News, Comment & Analysis results for Archive

People Moves
25 June 2024

Brooks Macdonald Names New CEO

The move comes after the current CEO decided to retire after 22 years with the group. ...

Alt Investments
24 June 2024

Emerging Market Hedge Fund Gains Accelerate Through May – HFR

Among other figures, data showed that assets under management in the emerging market hedge fund...

M and A
24 June 2024

ABN AMRO Eyes Another German Private Bank Purchase – Media

Europe's largest economy is an important wealth sector, and several banking groups see it as a...

New Products
24 June 2024

What’s New In Investments, Funds? – Invesco

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

Tax
24 June 2024

UK Inheritance Tax Receipts Keep Rising – Reactions

Wealth managers react to latest figures from HM Revenue and Customs, showing another rise on the...

People Moves
24 June 2024

Indosuez WM Names New Hong Kong Branch Chief Executive

The new CEO, who will be taking up the role from the beginning of September, has been at the...

Company Profiles
24 June 2024

BNY Pershing Sets Out EMEA Revenue Ambitions

The wealth management sector is evolving, and the US-headquartered firm, with operations in regions...

Compliance
24 June 2024

Caribbean Jurisdiction Tightens Golden Visa Due Diligence

Such measures are signs of how certain jurisdictions operating these programmes have been under...

Surveys
21 June 2024

UK Investors Set To Alter Portfolios After Election Called – St James's Place

UK wealth manager St James's Place released a new survey this week, looking at how UK investors...

Investment Strategies
21 June 2024

UK Wealth House Stays Mildly Bullish On Equities

Daniele Antonucci, chief investment officer at Quintet Private Bank, parent of Brown...

Comment & Analysis results for Archive

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...

ESG
11 April 2022

Overcoming UK Pension Investment Inertia Over ESG

We talk to a new UK business that says it helps holders of pension funds to shift into more...

Alt Investments
11 April 2022

How To Interface Digital Assets With The Family Office

Family offices will need to update their thinking – and their technological capabilities – just...

Offshore
7 April 2022

Jersey Trumpets Global Financial Value Chain Impact

The Channel Islands jurisdiction has described its contribution to global "value chains," making a...

Strategy
4 April 2022

Financial Services – What Will Digital Marketing Look Like This Year?

In 2022, financial service companies are being pushed to significantly bolster their digital...

Awards
1 April 2022

Editorial Comment: Why Wealth Managers Should Be Proud

The wealth management sector is sometimes – understandably perhaps – shy of putting its case...

Technology
29 March 2022

An Overview From EY On Tech Traps Facing The Sector

EY has once again partnered with this publication on our must-read annual report "Technology Traps...

Investment Strategies
24 March 2022

The March Of The Robots – The Investment View

Use of robots is set to continue, even accelerate, but they will create new industries and roles,...

Compliance
23 March 2022

What Price Privacy? UK Drive For Foreign Owners' Transparency

The author of this article argues that regardless of how the geopolitical landscape changes in the...

Company Profiles
22 March 2022

EXCLUSIVE INTERVIEW: Banker Becomes Soldier In Ukraine's Frontline

There are plenty of former soldiers, aircrew and naval personnel who have joined the ranks of...