News, Comment & Analysis results for Archive

People Moves
11 April 2025

Who's Moving Where In Wealth Management? – UBP, C Hoare & Co

The latest moves, appointments and personnel changes among wealth management and related...

Surveys
11 April 2025

Demand For Alternative Investments Climbing – Northern Trust

Chicago-headquartered wealth manager Northern Trust has just released its “Asset Owners in Focus:...

People Moves
11 April 2025

Compliance Corner: UK Government Reappoints FCA Chief

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

New Office
11 April 2025

Avaloq Targets Middle East

The firm’s announcement comes at a time when a number of firms have been establishing themselves...

Investment Strategies
10 April 2025

The New Investment Landscape After US Tariff Hikes – UBS, Pictet, St James's Place

After US President Donald Trump hiked tariffs on US imports, sending shock waves across stock...

Art
10 April 2025

UK Artworks Offer Investors Bright Spot Amidst Tariff Turmoil

After US President Donald Trump imposed sweeping tariffs on exports to the US, causing stock...

People Moves
10 April 2025

Who’s Moving Where In Wealth Management? – Rothschild & Co, Quilter Cheviot, MASECO

The latest moves, appointments and personnel changes among wealth management and related...

Strategy
10 April 2025

Withers, Bentleys Form Business Partnership

The agreement, which is non-exclusive, will offer clients legal and accounting advice on personal,...

Fund Management
10 April 2025

Canoe Intelligence, Ocorian Form Pact

The agreement between the firms enables Ocorian clients to plug into Canoe's AI and machine...

Technology
10 April 2025

Digital Digest: The Latest Tech News – CUBE

The latest technology news in the wealth management sector from around the world. ...

Comment & Analysis results for Archive

Strategy
20 May 2022

EDITORIAL COMMENT: A High Net Worth Status Ain't What It Used To Be

Inflation is eroding the value of money at a rapid clip, and that means the old minimum sums...

Islamic Banking
13 May 2022

Going Green Can Carry Costs, Warns Advisor On Islamic, Other Finance

Those who are attracted to "Green" investing may also be interested in Shariah finance. A firm...

Real Estate
11 May 2022

New UK Heat Regulations And Property – What Family Offices Should Know

A new set of rules in the UK, taking force from the start of September, is designed to improve...

Client Affairs
10 May 2022

"No Fault Divorce" – Only A Tick Box Away From Separation

A change in law affecting England and Wales came into force from early April, changing the...

Compliance
9 May 2022

A Walk Around The World's Regulatory Landscape

This news service speaks to BNY Mellon Pershing, a business with considerable interplay with...

Wealth Strategies
4 May 2022

Behavioural Finance’s Next Step To Going Mainstream

The investment approach shaped by ideas about behaviour and how humans actually conduct themselves...

Practice Strategies
3 May 2022

The Perfect "Sandbox" – How Avaloq Innovates In The Cloud

We talk to Avaloq and one of the men driving R&D and innovation at the firm. He argues that the...

Family Office
3 May 2022

EXCLUSIVE: Europe And North America – Single Family Offices Compared

The extended coverage of single family offices by Highworth Research's database – working with...

WM Market Reports
28 April 2022

New Report On How Bahamas Pushes Forward As IFC

This is a mini-series on The Bahamas Financial Services Industry. ...

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...