News, Comment & Analysis results for Archive

People Moves
5 August 2026

Who’s Moving Where In Wealth Management? – Alltrust, Hawksford, Aventur

The latest moves and appointments for wealth management roles in the UK, other parts of Europe, the...

Financial Results
4 August 2026

HSBC Pre-Tax Profit Rises 23 Per Cent In H1 2026; Wealth Arm Helps Higher Income

The UK/Hong Kong-listed group reported a broadly positive set of results today. The lender said a...

Asset Management
4 August 2026

Lombard Lending Disruptor Secures Another UK Partner

Otherwise known as Lombard lending, the business says it is disrupting the way that asset-backed...

Offshore
4 August 2026

Liechtenstein Beneficial Ownership Register Hit By Cyber Attack

After copies of data relating to 31,000 legal entities were unlawfully taken, the register has been...

People Moves
4 August 2026

Ocorian's Middle East Group Names Commercial Director

The newly-appointed figure will lead growth for Ocorian's private client business across the Middle...

Investment Strategies
4 August 2026

Wealth Managers Weigh In On Central Banks' Rate Pause

After major central banks, the Bank of Japan, the Bank of England, the European Central Bank and...

Wealth Strategies
4 August 2026

Volatile Markets Demonstrate Active Management's Value, Wealth Managers Say

We look at the example of the high market volatility in an Asian country's equity markets, and...

People Moves
4 August 2026

Lombard Odier Bolsters Turkey Business, Hires Ex-UBS Figure

As the potential of the Turkish wealth management market grows, the Swiss private bank is...

M and A
3 August 2026

ABN AMRO Completes €875 Million Dutch Bank Merger

The merger, which appears not to cover areas such as wealth management, covers markets in the...

Strategy
3 August 2026

Family Offices Increasingly Turn To Third-Party Specialists – Survey

Research among family offices managing a combined $119.37 billion found that a clear majority...

Comment & Analysis results for Archive

ESG
3 December 2025

EXCLUSIVE: The Positive Side Of COP30 – Edmond De Rothschild AM, Gresham House

After the 30th United Nations Climate Change Conference (COP30) in Belém, Brazil, which took place...

Investment Strategies
11 November 2025

How Family Offices Should Address Private Markets When Valuations Are "Stretched"

Amidst all the enthusiasm for private markets and sectors such as AI is the undeniable point that...

Investment Strategies
3 October 2025

Bankers Fear "Bitcoin Treasuries" Are An Accident Waiting To Happen – Here's Why

Regardless of what the latest tech or investment enthusiasm is, a danger that goes back centuries...

Investment Strategies
26 September 2025

Wealth Managers Use Derivatives, Hedge Funds To Manage Volatility

Continuing our look at ideas on asset allocation and the approaches wealth managers take, we...

Wealth Strategies
22 September 2025

Changing Asset Allocation Frontiers - An Overview

We take a dive into different approaches to how asset allocation should be handled, examine various...

Compliance
19 September 2025

From Cryptos To Singapore’s COSMIC World – New Frontiers In Compliance

This news service discusses establishing sources of wealth, the challenge of cryptos in a market...

Strategy
1 September 2025

Swapping Singapore For London – Reflections From Lombard Odier's Vincent Magnenat

A senior private banker for Lombard Odier, working for many years in Singapore, has made the move...

Wealth Strategies
27 August 2025

BNY Investments Insights On Global Credit Markets

Here is a new offering from BNY Investments in conjunction with this publication. ...

Wealth Strategies
31 July 2025

Spotlight On Rise In Guernsey’s Private Wealth, South Africa Connection – FNB

As First National Bank celebrated its 10-year milestone in Guernsey and unveiled a new office this...

Art
16 July 2025

Fires, Floods And Other Hazards: Managing Risks To Fine Art

This news service recently talked to the head of art advisory of Citi Wealth – appointed to the...