News, Comment & Analysis results for Archive
EXCLUSIVE: Mashreq Puts Clients, Specialists In Charge Of Digital Journey
Instead of technologists shaping what systems advisors and clients use, the digital tools at Middle...
Who’s Moving Where In Wealth Management? – Apex, Charles Russell Speechlys, PIMFA
The latest moves and appointments for wealth management roles in the UK, and other parts of Europe,...
Edmond de Rothschild Marks 40th Anniversary In Monaco With New Office
The private bank said the client experience in the new office reflects the standards of a luxury...
Bank of Singapore Adds To Dubai Team
The private bank has added figures from Indosuez and Citibank as part of its Dubai build-out. ...
UK’s Penningtons Manches Cooper Launches Singapore Private Wealth Practice
The firm has made its first major foray outside the UK with an office in the Asian city. ...
What’s New In Investments, Funds? – Columbia Threadneedle Investments, Aubrey Capital Management
The latest news in investment offerings, financial products and other services relevant to wealth...
Barclays Private Bank Makes Return With Singapore Booking Centre
Barclays is returning to a booking centre model in Singapore - a shift that takes the...
Brooks Macdonald FUMA Up In 2026
UK wealth manager Brooks Macdonald has announced positive financial results for the 12 months to 30...
GRT Capital Management Targets Middle East Growth
In line with a number of firms that have been increasing their presence in Dubai and neighbouring...
Deals Of The Day: The Latest In Wealth Management M&A – Lync Wealth Management
The latest mergers, acquisitions and other corporate actions in the wealth management sector. ...
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...