News, Comment & Analysis results for Archive

People Moves
5 October 2026

RBC WM Names New Chief Commercial Officer To Drive Europe Strategy

RBC Wealth Management has made a series of appointments, including chief commercial officer, as...

Asset Management
5 October 2026

What's New In Investments, Funds? – Capital Group

The latest news in investment offerings, financial products and other services relevant to wealth...

Technology
5 October 2026

ANALYSIS: Sports Finance Benefits From AI "Moat" – A Look At The Sector

We look at a possibly under-appreciated aspect of sports finance and why wealth management is...

Technology
5 October 2026

Cyber Budgets To Rise As AI Threats Grow – PwC Survey

The firm's Survey of 71 countries found that 84 per cent of respondents expect cyber spending to...

Strategy
2 October 2026

Hawksford Folds Luxembourg Businesses Into Single Group

The global corporate and fund services provider has combined United Luxembourg, Equiom Luxembourg...

UHNW Institute
2 October 2026

The UHNW Institute's "Table Stakes" Framework Explained

This news service met with the UHNW Institute recently to discuss how an important new framework...

Strategy
2 October 2026

BNP Paribas Expands With Nordic Region Wealth Business

The Paris-headquartered bank cited data showing that a growing number of ultra-HNW individuals are...

M and A
2 October 2026

Nuveen Completes Schroders Purchase

Over the next 12 to 18 months, Schroders will continue to operate separately within Nuveen, the...

People Moves
2 October 2026

Who’s Moving Where In Wealth Management? – RBC BlueBay AM, Lincoln International

The latest moves and appointments for wealth management roles in the UK, and other parts of Europe,...

Investment Strategies
2 October 2026

EXCLUSIVE: Carmignac Positive On Tech-Driven Emerging Markets

This news service visited wealth managers in Paris last week to discuss their wealth and asset...

Comment & Analysis results for Archive

Technology
28 November 2022

The FTX Collapse: When Mistruths Over Rules, Risk And Impact Spread

ESG investors and boosters should learn from the FTX collapse, for instance what happens if certain...

Company Profiles
25 November 2022

Standard Chartered's Advisory Strengths Tapped In Testing Times

This news service continues to profile organisations making an impact in the Channel Islands of...

Fund Management
24 November 2022

Niche Carmignac Fund Aims To Win Big In Family-Owned Companies Space

We talk to a manager of a fund that concentrates on family-owned businesses, and these can range...

Wealth Strategies
22 November 2022

Does Liability-Driven Investment Have Any Place In Wealth Managers' Toolkits?

The area of liability-driven investment is a specialist approach to managing money for final-salary...

Investment Strategies
9 November 2022

Cash-Rich Firms Can Tap M&A Opportunities As Rates Rise

Companies with plenty of cash stand to benefit from the M&A opportunities that can be thrown up in...

Fund Management
8 November 2022

Focus On Long-Term Investment Opportunities – Baillie Gifford

Faced with soaring inflation, rising interest rates and geopolitical conflicts, investment managers...

Family Office
7 November 2022

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...

Offshore
4 November 2022

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...

Compliance
2 November 2022

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...

Legal
1 November 2022

International Surrogacy Developments: Financial Impact On Families

The author argues that as more people resume foreign travel, with many doing so to consider...