News, Comment & Analysis results for Archive
Utmost Group Completes Lombard International Integration
After securing approval to acquire the business last year, Utmost Group aims to leverage the firm's...
Compliance Corner: Regulatory Change Management Costs Seen Rising
The latest compliance news: regulatory developments, punishments, guidance, permissions and...
TV Celebrities Discuss Business Successes, Failures – Guernsey Private Wealth Forum
TV celebrities Jamie Laing, founder of Candy Kittens and Jampot Productions, and Deborah Meaden,...
Who’s Moving Where In Wealth Management? – Charles Russell Speechlys, Quilter, Others
The latest moves and appointments for wealth management roles in the UK, other parts of Europe, the...
Union Bancaire Privée Officially Opens Riyadh Office
A number of Western firms have set up in the UAE and related Gulf region in recent years. ...
Top-Level Changes Coming At EFG International's Luxembourg Subsidiary
Among the changes, the banking group said it has nominated a new chair for its Luxembourg business...
Opinion Of The Week: UK Investors Don't Seem That Bothered By Inflation
Maybe UK investors have become used to low single-digit inflation which can still erode wealth –...
Evelyn Partners Posts Record AuM; Hires New AI Officer
UK wealth manager reported a record £67 billion ($88 billion) in assets under management, with...
What’s New In Investments, Funds? – Société Générale, Lombard Odier IM, Others
The latest news in investment offerings, financial products and other services relevant to wealth...
Digital Digest: The Latest Tech News – UBS Completes Tokenized Fund Transaction
The latest technology news in the wealth management sector from around the world. ...
Comment & Analysis results for Archive
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...
"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...
A Walk Around The World's Regulatory Landscape
This news service speaks to BNY Mellon Pershing, a business with considerable interplay with...
Behavioural Finance’s Next Step To Going Mainstream
The investment approach shaped by ideas about behaviour and how humans actually conduct themselves...
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...
EXCLUSIVE: Europe And North America – Single Family Offices Compared
The extended coverage of single family offices by Highworth Research's database – working with...
New Report On How Bahamas Pushes Forward As IFC
This is a mini-series on The Bahamas Financial Services Industry. ...
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...
How To Interface Digital Assets With The Family Office
Family offices will need to update their thinking – and their technological capabilities – just...
Overcoming UK Pension Investment Inertia Over ESG
We talk to a new UK business that says it helps holders of pension funds to shift into more...