News, Comment & Analysis results for Archive

Awards
22 November 2024

EXCLUSIVE: Winners Of WealthBriefing MENA Awards For Excellence 2024

Congratulations again to all those involved in helping to make this year's awards programme in...

ESG
22 November 2024

The ESG Phenomenon: Fidelity International

The latest developments in areas such as ESG investing and impact investment. ...

People Moves
21 November 2024

Who’s Moving Where In Wealth Management? – Hundle, Universal Investment Group

The latest moves, appointments and personnel changes among wealth management and related...

Investment Strategies
21 November 2024

Pictet AM Favours US, UK Equities In 2025

Luca Paolini, chief strategist at Geneva-headquartered Pictet Asset Management, and Arun...

Technology
21 November 2024

Digital Digest: The Latest Tech News – Close Brothers AM

The latest technology news in the wealth management sector from around the world. ...

Financial Results
21 November 2024

Net Profits Up At EFG International, AuM Rises

The bank and wealth management house, which operates in parts of continental Europe including...

People Moves
21 November 2024

abrdn Makes Changes To Senior Leadership

The firm says the changes are about having the right people in the right roles, sharpening its...

M and A
21 November 2024

Danske Concludes Norwegian Personal Banking Transfer

The lender has been shaking up its business according to its "Forward '28" strategy. ...

Offshore
21 November 2024

Saffery Trust Cayman Burnishes Its Blockchain Credentials

The organisation is part of the Saffery Trust group of organisations, with a presence in the United...

Investment Strategies
20 November 2024

Amundi Favours Emerging Markets In 2025

European asset manager Amundi has just released its 2025 Investment Outlook, highlighting that...

Comment & Analysis results for Archive

Legal
19 November 2021

Spotting The Signs: Fraudulent Trustees Post-Pandemic

This guest piece examines what defines trustee mismanagement, such as making investments outside...

Legal
18 November 2021

Reviewing Lasting Powers Of Attorney Regime - Who Benefits?

This practitioner argues that granting LPAs is often flawed and inadequate, with a lengthy...

ESG
12 November 2021

Pricing Carbon: What Are The Options?

Putting a price on carbon emissions makes polluting energy sources expensive and provides an...

Family Office
11 November 2021

Borrowing Against Securities - What Family Offices Should Consider

What sort of issues should wealthy families consider in raising finance against assets such as...

Strategy
9 November 2021

Connecting With Younger HNW Clients - What Are Private Banks Doing?

We take a look at what a large European bank is doing to attract younger clients, as well as what...

Company Profiles
8 November 2021

A "Bank For Entrepreneurs" - Tying Wealth, Corporate Services Together At Deutsche

This publication recently caught up with Deutsche Bank's international private bank head at the...

Tax
8 November 2021

Women And Wealth: Minimising The Inheritance Tax Burden

This practitioner examines the knowledge gap between women and men where IHT is concerned; and what...

Alt Investments
28 October 2021

Shift To Perpetual Capital Widens Alternative Assets Access - Blackstone

The investment house, specialising for years in fields such as alternative assets, private equity,...

ESG
27 October 2021

Understanding Valuations Amid Rapid Energy Sector Change

Talk of "bubbles" and "greenwashing" has taken a bit of gloss off ESG investing for some, although...

Offshore
26 October 2021

Reflections On Pandemic's Impact On IFCs: View From The Cayman Islands

As part of a set of articles looking at how offshore centres have tried to cope with the pandemic...