News results for Archive

Tax
2 November 2021

A Nudge In The Wrong Direction From The UK's Tax Collector?

The authors look at how HM Revenue & Customs sifts through information to chase people who it...

People Moves
1 November 2021

Barclays CEO Departs Over Epstein Link Description

The way that the former CEO described his relationship to the jailed sex offender, and how Barclays...

New Office
1 November 2021

Rockefeller Sets Out European Growth Ambitions

The international arm of Rockefeller's asset management business intends to expand into Europe,...

Technology
1 November 2021

InvestCloud Unveils New Digital Platform

The US-based firm said the offering is its most significant product innovation so far. ...

Technology
1 November 2021

Digital Digest: The Latest Tech News - Weatherbys, AML Group

The latest developments in technology services, products and trends around the world. ...

Reports
1 November 2021

Third Quarter Underlying Profit Jumps At Lloyds Banking Group

As part of a broader pattern, a move from high impairments amid the pandemic has improved the look...

Reports
1 November 2021

Wealth Results Shine At BNP Paribas

The Paris-based group reported a gain in assets under management and an improvement in revenues for...

Reports
1 November 2021

Operating Profits Rise At Coutts In Q3

The private banking arm of NatWest Group reported a broadly stronger set of financial figures for...

Offshore
29 October 2021

Wealth Industry Must Be Bolder, Better At Advocating Privacy Rights

After another big leak of data, the wealth management industry must become less reactive and more...

Tax
29 October 2021

Data Protection Clash With US FATCA - A London Lawsuit

Mishcon de Reya, the law firm, has for some time argued that modern data protection rules raise...

Comment & Analysis results for Archive

Technology
13 April 2020

Tech Traps: Why Workflows And Dataflows Have To Be Your Watchwords

Yuryi Ferber, founder, chairman & CEO at BRITech, explains in this exclusive interview the many...

Technology
10 April 2020

Tech Traps: Future-Proofing Family Office Technology – First Define The Need

Future-proofing has to be front of mind as family offices upgrade their technology, but this rests...

Technology
6 April 2020

Tech Traps: Data Capture In Alternatives – Why Automation Attempts Go Awry

A prevalence of PDF documentation creates significant data extraction challenges for...

Offshore
2 April 2020

The World's In Flux: So Let's Talk About Luxembourg

This publication regularly examines the moving parts of IFCs and how such jurisdictions are...

Client Affairs
2 April 2020

The Lockdown: How Wealth Managers Are Coping

For a sense of the immediate impact of the health crisis on wealth managers as they meet client and...

Family Office
31 March 2020

Some Single Family Offices Benefit From Turmoil - Data

The volatility caused by the pandemic has hurt a swathe of sectors and benefitted others, such as...

WM Market Reports
31 March 2020

Tech Traps: The Dangers of Allowing Compliance To Become A “Black Box”

Ralf Huber is Co-Founder of Apiax, a regtech focused on transmuting complex regulations into...

WM Market Reports
30 March 2020

Tech Traps: Remember It’s Know Your Client, Not Know Your Criminal

Dermot Corrigan is CEO of smartKYC, a firm taking a truly multi-faceted approach to client...

Alt Investments
30 March 2020

Fee Compression And Why Alternative Investments Matter

With some parts of wealth management there's a "race to the bottom" on fees while firms are also...

Technology
25 March 2020

Tech Traps: Outsourced Technology – An Opportunity Too Often Overlooked

Tom Wooders is Head of Sales, Clearing and Wealth Solutions at GPP, which provides wealth platform,...