News results for Archive

Investment Strategies
16 December 2021

Hot Inflation Numbers Give Central Banks A Headache - Wealth Managers' Reactions

UK inflation figures came out a day before the Bank of England's rate-setting policymakers sit down...

M and A
16 December 2021

UK's Jupiter Hires Advisor To Ward Off Predators

The hire of an advisory firm by the giant investor comes amidst rumours of a possible takeover bid,...

M and A
16 December 2021

LGT Agrees To Buy Old UBS Australian Wealth Business

The business being acquired - Crestone Wealth Management - was created in 2016 via an MBO of the...

Wealth Strategies
16 December 2021

What Investments Makes Sense If "Stagflation" Hits - Schroders

The wealth and investment management house crunches the data to work out the kind of assets that...

Wealth Strategies
15 December 2021

Go For Quality After 2021's Equity Recovery - Citigroup

Cyclical sectors bounced when vaccination rollouts began and economies revived in parts of the...

Compliance
15 December 2021

FCA Acts To Tackle Application Bottlenecks

The UK's financial services watchdog has defended using external legal and recruitment resources to...

Company Profiles
15 December 2021

A Large US Market Exposure Pays Off For Bordier & Cie (UK)

We talk to the UK firm about its investment positioning in recent times, what it says drives...

M and A
15 December 2021

Canaccord Buys UK-Based Punter Southall Wealth

The Canadian group's deal involves paying £164 million in cash and offering an equity interest....

Compliance
15 December 2021

LexisNexis Risk Solutions Warns Wealth Managers Over KYC, AML

The research comes amidst continued concerns over money-laundering risks, as highlighted this week...

People Moves
15 December 2021

Who's Moving Where In Wealth Management? - Schroders, Quilter, Others

The latest moves and appointments in the UK, rest of Europe and select international locations. ...

Comment & Analysis results for Archive

Investment Strategies
1 May 2020

Behavioural Finance Tested By Extraordinary Times

The discipline of behavioural finance has evolved over recent years, and the massive economic...

Client Affairs
1 May 2020

COVID-19 And ESG Data: Spotting Cracks Before The Quake

How far can country ESG data help identify potential fissures and predict a country's capacity to...

Banking Crisis
23 April 2020

WEALTH TALK: Focus On Family Offices, Distressed Assets, Regional Strategy

This publication's editor and CEO get together to discuss some of the hot topics in wealth...

Family Office
22 April 2020

EXCLUSIVE: Gulf Family Offices And European Distressed Assets - An Analysis

What are family offices from the Middle East doing in terms of investing in European assets, such...

Banking Crisis
17 April 2020

AGMs in the Time of Coronavirus - Practical Points

As the global pandemic turns corporate life upside down, how should shareholders and corporate...

Strategy
16 April 2020

How COVID-19 Will Change Wealth Management

Unsurprisingly, the pandemic is going to change the wealth management sector in various ways along...

Investment Strategies
15 April 2020

How Are "Green Bonds" Coping With COVID-19 Turmoil?

An investment firm takes a look at how the market for green bonds is faring in the current...

Uncategorised
15 April 2020

Transactions And Data: Coming Of Age, Under Fire In Pandemic – Comment

When all eyes are on technology keeping the lights on as the workforce fully disperses, a chief...

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...