News results for Archive

Strategy
5 December 2023

Recession In 2024, Bonds Favoured – Carmignac

Paris-based asset manager Carmignac has just released its 2024 outlook, which discusses the macro...

Wealth Strategies
5 December 2023

Saxo Stirs Pot With Annual "Outrageous Predictions"

A familiar end-of-year event is when the Danish wealth management and trading platform sets out...

New Products
4 December 2023

SEBA Bank Rebrands

As part of its ongoing global strategy, the Swiss bank has announced that it is transforming its...

Compliance
4 December 2023

Compliance Corner – Hong Kong Monetary Authority, CA Indosuez (Switzerland)

The latest compliance news: regulatory developments, punishments, guidance, permissions, new...

People Moves
4 December 2023

Brown Advisory Appoints Three International Advisory Board Members

With their vast combined knowledge of global businesses, markets and the political landscape, the...

People Moves
4 December 2023

International Law Firm Opens Rome Office, Expands EU Footprint

Part of the firm's mission in Italy is gaining access to government institutions that are important...

People Moves
4 December 2023

UK's Nucleus Names New Finance Chief

There's a change in the C-suite leadership of the advisor platform business. ...

Surveys
4 December 2023

Most Women Aren’t Swayed By Gender When Choosing An Advisor – Survey

While debate remains on how to encourage more women to enter the wealth management industry, a...

New Office
4 December 2023

US Investment House GQG Targets Middle East

Joining other investment firms in expanding their presence in the Middle East, GQG Partners has...

New Products
4 December 2023

What’s New In Investments, Funds? – M&G, BGV

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

Comment & Analysis results for Archive

Offshore
12 April 2023

Why Residency/Citizenship-By-Investment Visas Aren't Going Away

This news service speaks to a business that has offices in a number of jurisdictions – including...

Company Profiles
11 April 2023

Welrex Says Business Model Taps Need For Change

A new UK-based digital investment management platform for relationship managers, encompassing B2B...

Strategy
3 April 2023

GCC Countries’ Economic Dynamism Attracts Investors And Wealth

In the first of a series of articles, we look at trends in the GCC region's wealth management...

WM Market Reports
22 March 2023

Tech Traps Wealth Managers Must Avoid 2023

The latest edition of our regular "Tech Traps" reports. ...

Alt Investments
21 March 2023

In Tough Times, Private Market Secondaries Can Shine

The venture capital, private equity and other parts of the "private markets" space have been jolted...

Compliance
21 March 2023

Developments In Private Bank RegTech – Views From The Experts

Regulatory technology – software that a private bank has to use in order to produce information...

Strategy
9 March 2023

Exclusive: Biotech Sector To Take Off In 2023

Swiss-based BB Biotech’s head investment manager, Daniel Koller, talks to this news publication...

Offshore
6 March 2023

The Squeeze On Investment Visas – What Should Happen Now?

With these programmes, the subject of this interview says, the benefit is not just in the initial...

Asset Management
6 March 2023

Comgest's Mood Brightens For Europe, Asia Investments

After a strong start to global stock markets, Franz Weis chief investment officer at Comgest, a...

Trust Estate
3 March 2023

Challenges For Multi-Generational Families Over Succession

A take-home point from this article is that for multi-generational family firms to navigate...