News results for Archive

People Moves
13 May 2022

Summary Of Executive Moves In Global Wealth Management – March 2022

A summary of moves and appointments in senior wealth management roles around the world. ...

Industry Surveys
12 May 2022

Hybrid Working Increases Financial Sector Burnout – Survey

A new study by LemonEdge examines the impact that working from home and hybrid working has had on...

People Moves
12 May 2022

Who's Moving Where In Wealth Management? – Columbia Threadneedle Investments

The latest moves and appointments in wealth management for the UK, rest of Europe, Middle East and...

Technology
12 May 2022

Northern Trust, Fenergo Ink Onboarding Pact

The partnership focuses on private capital funds, a fast-growing area creating specific...

Asset Management
12 May 2022

Top Investment Themes For The Future

Faced with a challenging environment, at their Spring Investors Conference, Close Brothers Asset...

ESG
12 May 2022

Entrepreneur Launches Fund That Challenges "Woke" Boardrooms – Media

There has been such a concentrated push towards ESG investing, with arguably more focus on social,...

Surveys
12 May 2022

Behavioural Insights Help International Firms Win In MENA – Study

Using behavioural finance insights to help frame which products and services are suitable for...

Market Research
12 May 2022

Kingswood Discusses Market Outlook

Amidst rising interest rates and gloomy economic forecasts, Rupert Thompson, chief investment...

Compliance
11 May 2022

Use New UK Online Laws To Foil Scammers, Says Wealth Manager

New legislation governing firms hosting user-generated content, with a view to preventing harms,...

People Moves
11 May 2022

Who's Moving Where In Wealth Management? – Kingswood Holdings Limited

The latest moves and appointments in wealth management for the UK, rest of Europe, Middle East and...

Comment & Analysis results for Archive

Alt Investments
28 October 2021

Shift To Perpetual Capital Widens Alternative Assets Access - Blackstone

The investment house, specialising for years in fields such as alternative assets, private equity,...

ESG
27 October 2021

Understanding Valuations Amid Rapid Energy Sector Change

Talk of "bubbles" and "greenwashing" has taken a bit of gloss off ESG investing for some, although...

Offshore
26 October 2021

Reflections On Pandemic's Impact On IFCs: View From The Cayman Islands

As part of a set of articles looking at how offshore centres have tried to cope with the pandemic...

Tax
26 October 2021

Undisclosed Digital Assets? - Decision Time Is Now

Anyone who bought into the idea that cryptocurrencies - aka digital assets - such as bitcoin cannot...

Offshore
25 October 2021

How Jersey Came Through COVID-19 And What's Next

We talk to Jersey Finance on how the island has coped with the pandemic, the impact on its status...

Compliance
25 October 2021

Tax Transparency For Financial Institutions: A Cost Or An Opportunity?

The drive for more "transparency" in areas such as tax, information exchange and beneficial...

Family Office
19 October 2021

Book Review: The Family Office, By William Woodson and Edward Marshall

A new book exploring the details and challenges faced in creating and managing a family office was...

Family Office
19 October 2021

Single-Family Offices - What Do They Own?

The author of this piece, who has access to a comprehensive database of what SFOs invest in, points...

Asset Management
14 October 2021

Cultural Shifts Driving Alternative Lending Growth

More investors are tuning into direct lending and leasing strategies as a way of gaining steady...

Offshore
12 October 2021

Gulf Jurisdictions Flex VC Muscles, Attract Wealth Inflows

We talk to Apex Fund Services in the Gulf region about what trends it sees playing out in...