News results for Archive

M and A
17 May 2022

Deals Of The Day: The Latest In Wealth Management M&A – UK Law Firms Abandon Merger Talks

The latest mergers, acquisitions and other corporate actions in the wealth management sector. ...

People Moves
17 May 2022

Who's Moving Where In Wealth Management? – CRUX

The latest senior moves and appointments in the UK, rest of Europe, Middle East and select...

Asset Management
17 May 2022

Credit Suisse Enhances Support For Charitable Foundations

Credit Suisse has developed a new offering to enable charitable foundations to have their assets...

Investment Strategies
17 May 2022

Geneva-Based Apricus Smiles On Equities, Is Underweight Bonds Amid Market Squalls

The EAM in Geneva sets out its investment views, including that it is overweight equities and...

Investment Strategies
17 May 2022

Why Behavioural Finance Needs Great Tech To Thrive

The field has been winning wealth management fans and generating plenty of noise. To make its...

Real Estate
17 May 2022

Tactics For Buyers In Hot Property Market

The property market in London, for example, remains strong – although difficult economic times...

Awards
16 May 2022

Nominations Open For MENA Awards Programme

The awards programme for the MENA region is now open to entrants' submission. ...

Compliance
16 May 2022

US Says "Straw Owner" Concealed Russians' Yachts – Report

Since the US, the European Union and other countries imposed sanctions on Russia following the...

People Moves
16 May 2022

UBS Makes Senior India Management Changes

The Swiss banking group has announced a number of high-level changes in its India business. ...

People Moves
16 May 2022

Who's Moving Where In Wealth Management? – Tilney Smith & Williamson

The latest senior moves and appointments in the UK, rest of Europe, Middle East and select...

Comment & Analysis results for Archive

Legal
21 February 2022

The "ZXC" UK Court Decision Vs Bloomberg – What It Means For HNW Individuals

The UK Supreme Court has addressed a case regarding Bloomberg News publishing a highly confidential...

Investment Strategies
2 February 2022

How Barclays Private Bank Is Positioning Its Portfolios

We talk to the UK-based private bank to ask about its asset allocation stance, its expectations for...

Strategy
31 January 2022

Rebuilding Trust, Respect For Financial Services

Advisors have had to completely change how they engage with clients over the past two years because...

Investment Strategies
19 January 2022

Investors Should Lean In To India's Opportunities – Matthews Asia

India can provide investors with a high-growth allocation in their portfolios particularly at a...

ESG
14 January 2022

Wealth Industry's Force For Environmental Good Accelerates

We talk to an investment firm at the cutting edge of putting money to work in businesses that cut...

Philanthropy
13 January 2022

Cazenove Capital Eyes Strong Donor Advised Fund Demand

Donor-advised funds are a turn-key solution for rapidly building a philanthropic toolkit and...

Strategy
24 December 2021

Editorial Comment: Reflections On Another Turbulent Year, Looking Ahead

Some late-December musings about what the year has meant for the industry and thoughts about what...

Uncategorised
23 December 2021

Updated Forward Features For 2022

Here is the most recent forward features schedule, taking us to the end of 2022. ...

Client Affairs
9 December 2021

No Time To Write off Inter-Dealer Voice Brokers

In an increasingly digitalised trading environment, this guest writer looks at the future for...

Industry Surveys
7 December 2021

European Winners, Losers As Private Jet Registrations Soar

Figures for the 2019 to 2021 period reveal which jurisdictions have gained more aircraft...