News, Comment & Analysis results for Archive

People Moves
22 May 2024

Who's Moving Where In Wealth Management? – Evelyn Partners, Zenzic

The latest senior moves, appointments and personnel changes for the UK, rest of Europe, and select...

People Moves
22 May 2024

Franklin Templeton Makes Leadership Changes

California-based investment manager Franklin Templeton revamps its distribution leadership teams to...

Technology
22 May 2024

EXCLUSIVE: Tech Automation Holds Rich Wealth Management Promise – In Conversation With FNZ

This news service speaks to one of the firms that has delved into what advisors think AI and other...

ESG
22 May 2024

UK Private Investment Office Secures Coveted B Corp Status

Firms must continuously prove their credentials in these areas. Despite pushback on ESG in the...

Surveys
22 May 2024

It's True – AI Really Does Boost Financial Sector's Productivity

A new PwC study analysing AI's impact on jobs, skills, wages, and productivity suggests that AI...

Surveys
21 May 2024

Affluent Asian Parents Look Abroad For Education, Flinch At Cost – HSBC

Banks such as HSBC know that affluent/HNW clients look to them for advice about the financial...

Asset Management
21 May 2024

What's New In Investments, Funds? – Alumia, Chikara

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

People Moves
21 May 2024

Lloyds Names New MD, Head Of Asset, Wealth Managers

The newly-formed role is within the UK bank's corporate and institutional business. Separately, two...

People Moves
21 May 2024

Who’s Moving Where In Wealth Management? – Oakglen Wealth, CG Asset Management, GSB

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

Investment Strategies
21 May 2024

EXCLUSIVE: US Asset Manager Optimistic On Europe's Green Bond Market

A fund manager in Europe ponders the outlook for the green bond market in 2024 and the record of a...

Comment & Analysis results for Archive

Philanthropy
7 December 2023

Philanthropy In Testing Times: A Transatlantic Perspective

Whether it is sunset clauses on foundations, arguments about purpose, help with clients about...

White Papers
6 December 2023

The Bahamas: A Complete And Compelling Choice – Part 4

In the final part of a four-part series, this news service issues a report about developments in...

Compliance
29 November 2023

One Year On From CJEU Ruling Vs Public Registers Of Beneficial Ownership

An organisation working in the field of compliance and regulation argues that last year's European...

White Papers
23 November 2023

New Report: How Wealth Ecosystem, Healthcare Interact

The boundaries between health and wealth increasingly intersect and a new report from China's Hywin...

Company Profiles
23 November 2023

Banking In Turbulent Times – In Conversation With Arbuthnot Latham

This publication recently sat down with Arbuthnot Latham, the venerable UK private banking group...

Compliance
15 November 2023

Can Rapid Account-Opening Coexist Alongside Heightened Compliance?

The approach that banks and other wealth management industry players take towards handling...

ESG
14 November 2023

How Blending Philanthropy, Investment Creates "Win-Wins" – Pictet

This news service recently spoke to a senior Pictet figure about the work it does on...

Compliance
9 November 2023

FINMA's Cryptocurrency Stance Makes Swiss Industry Nervous

Switzerland has made waves in the world of cryptos and digital assets. Its "crypto valley" in Zug...

Family Office
25 October 2023

EXCLUSIVE: A Walk Around Germany's Single-Family Offices Sector – Part 2

In part one of this two-part feature, this publication talked to German banks about their work with...

Family Office
24 October 2023

EXCLUSIVE: A Walk Around Germany's Single-Family Offices Sector – Part 1

As it is high time that this news service took a deep dive into the German single-family offices...