News, Comment & Analysis results for Archive

Compliance
5 April 2024

Compliance Corner: Switzerland To Revamp Rules A Year After Credit Suisse Saga – Report

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

ESG
5 April 2024

The ESG Phenomenon: Goodwood Partners With LGT Wealth Management

The latest developments in the ESG space. ...

M and A
5 April 2024

Transatlantic Executive Search House Expands Via Merger

The combined entity will have a total of 30 people based out of New York, Boston and London.   ...

Family Office
5 April 2024

UAE Family Office Says Opening Of Hong Kong Centre Will Proceed – Media

The development comes at a time when Hong Kong has been working to stress its credentials as an...

New Products
5 April 2024

Standard Chartered Venture Arm, Old Mutual Unit Create New Platform

SC Ventures said the new platform, which will soon be based in the United Arab Emirates, aims to...

ESG
5 April 2024

Tailwinds Remain For Sustainable Energy, Validate Long-Term Approach – WHEB

We talk to a UK-based fund management firm about its approach to sustainability and ESG investing....

People Moves
5 April 2024

Who's Moving Where In Wealth Management? – Close Brothers, Sumitomo Mitsui, Others

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

People Moves
5 April 2024

Appleby Makes Senior Promotions Across Offshore Centres

The promotions apply to figures across a range of international financial centres in Europe and the...

Financial Results
4 April 2024

Profits Rise At J Safra Sarasin Group

The Swiss private banking group reported its main financial results for last year. ...

M and A
4 April 2024

Multi-Family Office Continues Acquisitions

Since its formation into a transatlantic MFO more than a year ago, the group has bought a business...

Comment & Analysis results for Archive

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...

Strategy
9 March 2023

Exclusive: Biotech Sector To Take Off In 2023

Swiss-based BB Biotech’s head investment manager, Daniel Koller, talks to this news publication...

Offshore
6 March 2023

The Squeeze On Investment Visas – What Should Happen Now?

With these programmes, the subject of this interview says, the benefit is not just in the initial...

Asset Management
6 March 2023

Comgest's Mood Brightens For Europe, Asia Investments

After a strong start to global stock markets, Franz Weis chief investment officer at Comgest, a...

Trust Estate
3 March 2023

Challenges For Multi-Generational Families Over Succession

A take-home point from this article is that for multi-generational family firms to navigate...