News results for Archive

People Moves
23 November 2022

Indosuez Wealth Management Appoints New Chief Financial Officer

The latest moves and appointment at Indosuez Wealth Management, the global wealth management brand...

Strategy
23 November 2022

Exclusive: Multrees Highlights Ambitious Growth Plans

Andrew Back, chief commercial officer at Multrees Investor Services, an outsourced platform...

Financial Results
22 November 2022

Julius Baer Logs Net New Money, Partly Offsets Impact Of Weak Markets

The Zurich-listed private bank reports figures on net inflows and assets under management, as well...

Asset Management
22 November 2022

Exchange-Traded Funds, Products Continue Attracting Inflows, Despite Volatility

We take a look at the data on the exchange-traded fund and product sector. This space has benefited...

People Moves
22 November 2022

Who’s Moving Where In Wealth Management? – Newton, Hawksford, Evelyn Partners, Others

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

Investment Strategies
22 November 2022

What UK Rate Hikes Mean For Mortgages, Savings – A View From Standard Chartered

The author of this article, at Standard Chartered Private Bank, takes a dive into the world of...

Fund Management
22 November 2022

What's New In Investments, Funds? – BlackRock

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

Client Affairs
21 November 2022

UK Recession: Opportunities For Investors?

As the UK enters recession, Frédérique Carrier, managing director, RBC Europe Ltd explores the...

Wealth Strategies
21 November 2022

UBS Sets Out Investment Opportunities For 2023

Faced with high inflation, rising interest rates and falling growth, the chief investment office at...

Compliance
21 November 2022

Compliance Corner: Financial Conduct Authority, Sonali Bank (UK)

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

Comment & Analysis results for Archive

Compliance
23 March 2022

What Price Privacy? UK Drive For Foreign Owners' Transparency

The author of this article argues that regardless of how the geopolitical landscape changes in the...

Company Profiles
22 March 2022

EXCLUSIVE INTERVIEW: Banker Becomes Soldier In Ukraine's Frontline

There are plenty of former soldiers, aircrew and naval personnel who have joined the ranks of...

Strategy
18 March 2022

Recruiting, Retaining Female Wealth Managers – What’s Being Done?

As more women are becoming high net worth individuals, the business case for recruiting and keeping...

Banking Crisis
15 March 2022

Summary Of Banks' Exposures To Russia, Local Presences

Here is what we know at the moment about banks' exposures to Russia in terms of loans and other...

Technology
7 March 2022

Crypto Assets, Distributed Finance And Wealth Managers' Menus

Family offices, private banks and wealth managers are considering using the infrastructure of...

Art
24 February 2022

NFTs: A World Of Wealth Beyond Gotham City 

While there is much buzz and confusion surrounding NFTs in the media, understanding the reality of...

Tax
23 February 2022

As UK Raises Taxes, Where Do Venture Capital Trusts Fit In?

Investment vehicles that have certain tax advantages over time are more popular when certain...

Alt Investments
21 February 2022

"Dry Powder" And "Democratisation" – Trends In Private Market Investing

This publication talks to Broadridge, the financial technology firm, about trends in the private...

Legal
21 February 2022

The "ZXC" UK Court Decision Vs Bloomberg – What It Means For HNW Individuals

The UK Supreme Court has addressed a case regarding Bloomberg News publishing a highly confidential...

Investment Strategies
2 February 2022

How Barclays Private Bank Is Positioning Its Portfolios

We talk to the UK-based private bank to ask about its asset allocation stance, its expectations for...