be alarming and upsetting. If something feels wrong, it is...
Wealth Management: Technology Platforms, Competition In Challenging Economic Times
Every wealth manager is struggling with the key question of how to balance competing imperatives....
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...