News results for Archive

New Products
4 August 2022

What's New In Investments, Funds? – Artisan Partners

The latest news on investment offerings, financial products and other services relevant to wealth...

Financial Results
3 August 2022

GAM Names New Finance Chief; Assets Under Management Fall

Falls in global markets in the first half of this year have hit the AuM of the investment...

Awards
3 August 2022

WEALTH TALK: India's Investment Power Can't Be Ignored

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People Moves
3 August 2022

Julius Baer Adds Senior Private Bankers

Serving the Middle East and Africa markets, the men are based in Geneva. They come from JP Morgan...

Financial Results
3 August 2022

HSBC's Asia Strategy Choice Under Spotlight

HSBC's profits and other figures cheered investors earlier this week, but there is chatter over...

People Moves
3 August 2022

IQ-EQ Names New Managing Director, Regional CEO Europe

The latest senior moves and appointments in Europe at global services group IQ-EQ ...

Industry Surveys
3 August 2022

Record Low Amount Of Funds Deliver Top Quartile Returns Q2 2022 – Survey

The latest Columbia Threadneedle Investments Multi-Manager FundWatch survey for Q2 2022 shows...

New Office
3 August 2022

US Alternative Investment House Creates Madrid Office

The move is a reminder that a number of wealth managers have been pushing into the Spanish market...

People Moves
2 August 2022

Who's Moving Where In Wealth Management? – Rathbones, Charles Russell Speechlys, Others

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

Compliance
2 August 2022

Compliance Corner: UK Targets Misleading Adverts

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

Comment & Analysis results for Archive

Compliance
25 October 2021

Tax Transparency For Financial Institutions: A Cost Or An Opportunity?

The drive for more "transparency" in areas such as tax, information exchange and beneficial...

Family Office
19 October 2021

Book Review: The Family Office, By William Woodson and Edward Marshall

A new book exploring the details and challenges faced in creating and managing a family office was...

Family Office
19 October 2021

Single-Family Offices - What Do They Own?

The author of this piece, who has access to a comprehensive database of what SFOs invest in, points...

Asset Management
14 October 2021

Cultural Shifts Driving Alternative Lending Growth

More investors are tuning into direct lending and leasing strategies as a way of gaining steady...

Offshore
12 October 2021

Gulf Jurisdictions Flex VC Muscles, Attract Wealth Inflows

We talk to Apex Fund Services in the Gulf region about what trends it sees playing out in...

Art
7 October 2021

Art's Courtship With Non-Fungible Tokens: The Legal Territory

Art is subjective, designed to test boundaries and spark conversations, and NFTs have undeniably...

Real Estate
6 October 2021

Making Offices Hygienic - How Pandemic Affects Business

Some financial sector firms want staff back in the office, some are moving to a hybrid model and in...

Technology
5 October 2021

Towards Optimal AI-based Wealth Management - Study

This article explores the various ways that AI technology is changing the face of wealth management...

Offshore
4 October 2021

Offshore Centres Look Back, Forward In Uncertain Times

We talk to industry figures in various IFCs in Europe to ask how international pressures and the...

Family Office
4 October 2021

New Research Explores ESG And Family Governance Models

WealthBriefing and Jersey Finance have teamed up to survey and interview family governance experts...