News, Comment & Analysis results for Archive
Edmond De Rothschild AM Reports 2025 Positive Net Inflows
Paris-based Edmond de Rothschild Asset Management reported positive net inflows for the fifth...
Who’s Moving Where In Wealth Management? – ZILO, Utmost, Oxford Risk, Others
The latest moves and appointments for wealth management roles in the UK, other parts of Europe, the...
Family Offices, Funds Community Launches Matching Service
Tapping into a curated "dating agency" model, AYU Capital connects family offices with funds and...
Digital Digest: The Latest Tech News – LSEG, Standard Chartered, Bank Of America, Societe Generale
The latest technology news in the wealth management sector from around the world. ...
European Wealth House Likes Undervalued Emerging Market Tech, Japanese Equities
As a number of wealth managers increase their exposure to emerging markets, notably tech which is...
Lombard Odier's AuM, Profits Rise In 2025
Today, Geneva-headquartered Swiss private bank Lombard Odier Group has published positive full-year...
What’s New In Investments, Funds? – CMBI
The latest news in investment offerings, financial products and other services relative to wealth...
Wealth Managers Eye Interest Rate Cuts As UK Inflation Falls
After the UK rate of inflation fell in January, as expected, wealth managers react on the impact...
Focus On European Reindustrialisation Wave – Aberdeen Survey
After 75 years of globalised, export-led production, Europe is realigning its industrial base for...
Abu Dhabi Launches Customs Duty Waiver For Art, Targets Family Offices, Ultra-HNW Segment
The move comes at a time when the Gulf region's fine art market – and the fees and assets...
Comment & Analysis results for Archive
One Year On From CJEU Ruling Vs Public Registers Of Beneficial Ownership
An organisation working in the field of compliance and regulation argues that last year's European...
New Report: How Wealth Ecosystem, Healthcare Interact
The boundaries between health and wealth increasingly intersect and a new report from China's Hywin...
Banking In Turbulent Times – In Conversation With Arbuthnot Latham
This publication recently sat down with Arbuthnot Latham, the venerable UK private banking group...
Can Rapid Account-Opening Coexist Alongside Heightened Compliance?
The approach that banks and other wealth management industry players take towards handling...
"Greenwashing" Controversies Focus Minds On What Investors Own
This news service talks to the MFO – born from a series of corporate mergers and acquisitions –...
How Blending Philanthropy, Investment Creates "Win-Wins" – Pictet
This news service recently spoke to a senior Pictet figure about the work it does on...
FINMA's Cryptocurrency Stance Makes Swiss Industry Nervous
Switzerland has made waves in the world of cryptos and digital assets. Its "crypto valley" in Zug...
EXCLUSIVE: A Walk Around Germany's Single-Family Offices Sector – Part 2
In part one of this two-part feature, this publication talked to German banks about their work with...
EXCLUSIVE: A Walk Around Germany's Single-Family Offices Sector – Part 1
As it is high time that this news service took a deep dive into the German single-family offices...
UK's Oakley Capital Stays Nimble As Rates Affect Private Markets
After a decade or more of being told that private market investing was a hot area, drawing in...