News results for Archive

Client Affairs
5 August 2022

Investment Managers React To Bank Of England Rate Rise

After the Bank of England raised rates by 0.5 per cent at their August monetary policy meeting,...

M and A
5 August 2022

Deals Of The Day: The Latest In Wealth Management M&A – Fortes Partners

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

People Moves
5 August 2022

Who's Moving Where In Wealth Management? – Nucleus, Ocorian, ThomasLloyd

The latest moves and appointments for wealth management roles in the UK, other parts of Europe, the...

ESG
5 August 2022

Global Standardisation Key For Asian Investors To Unlock ESG Potential

A new report sponsored by Jersey Finance, on “Asia’s HNW and UHNW Investors: the Growing...

Financial Results
4 August 2022

BNP Paribas Reports Mixed Wealth, Asset Management Results; Markets Hit AuM

The French banking group reported second-quarter and half-year financial figures, confirming how...

Financial Results
4 August 2022

Private Banking AuM Edged Higher At Societe Generale

The French lender said strong performance of its private banking arm contributed to its results. ...

New Products
4 August 2022

smartKYC Launches New Watchlist Module

The firm said that banks can be confident that their internal data is managed properly and being...

Market Research
4 August 2022

Go Beyond Stocks, Bonds For Investment Opportunities – Franklin Templeton

As Franklin Templeton releases its global midyear investment outlook, investment managers at the...

People Moves
4 August 2022

Who's Moving Where In Wealth Management? – Evelyn Partners

The latest moves and appointments for wealth management roles in the UK, other parts of Europe, the...

Industry Surveys
4 August 2022

HNW Investor Optimism Down On Inflation, Geopolitical Concerns – UBS Survey

Swiss bank UBS has released its latest quarterly Investor Sentiment survey, covering high net worth...

Comment & Analysis results for Archive

ESG
12 November 2021

Pricing Carbon: What Are The Options?

Putting a price on carbon emissions makes polluting energy sources expensive and provides an...

Family Office
11 November 2021

Borrowing Against Securities - What Family Offices Should Consider

What sort of issues should wealthy families consider in raising finance against assets such as...

Strategy
9 November 2021

Connecting With Younger HNW Clients - What Are Private Banks Doing?

We take a look at what a large European bank is doing to attract younger clients, as well as what...

Company Profiles
8 November 2021

A "Bank For Entrepreneurs" - Tying Wealth, Corporate Services Together At Deutsche

This publication recently caught up with Deutsche Bank's international private bank head at the...

Tax
8 November 2021

Women And Wealth: Minimising The Inheritance Tax Burden

This practitioner examines the knowledge gap between women and men where IHT is concerned; and what...

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...