News, Comment & Analysis results for Archive

People Moves
30 April 2024

HSBC's Chief Executive To Retire; Pre-Tax Profit Dips

The announcement by the bank that Noel Quinn is to stand down seems to have come as something of a...

Banking Crisis
11 April 2024

Switzerland Mulls Higher Capital Requirement On UBS, Other Major Banks

A 209-page report from the country's federal government sets out changes in rules, enforcement and...

Investment Strategies
27 March 2024

Indian Elections: Tapping Into The Country’s Growth Story

With the announcement by India’s election commissioners that the country’s 2024 general...

Compliance
25 March 2024

Setting Boundaries: Privacy, Transparency Debated In Monaco

Privacy is under assault. Although there have been a few victories, AI, political pressures about...

Compliance
15 March 2024

EFG International Settles Sanctions Cases With US

In three episodes, the firm processed 873 securities-related transactions – totalling...

People Moves
14 March 2024

Standard Chartered Makes Changes To Its Group Management Team

Standard Chartered, the UK-listed bank earning most of its revenues in Asia and Africa, has just...

Tax
7 March 2024

Wealth Managers React To UK Spring Budget, Controversy Flies Over Non-Dom Abolition

After the UK Chancellor of the Exchequer Jeremy Hunt delivered the Spring Budget to the House of...

Fund Management
6 March 2024

Navigating Bewildering Funds Landscape – How Tech "Democratises" The Journey

The business processes outlined in this article are essential to advisors, private bankers and...

Financial Results
8 February 2024

Vontobel's Pre-Tax Profits Dip; Buys Into Infrastructure Trend

The purchase of a stake in a UK-based firm suggests that Vontobel is joining a trend of wealth and...

Surveys
13 November 2023

Upheavals, New Risks: What Grabs UHNW Families' Attention – Study

The family office examines the non-financial and financial concerns that clients have, ranging from...

Comment & Analysis results for Archive

Company Profiles
19 January 2024

Milltrust Pivots Towards MFO Opportunities As Singapore's Wealth Swells

We talk to the firm about why it created the multi-family office, the case for the move in the...

Strategy
15 January 2024

IQ-EQ Taps Into Gulf Region's Wealth Bonanza

Shortly after announcing new operations in Abu Dhabi, the investor services group talked to this...

Company Profiles
12 January 2024

EXCLUSIVE: Finding Compliance Nuggets Amid 24/7 News Torrent

We talk to Dow Jones about the work it does in collating, screening and digesting a vast haul of...

White Papers
11 January 2024

The Bahamas: A Complete And Compelling Choice – White Paper

This news service is delighted to unveil the full edition of the Bahamas-focused publication that...

Wealth Strategies
19 December 2023

Deglobalisation, Volatility And Family Office Time Horizons – A Conversation With Dambisa Moyo

This news service talks to a prominent female economics writer and thought leader who was also made...

Compliance
15 December 2023

Handling HNW Clients' Data Via Tokenization – An Overview

Banks and other players in the wealth management space transfer data across borders – a fact...

Company Profiles
13 December 2023

Playing Digital Asset Strategy Via Fund Of Funds

The business says that its model for tapping into the world of crypto and digital assets startups...

Philanthropy
7 December 2023

Philanthropy In Testing Times: A Transatlantic Perspective

Whether it is sunset clauses on foundations, arguments about purpose, help with clients about...

White Papers
6 December 2023

The Bahamas: A Complete And Compelling Choice – Part 4

In the final part of a four-part series, this news service issues a report about developments in...

Compliance
29 November 2023

One Year On From CJEU Ruling Vs Public Registers Of Beneficial Ownership

An organisation working in the field of compliance and regulation argues that last year's European...