News, Comment & Analysis results for Archive

Technology
12 June 2026

Rockefeller Raises AI Game With New Partnership

The agreement with Anthropic is an example of how AI use cases are a relentless theme for wealth...

M and A
12 June 2026

Deals Of The Day: The Latest In Wealth Management M&A – Titan Wealth, Progeny

The latest mergers, acquisitions and other corporate actions in the wealth management sector. ...

People Moves
12 June 2026

Who’s Moving Where In Wealth Management? – Quilter, Heligan Group, Pillsbury

The latest moves and appointments for wealth management roles in the UK, other parts of Europe, the...

Compliance
12 June 2026

ECB Curbed Fast-Growing Revolut's Product Launches In 2025

European bank regulators have restricted Revolut's new product launches for the EEA region. This...

Awards
12 June 2026

Celebrating Leadership, Purpose And Innovation Across Global Wealth Management Sector

Congratulations to all our worthy winners in this important awards series. ...

Legal
11 June 2026

The New Civil Law In The UAE: An Outline

The UAE has recently adopted a new civil transactions law which has introduced some significant...

People Moves
11 June 2026

Bank Of Singapore Names New Private Banking Head For Middle East, South Asia And International

A new head has been appointed for the private bank's operations in the Middle East, South Asia and...

People Moves
11 June 2026

Who’s Moving Where In Wealth Management? – Coutts, Carmignac, Cazenove Capital

The latest moves and appointments for wealth management roles in the UK, other parts of Europe, the...

People Moves
11 June 2026

SEI Makes Raft Of Top-Level Appointments

The group, which serves sectors including family offices, private banks and wealth advisors, has...

New Products
11 June 2026

HSBC Private Bank Rolls Out "Access" Proposition For UHNW, Family Office Clients

The bank said the initial launch for the offering is in Hong Kong, with other markets to come in...

Comment & Analysis results for Archive

Technology
28 November 2022

The FTX Collapse: When Mistruths Over Rules, Risk And Impact Spread

ESG investors and boosters should learn from the FTX collapse, for instance what happens if certain...

Company Profiles
25 November 2022

Standard Chartered's Advisory Strengths Tapped In Testing Times

This news service continues to profile organisations making an impact in the Channel Islands of...

Fund Management
24 November 2022

Niche Carmignac Fund Aims To Win Big In Family-Owned Companies Space

We talk to a manager of a fund that concentrates on family-owned businesses, and these can range...

Wealth Strategies
22 November 2022

Does Liability-Driven Investment Have Any Place In Wealth Managers' Toolkits?

The area of liability-driven investment is a specialist approach to managing money for final-salary...

Investment Strategies
9 November 2022

Cash-Rich Firms Can Tap M&A Opportunities As Rates Rise

Companies with plenty of cash stand to benefit from the M&A opportunities that can be thrown up in...

Fund Management
8 November 2022

Focus On Long-Term Investment Opportunities – Baillie Gifford

Faced with soaring inflation, rising interest rates and geopolitical conflicts, investment managers...

Family Office
7 November 2022

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...

Offshore
4 November 2022

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...

Compliance
2 November 2022

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...

Legal
1 November 2022

International Surrogacy Developments: Financial Impact On Families

The author argues that as more people resume foreign travel, with many doing so to consider...