News results for Archive

Compliance
27 November 2023

Binance Saga Shows No Hiding Place For Businesses With Weak Compliance

Last week's US punishment of the crypto exchange, adding to a run of stories about problems in this...

Wealth Strategies
27 November 2023

Family Offices Remain Keen On Cash Although Cut Allocations – Citi Private Bank Global Study

The bank said that family offices' cash holdings are, on average, above all of its own positions...

Strategy
24 November 2023

Amundi Smiles On Asia In 2024

Amundi, a European asset manager, released its 2024 Global Investment Outlook this week,...

Strategy
24 November 2023

OPINION OF THE WEEK: The Sporting Life And Wealth Management

We regularly write about how the worlds of wealth management, banking and sports can interact. Here...

New Office
24 November 2023

Rothschild & Co To Open Third German Wealth Management Office 

The wealth management institution will, with the new office coming into action in 2024, have three...

People Moves
24 November 2023

Who’s Moving Where in Wealth Management? – Invesco

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

Strategy
24 November 2023

DWS Positive On Japanese Equities, Euro IG Bonds In 2024

German asset manager DWS, previously part of Deutsche Bank, outlines the macroeconomic outlook and...

Strategy
23 November 2023

Investment Managers React To UK’s Autumn Statement

After UK Chancellor of the Exchequer Jeremy Hunt presented his Autumn Statement to parliament this...

Alt Investments
23 November 2023

US-Based Gold Specialist Forges Dubai Business Pact

The US firm makes a point about how its clients can earn yield from gold – countering a standard...

People Moves
23 November 2023

Who's Moving Where In Wealth Management? – Burgess Mee Family Law, Continuum

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

Comment & Analysis results for Archive

Family Office
7 November 2022

EXCLUSIVE: LNG – A Growth Driver For Three Groups Of Single Family Offices

Demand for liquified natural gas, aka LNG, is high amidst a global energy crisis, magnified by...

Offshore
4 November 2022

A Wide Set Of Wealth, Business Tools In Jersey: In Conversation With Stonehage Fleming

What sort of structures and entities do clients coming to Jersey want to use? What sort of...

Compliance
2 November 2022

10 Years On From HSBC's AML Saga – What Has Changed?

The author of this article claims that there has been little improvement in AML controls in much of...

Legal
1 November 2022

International Surrogacy Developments: Financial Impact On Families

The author argues that as more people resume foreign travel, with many doing so to consider...

Compliance
27 October 2022

The Pandora Papers One Year On: Lessons Learned And To Learn

Today, the idea appears to grow that holding wealth is something deserving of opprobrium. The more...

Company Profiles
27 October 2022

Using Tech To Achieve Wealth Management Edge – In Conversation With InvestCloud

Finding new clients, attracting and keeping them requires a range of qualities, and intelligent use...

WM Market Reports
26 October 2022

New Research: An Update On Family Office Efficiency In Accounting, Investment Analysis

This news service is joining forces again with FundCount to examine how technology is making family...

Compliance
20 October 2022

As Swiss EAM New Regulation Deadline Looms, Banks, Others Eye Big Changes

At the start of 2023, external asset managers in Switzerland will live in a new regulatory...

Company Profiles
18 October 2022

Shining A Light On Risk, Returns With Performance Watcher

We talk to Performance Watcher by IBO, a Swiss organisation that uses an open-source model to...

Emerging Markets
14 October 2022

Focus On Investment Opportunities In China – Chartwell Capital

As investors struggle to decide where to put their money, Ronald Chan, founder and CIO of Chartwell...