News, Comment & Analysis results for Archive
Columbia Threadneedle Investments Names New UK Wealth Solutions Head
As the UK wealth market undergoes significant consolidation, Columbia Threadneedle Investments has...
Nominations Open For Seventh WealthBriefing Swiss EAM Awards 2027
This publication is delighted to announce that its awards programme for Swiss external managers is...
Amidst Challenging Geopolitics, Malta Presses Case As Robust Jurisdiction
This news service recently met with the head of Malta's principal financial regulator to talk about...
Who’s Moving Where In Wealth Management? – Canaccord Wealth Names CIO; Greenberg Traurig
The latest moves and appointments for wealth management roles in the UK, other parts of Europe, the...
Family Offices Warm To Crypto Assets, But Hurdles Frustrate Them – Survey
Although, in many ways, bitcoin has become more mainstream – in terms of the involvement of banks...
Wealth Managers Make Emerging Market Case, Shrug Off Conflict
Investment managers – St James's Place, Aberdeen Investments, Franklin Templeton Institute and...
What’s New In Investments, Funds? – L&G, Vanguard
The latest news in investment offerings, financial products and other services relevant to wealth...
The Sustainability Phenomenon: Amundi, WBCSD-OP2B, EIT Food
The latest developments in the sustainability space. ...
Never Mind Wobbles: AI-Related South Korean Stocks Aren't Losing Allure – Wealth Managers
The two major South Korean tech stocks – and significant parts of the country's equity market –...
Wealth For Good Awards 2026 - Exploring Winning Strategies In "Acclaim"
Congratulations again to all the worthy winners of these awards. ...
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...