News, Comment & Analysis results for Archive

Investment Strategies
3 June 2024

Hawksmoor Positive On Undervalued UK, Japanese Markets In 2024

Ben Conway, chief investment officer and head of fund management at Hawksmoor Investment...

New Products
3 June 2024

What’s New In Investments, Funds? – BlackRock, Preqin

The latest news in investment offerings, financial products and other services relative to wealth...

People Moves
3 June 2024

Who’s Moving Where In Wealth Management? – Farrer & Co, MKP Advisors

The latest moves and appointments in wealth management in the UK, the rest of Europe, the Middle...

People Moves
31 May 2024

Saxo Names New UK Chief Executive

The new CEO has already worked for the firm between 2016 and 2018 as a member of Saxo's APAC...

Financial Results
31 May 2024

RBC's Net Income Rises, Buoyed By Wealth Results

Royal Bank of Canada releases its financial results, noting that wealth management net income rose...

Client Affairs
31 May 2024

Bank Of Singapore Sets Up Investment Advisory Council

The council includes experts from think tanks and asset managers from around the world. ...

People Moves
31 May 2024

Arbuthnot Latham Brings In Ex-Coutts Figure As New Private Banking Director

The new director of private banking – previously at Coutts – has more than 34 years’...

Investment Strategies
31 May 2024

Investment Managers Favour Indian Equities In 2024 – HSBC, DWS

Investment managers at HSBC Global Private Banking and German asset manager DWS discuss the global...

Alt Investments
30 May 2024

UBS Unveils New Management As Credit Suisse Integration Nears Final Stage

The changes underscore the importance that UBS sees in the Americas and Asia-Pacific markets in...

Client Affairs
30 May 2024

Wealth Managers React To China’s Housing Stimulus Measures, IMF Upgrade

After the International Monetary Fund upgraded China’s growth forecasts in 2024 this week, wealth...

Comment & Analysis results for Archive

Tax
26 October 2021

Undisclosed Digital Assets? - Decision Time Is Now

Anyone who bought into the idea that cryptocurrencies - aka digital assets - such as bitcoin cannot...

Offshore
25 October 2021

How Jersey Came Through COVID-19 And What's Next

We talk to Jersey Finance on how the island has coped with the pandemic, the impact on its status...

Compliance
25 October 2021

Tax Transparency For Financial Institutions: A Cost Or An Opportunity?

The drive for more "transparency" in areas such as tax, information exchange and beneficial...

Family Office
19 October 2021

Book Review: The Family Office, By William Woodson and Edward Marshall

A new book exploring the details and challenges faced in creating and managing a family office was...

Family Office
19 October 2021

Single-Family Offices - What Do They Own?

The author of this piece, who has access to a comprehensive database of what SFOs invest in, points...

Asset Management
14 October 2021

Cultural Shifts Driving Alternative Lending Growth

More investors are tuning into direct lending and leasing strategies as a way of gaining steady...

Offshore
12 October 2021

Gulf Jurisdictions Flex VC Muscles, Attract Wealth Inflows

We talk to Apex Fund Services in the Gulf region about what trends it sees playing out in...

Art
7 October 2021

Art's Courtship With Non-Fungible Tokens: The Legal Territory

Art is subjective, designed to test boundaries and spark conversations, and NFTs have undeniably...

Real Estate
6 October 2021

Making Offices Hygienic - How Pandemic Affects Business

Some financial sector firms want staff back in the office, some are moving to a hybrid model and in...

Technology
5 October 2021

Towards Optimal AI-based Wealth Management - Study

This article explores the various ways that AI technology is changing the face of wealth management...