News results for Archive

People Moves
20 January 2022

Lombard Odier (Europe) Appoints CEO

The new CEO has worked closely with his predecessor in the joint management of the Swiss bank over...

Reports
20 January 2022

Net Income, AuM Rises At BNY Mellon

The US financial services group, which chalked up a rise in wealth management revenues and assets...

People Moves
20 January 2022

Credit Suisse Names Sustainability Chief

There are changes at the top of the sustainability business lines at the Swiss bank. ...

People Moves
20 January 2022

Who's Moving Where In Wealth Management? – Trowers & Hamlins, BNP Paribas, Others

The latest moves in wealth management from across Europe and the UK and other select international...

People Moves
19 January 2022

Who's Moving Where In Wealth Management? – HSBC Asset Management, Crestbridge

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

Strategy
19 January 2022

BlackRock's Fink Lauds "Power Of Capitalism;" Says It's Not Going "Woke"

The CEO of the asset management behemoth set out his views on how capitalism can be a "catalyst"...

Reports
19 January 2022

Full-Year Earnings Rise At Goldman Sachs

For the whole of 2021, earnings rose at the Wall Street firm, propelled by rising revenues. Wealth...

Compliance
19 January 2022

Compliance Corner: FCA, European Firms

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

People Moves
19 January 2022

Who's Moving Where In Wealth Management? – Lazard AM, Ninety One

The latest moves in wealth and asset management from across Europe and the UK. ...

New Products
18 January 2022

UK Wealth Consultancy, Adapa Advisory Team Up

Demands on firms and clients are causing reviews of strategy, operating models and technology....

Comment & Analysis results for Archive

Family Office
4 October 2021

New Research Explores ESG And Family Governance Models

WealthBriefing and Jersey Finance have teamed up to survey and interview family governance experts...

Compliance
30 September 2021

What Hong Kong's New SPAC Regime Might Look Like

Wanting to join the SPAC surge, Hong Kong is changing the regulations to capture some of the...

Offshore
29 September 2021

The Bahamas: The Clear Choice For International Financial Services

Here is the 2021 edition of a report about The Bahamas, prepared in partnership with The Bahamas...

Executive Pay
28 September 2021

Executive Pay Watch: 10 Years' Change To Private Equity Carried Interest Plans

A major factor in some parts of the remuneration chessboard has been the performance fees private...

Legal
17 September 2021

Proposed Rises In English, Welsh Probate Fees - An Overview

If proposed new fees for probate services take effect, there will be pressure to deal with big...

Wealth Strategies
17 September 2021

Ageing Populations Aren't Sure Bet For Healthcare Investors

Too much focus on the ageing theme disregards stronger and even more powerful structural trends...

Offshore
13 September 2021

New Wealth House Serving US Expats Explains Investment Angle

UK-based Shard Capital created a new service a year ago for US expats. The business has a very...

Alt Investments
25 August 2021

Blank Cheque Companies Retain Momentum, Europe, UK Increasingly Active

IQ-EQ, the investor services group, has a ringside seat for observing trends in the SPACs space....

Trust Estate
24 August 2021

The Problem With Death And Taxes - Analysing A Recent Case

In succession planning, those involved in arrangements need to take into account unforseen events...

Family Office
23 August 2021

Singapore's Proposed VCC Changes - What Wealth Managers Need To Know

The variable capital company regime in Singapore was launched originally at the start of 2020. Now...