News results for Archive

Compliance
20 December 2021

Compliance Corner: HSBC, Financial Conduct Authority

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

People Moves
20 December 2021

Who's Moving Where In Wealth Management? – Oak Group, IQ-EQ, Fairway, Others

The latest moves and appointments in the UK, rest of Europe and select international locations. ...

People Moves
17 December 2021

Apex Group Appoints Head Of Family Office

Apex Group's new head of family office brings 20 years of client experience in the UK and overseas,...

Investment Strategies
17 December 2021

Looking Through The Fog: Wealth Managers' 2022 Outlooks

As the year draws to a close, we look at what a range of wealth managers have to say about what...

Investment Strategies
17 December 2021

European VC Raises $112 Million Southern Europe Fund

The European venture capitalist's new fund focuses on southern Europe, signalling growing...

M and A
17 December 2021

Vontobel Bolsters US Business Reach, Buys UBS Subsidiary

The Zurich-listed firm has been building an onshore presence in the US for some time. In this deal,...

M and A
17 December 2021

Deals Of The Day: The Latest In Wealth Management M&A - JTC, Essential Fund Services

The latest transactions in the wealth management industry around the world. ...

Compliance
17 December 2021

UK’s Financial Regulator Fines GAM, Former Fund Manager

The saga highlighted how rapidly a listed fund management business can be hit by the woes of a...

Alt Investments
17 December 2021

It's Been A Good Year For Hedge Funds. So What's Next?

A UK-based advisory firm for hedge funds takes a look back at the strategies that have shone...

Investment Strategies
16 December 2021

A US Fund's Manager Trumpets "Repeatable" Formula For Success

This news service interviews a manager of a US equities fund now available for the UK market. The...

Comment & Analysis results for Archive

Compliance
3 June 2020

Hackers Threaten Global Account-Sharing Pacts, Law Firm Warns

A risk from the pandemic is that other news stories get obscured. And one such example is how...

Legal
22 May 2020

Estate Planning: Why Are Digital Assets So Tricky To Deal With?

A timely question - with or without a global pandemic - is what becomes of your digital assets?...

Wealth Strategies
20 May 2020

Making History Inform Smart Financial Decisions

A world that is hungry for data and quick results often grants greater value to a popular...

Family Office
18 May 2020

EXCLUSIVE: Single Family Offices' Real Estate Investments: The Shadow Of COVID-19

In exclusive data provided by Highworth Research, this news service examines real estate investment...

Emerging Markets
15 May 2020

Bordier & Cie Smiles On Vietnam Potential

The Swiss firm has partnered with a Vietnam-based bank as part of a strategy to build business in...

Alt Investments
12 May 2020

Hunting Private Equity Opportunities In Stressed Times

This news service looks at private equity and related private markets investors, such as those...

Fund Management
6 May 2020

WEALTH TALK: Focus On 20 Years Of Europe's ETF Industry

This Wealth Talk interview broaches the 20th anniversary of the European-based ETF market, which...

Technology
6 May 2020

What’s Up With Firms Still Shunning Instant Messaging?

Instant messaging is now a part of our business lives, including the wealth management market. What...

Fund Management
4 May 2020

EDITORIAL ANALYSIS: Will Funds Woo HNW Clients In Tough Times?

The drop in markets this year and prospects for sluggish growth even after lockdowns end will...

Tax
4 May 2020

Super-Rich Increasingly Under Attack Amid Coronavirus Crisis

What should ultra-high net worth individuals think and how should they act if coronavirus-driven...