News results for Archive

Surveys
28 November 2022

Next Gen HNWIs Favour Islamic, Sustainable Assets – Lombard Odier

Lombard Odier, a global wealth and asset manager with a 50-year legacy in the Middle East of...

Technology
28 November 2022

SimCorp Partners With Due Diligence Software Firm

Due diligence processes in asset management can be intensely laborious. A firm using digital...

People Moves
28 November 2022

Change At Top Of DWS Group

This week, DWS Group, an asset manager with €833 billion ($866 billion) of assets under...

People Moves
28 November 2022

Bank J Safra Sarasin Appoints Former Julius Baer Bankers

The Swiss-Brazilian private banking house has brought over a number of figures from its rival. The...

People Moves
28 November 2022

Who’s Moving Where In Wealth Management? – Payne Hicks Beach

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

New Products
25 November 2022

Hex Trust Receives MVP Licence

Hex Trust, a licensed and insured provider of bank-grade custody and associated services for...

People Moves
25 November 2022

Who’s Moving Where In Wealth Management? – Praxis, Amati Global

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

Company Profiles
25 November 2022

Standard Chartered's Advisory Strengths Tapped In Testing Times

This news service continues to profile organisations making an impact in the Channel Islands of...

Investment Strategies
25 November 2022

Direct Investing And Specialised Fundraising Rounds Attract Family Office Clients – Stonehage Fleming

The UK-based multi-family office recently discussed direct investing – a hot trend in the sector...

M and A
24 November 2022

Romanzina Named CEO Of Vontobel Swiss Wealth Advisors

Jacqueline Hess has been appointed as vice chair of the board of directors of the new Vontobel...

Comment & Analysis results for Archive

Compliance
9 June 2022

BOOK REVIEW: "Putin's People" Casts Western Financial Firms In Harsh Light

Reading this book will be a painful experience for some bankers and financial service figures in...

Company Profiles
1 June 2022

Wealth Sector Consolidation Continues, Says Expanding Canaccord Genuity WM

There have been a number of M&A deals in wealth management in the UK, and one player in the scene...

Market Research
1 June 2022

How War Affects Agriculture Investment

Roberto Viton, founder and managing director at Valoral Advisors, discusses key trends and the...

Strategy
20 May 2022

EDITORIAL COMMENT: A High Net Worth Status Ain't What It Used To Be

Inflation is eroding the value of money at a rapid clip, and that means the old minimum sums...

Islamic Banking
13 May 2022

Going Green Can Carry Costs, Warns Advisor On Islamic, Other Finance

Those who are attracted to "Green" investing may also be interested in Shariah finance. A firm...

Real Estate
11 May 2022

New UK Heat Regulations And Property – What Family Offices Should Know

A new set of rules in the UK, taking force from the start of September, is designed to improve...

Client Affairs
10 May 2022

"No Fault Divorce" – Only A Tick Box Away From Separation

A change in law affecting England and Wales came into force from early April, changing the...

Compliance
9 May 2022

A Walk Around The World's Regulatory Landscape

This news service speaks to BNY Mellon Pershing, a business with considerable interplay with...

Wealth Strategies
4 May 2022

Behavioural Finance’s Next Step To Going Mainstream

The investment approach shaped by ideas about behaviour and how humans actually conduct themselves...

Family Office
3 May 2022

EXCLUSIVE: Europe And North America – Single Family Offices Compared

The extended coverage of single family offices by Highworth Research's database – working with...