News results for Archive

Compliance
14 March 2023

The Global Fight Against Money Laundering – Where Are We Now?

The author of this article argues that until anti-money laundering is addressed consistently across...

New Office
14 March 2023

JM Finn Opens York Office

Opening a new office after the pandemic has enabled the firm plan a more flexible space and work...

Banking Crisis
14 March 2023

Silicon Valley Bank Drama: Reactions, Comments

As news unfolds about the bank's situation after the weekend, we carry commentary and analysis on...

Asset Management
14 March 2023

Edmond De Rothschild REIM Made 21 Acquisitions In 2022, 2023

Edmond de Rothschild Real Estate Investment Management shares insights on its performance in 2022...

People Moves
14 March 2023

Who’s Moving Where In Wealth Management? – Hampden & Co, Swiss Embassy

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

Strategy
14 March 2023

Investment Managers React To GDP Rebound In UK

After gross domestic product was up 0.3 per cent in January, investment managers discuss what this...

M and A
13 March 2023

HSBC Swoops To Buy Silicon Valley Bank's UK Business For £1

The Hong Kong/UK-listed banking group's UK arm has bought the local UK part of the stricken Silicon...

ESG
13 March 2023

International Women's Day: Why I Look Forward To When We Won’t Need A "Day"

While the news last week was dominated by drama in the US banking sector, this article from a...

Financial Results
13 March 2023

Analysis: Silicon Valley Bank Collapses

There is a private banking business of some size in the mix. In 2021, Silicon Valley Bank completed...

People Moves
13 March 2023

Who’s Moving Where In Wealth Management? – Stonehage Fleming

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

Comment & Analysis results for Archive

Legal
1 November 2022

International Surrogacy Developments: Financial Impact On Families

The author argues that as more people resume foreign travel, with many doing so to consider...

Compliance
27 October 2022

The Pandora Papers One Year On: Lessons Learned And To Learn

Today, the idea appears to grow that holding wealth is something deserving of opprobrium. The more...

Company Profiles
27 October 2022

Using Tech To Achieve Wealth Management Edge – In Conversation With InvestCloud

Finding new clients, attracting and keeping them requires a range of qualities, and intelligent use...

WM Market Reports
26 October 2022

New Research: An Update On Family Office Efficiency In Accounting, Investment Analysis

This news service is joining forces again with FundCount to examine how technology is making family...

Compliance
20 October 2022

As Swiss EAM New Regulation Deadline Looms, Banks, Others Eye Big Changes

At the start of 2023, external asset managers in Switzerland will live in a new regulatory...

Company Profiles
18 October 2022

Shining A Light On Risk, Returns With Performance Watcher

We talk to Performance Watcher by IBO, a Swiss organisation that uses an open-source model to...

Emerging Markets
14 October 2022

Focus On Investment Opportunities In China – Chartwell Capital

As investors struggle to decide where to put their money, Ronald Chan, founder and CIO of Chartwell...

WM Market Reports
4 October 2022

Tenth WealthBriefing Tech & Ops Trends Report

Here is our 2022 Technology and Operations Report, a regular overview of the trends affecting the...

Practice Strategies
4 October 2022

Back To School: Summary Of Wealth Management-Related MBAs, Post-Grad Courses

Here is an updated list of various courses, mostly of postgraduate and MBA level, that are relevant...

Offshore
30 September 2022

Green Funds, Foundations And Other Qualities: The Guernsey Formula

This news service talks to the organisation that promotes the island's financial services sector...