News, Comment & Analysis results for Archive

Company Profiles
7 May 2024

Figures Underscore Allfunds' Growth Trajectory

This news service recently talked to the UK head of Allfunds, the Madrid-headquartered B2B funds...

Fund Management
7 May 2024

Staying On The Front Foot – In Conversation With Luxembourg's Funds Sector

This publication speaks to the CEO of Luxembourg's main fund industry association to discuss the...

Financial Results
6 May 2024

DBS Group's Net Profit Rises In Q1

Among the details of the results, there was a surge in wealth management fees. ...

Financial Results
3 May 2024

Standard Chartered's Wealth, Retail Profit Rises; Group Earnings Surge

Overall, the UK-listed banking group, which derives most of its revenues outside its home base,...

ESG
3 May 2024

Spotlight On Sustainable Investing – Lombard Odier

Swiss wealth and asset manager, Lombard Odier, discusses how investors should be positioning their...

M and A
3 May 2024

Deals Of The Day: The Latest In Wealth Management M&A – Julius Baer Kairos, Marygold, Others

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

People Moves
3 May 2024

Who’s Moving Where In Wealth Management? – RBC BlueBay Asset Management

The latest senior wealth management moves in the UK, rest of Europe, Middle East and select...

Strategy
3 May 2024

UK Law Firm Hugh James Has A Brand Makeover

Law firms, like other parts of the modern economy, face the need to keep brands fresh and...

Strategy
3 May 2024

Global Gold Demand Strong, Driven By China

The World Gold Council this week released its first quarter 2024 “Gold Demand...

People Moves
2 May 2024

Kroll Appoints Chief Operating Officer

The firm operates in areas such as advising on risks of all kinds, including financial ones and...

Comment & Analysis results for Archive

Trust Estate
26 June 2023

INTERVIEW: Wealth Managers Must Get Proactive About Handling Elder Abuse

This news service talks to a UK-based law firm about the problem of "elder abuse" – a term...

Practice Strategies
12 June 2023

Banking, Wealth Sector In Ferment – A Talent Management Overview

What makes a good wealth manager, and what are the skills and qualities in demand today, and what...

Strategy
22 May 2023

BOOK REVIEW: In Defence Of Capitalism, By Rainer Zitelmann

While unlikely to sway those already hostile to the free market economic system, this book puts a...

Company Profiles
13 April 2023

Avaloq Sees UK Opportunities From M&A, Tech Changes

Mergers and acquisitions, artificial intelligence, blockchain technology and secular drivers of...

Offshore
12 April 2023

Why Residency/Citizenship-By-Investment Visas Aren't Going Away

This news service speaks to a business that has offices in a number of jurisdictions – including...

Company Profiles
11 April 2023

Welrex Says Business Model Taps Need For Change

A new UK-based digital investment management platform for relationship managers, encompassing B2B...

Strategy
3 April 2023

GCC Countries’ Economic Dynamism Attracts Investors And Wealth

In the first of a series of articles, we look at trends in the GCC region's wealth management...

WM Market Reports
22 March 2023

Tech Traps Wealth Managers Must Avoid 2023

The latest edition of our regular "Tech Traps" reports. ...

Alt Investments
21 March 2023

In Tough Times, Private Market Secondaries Can Shine

The venture capital, private equity and other parts of the "private markets" space have been jolted...

Compliance
21 March 2023

Developments In Private Bank RegTech – Views From The Experts

Regulatory technology – software that a private bank has to use in order to produce information...