News, Comment & Analysis results for Archive

15 May 2024

Compliance Corner: Etops, Polixis

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

New Products
15 May 2024

J Safra Sarasin Targets Private Markets

Swiss private bank J Safra Sarasin launches a new advisory arm aimed at private markets. ...

Investment Strategies
15 May 2024

Franklin Templeton Positive On India

Amidst the Indian elections, the lead portfolio manager of Templeton Emerging Markets Investment...

People Moves
15 May 2024

Who's Moving Where In Wealth Management? – Gen II Fund Services, ARK Invest Europe

The latest senior wealth management moves in the UK, rest of Europe, the Middle East, and select...

People Moves
15 May 2024

Swiss Boutique Private Bank Gets DIFC Authorisation For Local Entity

Among other developments, the Dubai entity has brought in a senior executive officer and equity...

15 May 2024

Broadridge, Salesforce Tap Advisors' Automation Needs

Broadridge told this publication that it aims to capitalise on advisors' need to save time on...

15 May 2024

Nominations Open For Second Annual Miami FWR Awards

Those interested in entering these awards can now submit their nominations. ...

Family Office
14 May 2024

Family Office Study Confounds Cost Inflation Anxieties

Following a major report last week examining trends in the North American family offices sector, we...

People Moves
14 May 2024

Fenergo Names New EMEA Managing Director

Drawing on her experience of engaging with clients and leading sales teams of over 700...

People Moves
14 May 2024

Who’s Moving Where In Wealth Management? – Liontrust, Lazard AM, Russell-Cooke

The latest senior moves in the UK, Europe, Middle East and select international jurisdictions. ...

Comment & Analysis results for Archive

Alt Investments
21 February 2022

"Dry Powder" And "Democratisation" – Trends In Private Market Investing

This publication talks to Broadridge, the financial technology firm, about trends in the private...

21 February 2022

The "ZXC" UK Court Decision Vs Bloomberg – What It Means For HNW Individuals

The UK Supreme Court has addressed a case regarding Bloomberg News publishing a highly confidential...

Investment Strategies
2 February 2022

How Barclays Private Bank Is Positioning Its Portfolios

We talk to the UK-based private bank to ask about its asset allocation stance, its expectations for...

31 January 2022

Rebuilding Trust, Respect For Financial Services

Advisors have had to completely change how they engage with clients over the past two years because...

Investment Strategies
19 January 2022

Investors Should Lean In To India's Opportunities – Matthews Asia

India can provide investors with a high-growth allocation in their portfolios particularly at a...

18 January 2022

Book Review: How People Become Famous, By Rainer Zitelmann

Assuming a person wants to become famous (leaving aside the downsides of this), what steps should...

14 January 2022

Wealth Industry's Force For Environmental Good Accelerates

We talk to an investment firm at the cutting edge of putting money to work in businesses that cut...

13 January 2022

Cazenove Capital Eyes Strong Donor Advised Fund Demand

Donor-advised funds are a turn-key solution for rapidly building a philanthropic toolkit and...

6 January 2022

Tying Up A Deceased's Online Presence, What's At Stake

As online criminals become more sophisticated, it is critical that executors know how to wrap up a...

24 December 2021

Editorial Comment: Reflections On Another Turbulent Year, Looking Ahead

Some late-December musings about what the year has meant for the industry and thoughts about what...