News results for Archive

People Moves
20 November 2023

What’s New In Investments, Funds? – Nomura AM, Fladgate

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

Surveys
20 November 2023

High Inflation, Rates Powerful Investment Influence In 2023 – Schroders

Higher interest rates and inflation are creating a new investment landscape. Schroders Global...

Strategy
17 November 2023

UBS Favours Quality Bonds, Stocks In 2024

UBS Global Wealth Management’s chief investment office has just released the UBS Year Ahead 2024...

Financial Results
17 November 2023

Liontrust AM's Gross Profit Falls, Logs Statutory Loss

Liontrust made a statutory loss in the six-month period due to a rise in charges linked to...

Financial Results
17 November 2023

EFG International Says On Course To Surpass 2022 Net Profit; Logs Net Inflows

Continental Europe and the Middle East regions generated the largest amounts of net new assets, and...

New Products
17 November 2023

What’s New In Investments, Funds? – CG Asset Management

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

Strategy
17 November 2023

UK Inflation Slows Unexpectedly – Reactions

After the UK’s annual inflation rate fell sharply in October to its lowest rate in two years,...

Awards
17 November 2023

EXCLUSIVE: Winners Of The Tenth Annual WealthBriefing MENA Awards For Excellence 2023

The latest in this news service's annual programme of awards for wealth management around the...

M and A
16 November 2023

Deals Of The Day: The Latest In Wealth Management M&A – ZEDRA, LJ Fiduciary, Alvarium Private Office

The latest mergers, acquisitions and other corporate actions in the wealth management sector. ...

Legal
16 November 2023

Top French Court Annuls Penalties Vs UBS In Tax Fraud Case; New Trial Expected

The Swiss bank is accused of helping wealthy clients in France evade taxes. ...

Comment & Analysis results for Archive

Compliance
23 December 2022

Editorial Comment: Danske's Dirty Money Settlement Shows Complacency Isn't An Option

We reflect on how, at the end of 2022, US and Danish regulators imposed a $2.06 billion settlement...

Philanthropy
20 December 2022

Asset Allocation For Philanthropists Gets Tough

Rising inflation, falling stock markets, pleas for help and donors' own financial constraints mean...

Legal
12 December 2022

Handling Harassment: Rights, Wrongs For HNW Families

Intrusive and unwanted communication can be alarming and upsetting. If something feels wrong, it is...

White Papers
8 December 2022

Wealth Management: Technology Platforms, Competition In Challenging Economic Times

Every wealth manager is struggling with the key question of how to balance competing imperatives....

Art
2 December 2022

Fractions Of Fine Art – In Conversation With Mintus

The $65 billion-plus fine art market hasn't been an easy one to penetrate for those who aren't...

Client Affairs
1 December 2022

HNW Individuals' Public Profiles Risk Reputation Threats

Social media and the constant flow of news puts HNW people under intense scrutiny. Here is an...

Compliance
1 December 2022

The FTX Collapse: The Lessons

The author of this article argues that the failures with FTX are little to do with regulation or...

Legal
30 November 2022

Invisible Contracts When Moving In With A Partner

Couples choosing to cohabit should consider documenting their intentions in relation to their...

Compliance
29 November 2022

The FTX Collapse: The Lessons

The author of this article argues that the failures with FTX are little to do with regulation or...

Compliance
29 November 2022

Digital Asset Market Becomes Fraudsters' Playground

The author of this article says that a lack of effective regulation, combined with an audience...