News results for Archive

Tax
16 March 2023

UK's Finance Minister Cheers Affluent Savers In Budget

Apart from abolishing the lifetime limit allowance on pensions – a move designed to encourage...

People Moves
16 March 2023

ZEDRA Appoints New Global Head Of Legal

With nearly two decades of experience gained working internationally in a variety of legal, risk,...

Compliance
16 March 2023

Compliance Corner: FCA Refuses To Authorise Regulatory Consultancy

The latest compliance news: regulatory developments, punishments, guidance, permissions, new...

Surveys
16 March 2023

Most UK Wealthy Investors Hike VCT Exposure – Survey

Wealth Club, a UK-based non-advisory broker of tax-efficient investments such as VCTs, EIS and...

Asset Management
16 March 2023

Chelverton Outlines Investment Opportunities In Digitalisation And Energy Transition Space

At a media event in London last week, UK-based Chelverton Asset Management identified investment...

Financial Results
15 March 2023

Gross Income Rises At Edmond De Rothschild; Logs Net Inflows

The bank noted that tough financial markets in 2022 took a bite out of assets under management, but...

People Moves
15 March 2023

Indosuez's Digital Services Arm Appoints New CEO

The new CEO has served in senior roles within Indosuez in regions including Asia. ...

Financial Results
15 March 2023

Credit Suisse Notes Internal Controls "Material Weaknesses," Shares Plunge, Trading Halted

After the delayed publication of its 2022 annual report, the banking group said there had been some...

Asset Management
15 March 2023

Exclusive: Focus On Climate-Friendly Funds – Quaero Capital

As concerns about climate change ride high, Martina Turner, principal portfolio manager of the...

New Products
15 March 2023

What’s New In Investments, Funds? – Titan

The latest news in investment offerings, financial products and other services relative to wealth...

Comment & Analysis results for Archive

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...

Company Profiles
28 September 2022

Decisive Adopts "Endowment" Mindset In Building Long-Run Returns

Decisive is an example of the kind of EAMs that are an important sector in the Swiss financial...

Company Profiles
21 September 2022

Get Ready For More Assets To Be "Financialised"

We talk to a business using cryptocurrency and blockchain tools to make diamonds a more efficient...

ESG
13 September 2022

Fossil Fuels And Transition: What's The Direction Of Travel?

A commentator on ESG and sustainability talks to this publication about the transition from fossil...

Offshore
6 September 2022

Havens Of Calm In Volatile Times: The Channel Islands

At last, after the lockdowns and restrictions have eased off, this news service spent time in...

Surveys
29 August 2022

Asia Has Less Envy And More People Striving For Wealth

Social envy of wealth is much lower in parts of Asia than in many European nations – arguably a...

Company Profiles
18 August 2022

Business Travel – An Expanding Frontier For Airbus

The world’s business aviation industry is a barometer for the wealth management industry to...

ESG
16 August 2022

Pushback Against ESG: Collective Action Or Collective Suicide?

The supposedly remorseless drive against carbon-based energy towards areas such as wind, solar,...

Emerging Markets
15 August 2022

Crux Asset Management Eyes Indonesian Promise

We talk to an asset manager running Asia ex-Japan equities who argues that there is a strong and...