News results for Archive

Family Office
5 November 2021

Vacuum Cleaner Tycoon's Family Office Wealth Shift - Media

A recent report sheds light on the family office activities of the UK's wealthiest man, James...

People Moves
5 November 2021

Who's Moving Where In Wealth Management? - Robeco

The latest in senior asset and wealth management and legal services moves across Europe, the UK and...

Reports
4 November 2021

Credit Suisse Unifies Wealth Arms, Cuts Risk Exposures

The bank, beset by a number of problems stemming from losses in earlier months, is slimming down...

Reports
4 November 2021

Vontobel Says Profits "Significantly" Higher, Logs Net Inflows

The Swiss firm gave an update on performance for the first nine months of 2021. ...

Client Affairs
4 November 2021

Swiss-Backed Aquarius Financial Launches In London

The new venture is fronted by a Credit Suisse veteran and backed by a Swiss boutique franchise. ...

ESG
4 November 2021

Geopolitics And Climate Finance: Can Capitalists Save The World? - Webinar

The UK-based investments firm discusses the approach it takes to reaching Net Zero and the...

Family Office
4 November 2021

Family Offices, Venture Capital And World We Seek

There is a need for innovation in business and technology, as demonstrated by the pandemic and the...

Alt Investments
4 November 2021

WEALTH TALK: Focus On Private Investment Platforms

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ESG
4 November 2021

COP26: The Week So Far

Several days into the marathon have produced a flurry of corporate pledges, many with clearer...

People Moves
3 November 2021

Who's Moving Where In Wealth Management? - BMO Global Asset Management, CISI

The latest senior moves in wealth management in Europe, Middle East and select other locations. ...

Comment & Analysis results for Archive

Company Profiles
9 June 2020

Barclays Private Bank Optimistic Over European Presence

The UK-listed bank discussed three important jurisdictions for its operations: Ireland, Switzerland...

Technology
4 June 2020

WEALTH TALK: Focus On Maintaining Trust In A Lockdown

We resume our regular Wealth Talk video series by looking at some of the central issues created by...

Compliance
3 June 2020

Hackers Threaten Global Account-Sharing Pacts, Law Firm Warns

A risk from the pandemic is that other news stories get obscured. And one such example is how...

Legal
22 May 2020

Estate Planning: Why Are Digital Assets So Tricky To Deal With?

A timely question - with or without a global pandemic - is what becomes of your digital assets?...

Wealth Strategies
20 May 2020

Making History Inform Smart Financial Decisions

A world that is hungry for data and quick results often grants greater value to a popular...

Family Office
18 May 2020

EXCLUSIVE: Single Family Offices' Real Estate Investments: The Shadow Of COVID-19

In exclusive data provided by Highworth Research, this news service examines real estate investment...

Emerging Markets
15 May 2020

Bordier & Cie Smiles On Vietnam Potential

The Swiss firm has partnered with a Vietnam-based bank as part of a strategy to build business in...

Alt Investments
12 May 2020

Hunting Private Equity Opportunities In Stressed Times

This news service looks at private equity and related private markets investors, such as those...

Fund Management
6 May 2020

WEALTH TALK: Focus On 20 Years Of Europe's ETF Industry

This Wealth Talk interview broaches the 20th anniversary of the European-based ETF market, which...

Technology
6 May 2020

What’s Up With Firms Still Shunning Instant Messaging?

Instant messaging is now a part of our business lives, including the wealth management market. What...