News, Comment & Analysis results for Archive
Who’s Moving Where In Wealth Management? – Evelyn Partners, Raymond James, Others
The latest moves and appointments for wealth management roles in the UK, and other parts of Europe,...
Stonegate Capital Launches AI-First Family Office In Dubai
An established UK family creates a global platform combining institutional expertise, AI-Native...
M&G Names New Private Markets Global Head Of Impact
The firm said that this appointment would help the business to accelerate product innovation,...
Theta Capital Management Plans New VC Vintages To Capture Digital Assets Growth
This news service talks to a European business that invests in a form of venture capital that seeks...
Schroders Employs JV Model To Build Thailand Wealth Business
The UK-based group, which is in the process of being acquired by US-headquartered Nuveen, has...
Aberdeen Cranks Up Tokenised Private Markets Access
Aberdeen Investments has named Finloop Finance as a distributor of its Global Private Markets...
Former NATO Chief To Address Jersey Finance’s “Trusted Shores” – London Conference
An experienced figure from the UK’s political and international defence field gives his...
EXCLUSIVE: Mashreq Puts Clients, Specialists In Charge Of Digital Journey
Instead of technologists shaping what systems advisors and clients use, the digital tools at Middle...
Who’s Moving Where In Wealth Management? – Apex, Charles Russell Speechlys, PIMFA
The latest moves and appointments for wealth management roles in the UK, and other parts of Europe,...
Edmond de Rothschild Marks 40th Anniversary In Monaco With New Office
The private bank said the client experience in the new office reflects the standards of a luxury...
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...