News, Comment & Analysis results for Archive

People Moves
11 July 2024

Barclays Names Senior Figure For India, Global Indians Businesses

The newly-appointed manager will run and distribute investment products and services, including...

New Products
11 July 2024

What’s New In Investments, Funds? – Fiera Capital

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

Awards
11 July 2024

Nominations Open For WealthBriefing European Awards 2025

The latest announcement from the awards team from WealthBriefing. ...

WM Market Reports
10 July 2024

Global Wealth Recovered In 2023; Switzerland Remains Top Cross-Border Centre

For all the pressures it has been under, Switzerland remains the world's largest offshore centre,...

People Moves
10 July 2024

Davies Names New CFO

The new CEO will be replacing Davies' senior executive who is stepping down after a tenure of 12...

Tax
10 July 2024

How Tax Agents Chart Clients' Course Through Political Upheaval

The author of this article takes us on a tour of the tax issues arising for the new UK government...

Technology
10 July 2024

Lombard Odier IM Opens DataEdge Strategy To External Investors

The strategy uses big data on consumer trends to identify earnings' surprises and capture alpha...

Technology
10 July 2024

Indosuez WM Targets Belgium, Luxembourg, Monaco, Switzerland

Indosuez Wealth Management, the global wealth management arm of the Crédit Agricole Group, extends...

People Moves
10 July 2024

Who's Moving Where In Wealth Management? – Octopus, Old Mill, Evelyn Partners, Others

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

Alt Investments
9 July 2024

Deals Of The Day: The Latest In Wealth Management M&A – Pictet

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

Comment & Analysis results for Archive

Alt Investments
10 December 2020

Prospects Brighten For Growth Businesses After Tough Year

This private investment matchmaker looks at the toll 2020 has taken on early stage businesses and...

Wealth Strategies
9 December 2020

Wealth Managers Position For 2021 Rebound

Wealth managers large and small set out their scenarios, asset allocation calls, hopes and fears...

Client Affairs
8 December 2020

WEALTH TALK: Anti-Corruption Probes, Extradition Risks In Africa

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

Banking Crisis
4 December 2020

The Short Seller As An Endangered Species - Should We Worry?

The author of this article claims that short-sellers resemble sharks as an endangered species....

Company Profiles
3 December 2020

BIL Suisse Targets International Growth

The private bank, now majority-owned by a Beijing-based group but still with strong ties to...

WM Market Reports
2 December 2020

EXCLUSIVE: New Research Makes Data Protection Pressures Clear - Part 1

The EU’s General Data Protection Regulation came into force two-and-a-half years ago, yet wealth...

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...