News, Comment & Analysis results for Archive

New Products
18 June 2024

JTC Introduces Enhanced Outsourced Financial And Regulatory Reporting Services

The new service will encompass a broad spectrum of outsourced financial reporting services,...

M and A
18 June 2024

Deals Of The Day: The Latest In Wealth Management M&A – Premier Miton, Tellworth Investments

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

Compliance
18 June 2024

UK Sustainability Regime Needs 12-Month Extension – PIMFA

At stake is the desire by the regulator to end “greenwashing” – a practice that unless dealt...

Compliance
18 June 2024

Compliance Corner: smartKYC Obtains Information Security Seal Of Approval

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

Investment Strategies
18 June 2024

Van Lanschot Kempen Upgrades EU Equity Allocation, At Expense Of US IG Credit

Joost van Leenders, senior investment strategist at Dutch wealth manager Van Lanschot Kempen,...

Statistics
18 June 2024

US Reportedly Took More Cross-Border Capital After Pandemic – IMF

While guesses about the duration of the dollar's status as a global reserve currency are staples of...

Financial Results
18 June 2024

UBS Offers To Refund Clients Greensill-Related Losses

UBS is making the offer as it continues to unwind problems it inherited when it bought its stricken...

Investment Strategies
17 June 2024

HSBC, Invesco Optimistic About Asian Investment Opportunities

HSBC and Invesco's investment managers discuss the macroeconomic outlook in the second half of...

Compliance
17 June 2024

Compliance Corner: FINMA Fires Risk Warnings At Fund Industry

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

People Moves
17 June 2024

BIL Suisse Adds To Zurich Teams

The bank operates in a number of Swiss locations. ...

Comment & Analysis results for Archive

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...

Company Profiles
20 October 2023

UK's Oakley Capital Stays Nimble As Rates Affect Private Markets

After a decade or more of being told that private market investing was a hot area, drawing in...

Fund Management
19 October 2023

Focus On Ireland As A Growing Financial Hub

Michael D’Arcy, former Irish minister of state at the department of finance, discusses the...

White Papers
13 October 2023

Research: Tech & Ops Wealth Trends In Wealth Management 2023

The 26-page report examines the issues and concerns affecting the shape of technology and...

Tax
9 October 2023

Sparing No One: Cross-Border Taxation of Globally Mobile Individuals – Part 2

This article continues to examine – via the circumstances of Prince Harry and Meghan, the...

Tax
6 October 2023

Sparing No One: Cross-Border Taxation of Globally Mobile Individuals - Part 1

This is the first of a highly detailed examination of cross-border tax issues for individuals...

Alt Investments
4 October 2023

How Hedge Fund Investors Keep Composed In Volatile World

This news service talks to Sussex Partners, a UK-based business that advises institutions about...

Family Office
28 September 2023

Family Offices Aren't Shunning Risk, But Getting Smarter – Citi Private Bank

After its survey emerged a few weeks ago, Citi Private Bank spoke again to this news service about...