News, Comment & Analysis results for Archive

New Products
18 June 2024

JTC Introduces Enhanced Outsourced Financial And Regulatory Reporting Services

The new service will encompass a broad spectrum of outsourced financial reporting services,...

M and A
18 June 2024

Deals Of The Day: The Latest In Wealth Management M&A – Premier Miton, Tellworth Investments

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

Compliance
18 June 2024

UK Sustainability Regime Needs 12-Month Extension – PIMFA

At stake is the desire by the regulator to end “greenwashing” – a practice that unless dealt...

Compliance
18 June 2024

Compliance Corner: smartKYC Obtains Information Security Seal Of Approval

The latest compliance news: regulatory developments, punishments, guidance, permissions, new...

Investment Strategies
18 June 2024

Van Lanschot Kempen Upgrades EU Equity Allocation, At Expense Of US IG Credit

Joost van Leenders, senior investment strategist at Dutch wealth manager Van Lanschot Kempen,...

Statistics
18 June 2024

US Reportedly Took More Cross-Border Capital After Pandemic – IMF

While guesses about the duration of the dollar's status as a global reserve currency are staples of...

Financial Results
18 June 2024

UBS Offers To Refund Clients Greensill-Related Losses

UBS is making the offer as it continues to unwind problems it inherited when it bought its stricken...

Investment Strategies
17 June 2024

HSBC, Invesco Optimistic About Asian Investment Opportunities

HSBC and Invesco's investment managers discuss the macroeconomic outlook in the second half of...

Compliance
17 June 2024

Compliance Corner: FINMA Fires Risk Warnings At Fund Industry

The latest compliance news: regulatory developments, punishments, guidance, permissions, new...

People Moves
17 June 2024

BIL Suisse Adds To Zurich Teams

The bank operates in a number of Swiss locations. ...

Comment & Analysis results for Archive

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...

Strategy
18 March 2022

Recruiting, Retaining Female Wealth Managers – What’s Being Done?

As more women are becoming high net worth individuals, the business case for recruiting and keeping...