News, Comment & Analysis results for Archive
New Liechtenstein-Based Bank Starts Up
The European principality is home to a new bank with a focus on digital assets – added to more...
Middle East Conflict: Wealth Managers Upbeat On Gold, Diversification
After the two-week ceasefire between the US and Iran caused oil prices to slide, wealth managers...
Who’s Moving Where In Wealth Management Sector? – Evelyn Partners
The latest moves and appointments for wealth management roles in the UK, other parts of Europe, the...
Hong Kong Grants Stablecoin Issuer Licences
Hong Kong is seeking to promote its credentials as a stand-out centre for digital assets. As part...
Who’s Moving Where In Wealth Management? – Premier Miton Investors
The latest moves and appointments for wealth management roles in the UK, other parts of Europe, the...
Switzerland Tops Jurisdiction List For Risk Readiness
Geopolitics and moves by some governments to squeeze HNW individuals over tax, trade disputes and...
UBS Creates New Private Client, HNW Segment In UK
The Swiss bank has formed a new business area and expanded the role of one of its senior figures....
March Turmoil Hurts Hedge Fund Returns – HFR
As hedge fund managers might have said, "beware the Ides of March." The month – often associated...
Mercer Unveils Investment Leadership Changes
The firm's appointments affect roles in the US, Europe and Asia. ...
Bank Aston Names New Chief Risk & Compliance Officer
The new C-Suite hire, who has a solid career in banking and academic credentials, will add more...
Comment & Analysis results for Archive
Focus On Long-Term Investment Opportunities – Baillie Gifford
Faced with soaring inflation, rising interest rates and geopolitical conflicts, investment managers...
EXCLUSIVE: LNG – A Growth Driver For Three Groups Of Single Family Offices
Demand for liquified natural gas, aka LNG, is high amidst a global energy crisis, magnified by...
A Wide Set Of Wealth, Business Tools In Jersey: In Conversation With Stonehage Fleming
What sort of structures and entities do clients coming to Jersey want to use? What sort of...
10 Years On From HSBC's AML Saga – What Has Changed?
The author of this article claims that there has been little improvement in AML controls in much of...
International Surrogacy Developments: Financial Impact On Families
The author argues that as more people resume foreign travel, with many doing so to consider...
Using Tech To Achieve Wealth Management Edge – In Conversation With InvestCloud
Finding new clients, attracting and keeping them requires a range of qualities, and intelligent use...
The Pandora Papers One Year On: Lessons Learned And To Learn
Today, the idea appears to grow that holding wealth is something deserving of opprobrium. The more...
New Research: An Update On Family Office Efficiency In Accounting, Investment Analysis
This news service is joining forces again with FundCount to examine how technology is making family...
As Swiss EAM New Regulation Deadline Looms, Banks, Others Eye Big Changes
At the start of 2023, external asset managers in Switzerland will live in a new regulatory...
Shining A Light On Risk, Returns With Performance Watcher
We talk to Performance Watcher by IBO, a Swiss organisation that uses an open-source model to...