News results for Archive
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...
SimCorp Partners With Due Diligence Software Firm
Due diligence processes in asset management can be intensely laborious. A firm using digital...
Change At Top Of DWS Group
This week, DWS Group, an asset manager with €833 billion ($866 billion) of assets under...
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...
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...
Hex Trust Receives MVP Licence
Hex Trust, a licensed and insured provider of bank-grade custody and associated services for...
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...
Standard Chartered's Advisory Strengths Tapped In Testing Times
This news service continues to profile organisations making an impact in the Channel Islands of...
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...
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
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...
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...
How War Affects Agriculture Investment
Roberto Viton, founder and managing director at Valoral Advisors, discusses key trends and the...
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...
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...
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...
"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...
A Walk Around The World's Regulatory Landscape
This news service speaks to BNY Mellon Pershing, a business with considerable interplay with...
Behavioural Finance’s Next Step To Going Mainstream
The investment approach shaped by ideas about behaviour and how humans actually conduct themselves...
EXCLUSIVE: Europe And North America – Single Family Offices Compared
The extended coverage of single family offices by Highworth Research's database – working with...
Award Winners
WealthTalk - Awards Videos
Inaugural WealthBriefingAsia External Asset Management Awards 2022 – Trident Trust
Duration: 1.82m
WealthTalk - From The Editor’s Desk Videos
WEALTH TALK: How Russia's Invasion Of Ukraine Might Affect Wealth Management
Duration: 6.42m
WealthTalk - Expert View Videos
WEALTH TALK: Adopting An Endowment Mentality At Cambridge Associates
Duration: 9.60m