News results for Archive

Legal
3 January 2023

Leonteq Settles English Commercial Court Case

The case stems from claims made around the period from 2012 to 2016. ...

People Moves
3 January 2023

Summary Of Moves In Global Wealth Management – October 2022

A summary from across the world of the moves and hires made in the wealth management industry. ...

Compliance
3 January 2023

New Swiss Regulatory Regime Gets Fully Under Way

The final phase of a rollout of Swiss regulations on EAMs is over. From now on, the focus will be...

Strategy
3 January 2023

Outlook For Renewable Energy Looks Bright In 2023 – Franklin Templeton

Craig Cameron, portfolio manager and research analyst at Templeton Global Equity Group, believes...

Technology
2 January 2023

Worried About Post-FTX Crypto? How To Invest Safely

At the end of 2022 the market for crypto assets was rocked by the FTX scandal. This article examine...

People Moves
23 December 2022

C-Suite Changes At Banco Santander

The Spanish banking group has made a number of top-level appointments in Europe and across the...

Fund Management
23 December 2022

UK's Gresham House Outlines Latest Fundraising

Gresham House, a specialist alternative asset manager focused on sustainable investing, discusses...

Emerging Markets
23 December 2022

ARTICLE OF THE YEAR: Banker Becomes Soldier In Ukraine's Frontline

An interview with a banker, venture capitalist and now soldier in Ukraine's conflict with Vladimir...

Strategy
23 December 2022

UBS Outlines 10 New Year Portfolio Allocations

The end of another turbulent year is a time both to reflect and to make plans, with many thinking...

Tax
23 December 2022

UK's Tax Threshold Freeze Proves Lucrative

Rachael Griffin, tax and financial planning expert at wealth manager Quilter discusses the impact...

Comment & Analysis results for Archive

Compliance
24 November 2020

WEALTH TALK: Where Fine Art And AML Meets

This is the sixth edition of a video series by this news service in partnership with international...

Asset Management
23 November 2020

What's On Swiss EAMs' Menu Over Coming Years

This news service takes another look at external asset managers in Switzerland and the forces...

Technology
16 November 2020

WEALTH TALK: Focus On Finantix - Latest Developments

This news service recently caught up with Finantix founder and director Alessandro Tonchia. ...

M and A
13 November 2020

Asia's Singlife Sees Big Wealth Management Market Potential

In September, Singapore's Singlife said that it intended to merge with Aviva Singapore, and this...

Client Affairs
10 November 2020

WEALTH TALK: Exploring Cross-Border Reputation Management

This is the fifth edition of a video series by this news service in partnership with international...

Awards
6 November 2020

WEALTH TALK: Focus On WealthBriefing's Swiss External Asset Manager Awards 2020

Here is the latest in our Wealth Talk video series. This video highlights our EAM awards programme...

Awards
5 November 2020

WEALTH TALK: Focus On WealthBriefing's MENA Region Awards 2020

We talk about the forthcoming MENA region awards, happening in person, on 9 November in Dubai. ...

Asset Management
2 November 2020

Big Changes Come For Swiss EAMs; Future Looks Positive

The industry is going through a number of major changes, some of them due to domestic Swiss...

Client Affairs
30 October 2020

WEALTH TALK: Focus On Tax, Estate Planning Scramble Pre-US Elections

In this video, we discuss the kind of workload US wealth managers must contend with in the days...

Reports
28 October 2020

WEALTH TALK: Focus On Third-Quarter Bank Results

We talk about what the third-quarter bank results from the US and certain other countries are...