News, Comment & Analysis results for Archive
What's New In Investments, Funds? – BlackRock, Nuveen, Bitwise
The latest news in investment offerings, financial products and other services relative to wealth...
Family Firms To Outpace Non-Family Peers by 2030
Growth momentum for family offices is in evidence even though the economic outlook is uncertain. ...
Costs Big Barrier To Creating Family Offices – Julius Baer/PwC Study
The sheer expense of building a family office is a headache for a number of UHNW families;...
AI Big Investment Priority For CEOs – KPMG
The survey found that sixty-nine per cent of CEOs plan to allocate 10 to 20 per cent of their...
Private Equity Firm Agrees To Buy Stake In Canada's Wellington-Altus
The Canadian firm, founded in 2017, has said it is seeking to change the face of the country's...
Goldman Sachs Establishes Saudi Arabia Private Wealth Team
The US bank, which is ebullient about the economic prospects for the country, said it has a "highly...
BNP Paribas Shares Remain Under Pressure After US Court Ruling; Bank Vows Appeal
Late last week, a court in New York delivered a verdict finding the French bank liable for its role...
Nucleus Names New Deputy CEO
The new deputy CEO is an "exceptional leader" with real commercial and strategic expertise that...
Who’s Moving Where In Wealth Management? – Suntera Global, Arbuthnot Latham, CISI
The latest moves and appointments for wealth management roles in the UK, other parts of Europe, the...
Africa-Focused Enko Capital Raises $100 Million In Fund's First Close
The business drew investments from groups including family offices and British International...
Comment & Analysis results for Archive
Jersey Trumpets Global Financial Value Chain Impact
The Channel Islands jurisdiction has described its contribution to global "value chains," making a...
Financial Services – What Will Digital Marketing Look Like This Year?
In 2022, financial service companies are being pushed to significantly bolster their digital...
Editorial Comment: Why Wealth Managers Should Be Proud
The wealth management sector is sometimes – understandably perhaps – shy of putting its case...
An Overview From EY On Tech Traps Facing The Sector
EY has once again partnered with this publication on our must-read annual report "Technology Traps...
The March Of The Robots – The Investment View
Use of robots is set to continue, even accelerate, but they will create new industries and roles,...
What Price Privacy? UK Drive For Foreign Owners' Transparency
The author of this article argues that regardless of how the geopolitical landscape changes in the...
EXCLUSIVE INTERVIEW: Banker Becomes Soldier In Ukraine's Frontline
There are plenty of former soldiers, aircrew and naval personnel who have joined the ranks of...
Recruiting, Retaining Female Wealth Managers – What’s Being Done?
As more women are becoming high net worth individuals, the business case for recruiting and keeping...
Summary Of Banks' Exposures To Russia, Local Presences
Here is what we know at the moment about banks' exposures to Russia in terms of loans and other...
Crypto Assets, Distributed Finance And Wealth Managers' Menus
Family offices, private banks and wealth managers are considering using the infrastructure of...