News results for Archive

Investment Strategies
21 November 2022

As Rates Appear To Peak, Expect Rise In Appetite To Return In 2023 – Lombard Odier

The bank, like many of its peers, is wondering at what point to start going into "risk assets"...

Compliance
18 November 2022

FTX Collapse May Prompt Big Regulatory Crackdown – Lawyer

As ripples spread from the meltdown of the crypto exchange, a lawyer argues that if the business is...

People Moves
18 November 2022

Who's Moving Where In Wealth Management? – JTC

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

Compliance
18 November 2022

Compliance Corner: Refinitiv Data Shows Surge In Sanctions Issued Since 2017

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

Tax
18 November 2022

Investment Managers React To UK Autumn Statement

After the UK Chancellor of the Exchequer Jeremy Hunt unveiled his Autumn Statement on Thursday,...

Family Office
18 November 2022

Ledgex Expands To Meet Rising Demand

The move will help the company take advantage of a surging family office market, which is expected...

People Moves
18 November 2022

Vontobel's Asia Wealth CEO Relocates

As part of a set of changes to its business in Asia, the CEO for Asia wealth management and...

People Moves
18 November 2022

EFG's Head Of Global South Asia Business Is Leaving

The MD has been at EFG, the Swiss private banking group, for three years. ...

ESG
17 November 2022

ESG Phenomenon: Dynamo-CSRHub Risk Management Tool

The latest developments in the ESG space. ...

Tax
17 November 2022

Exclusive: RBC Outlines How Economic Uncertainty Affects Wealth Planning

As the UK government is poised to raise taxes and maintain the freeze on the threshold under which...

Comment & Analysis results for Archive

Strategy
31 January 2022

Rebuilding Trust, Respect For Financial Services

Advisors have had to completely change how they engage with clients over the past two years because...

Investment Strategies
19 January 2022

Investors Should Lean In To India's Opportunities – Matthews Asia

India can provide investors with a high-growth allocation in their portfolios particularly at a...

ESG
14 January 2022

Wealth Industry's Force For Environmental Good Accelerates

We talk to an investment firm at the cutting edge of putting money to work in businesses that cut...

Philanthropy
13 January 2022

Cazenove Capital Eyes Strong Donor Advised Fund Demand

Donor-advised funds are a turn-key solution for rapidly building a philanthropic toolkit and...

Legal
6 January 2022

Tying Up A Deceased's Online Presence, What's At Stake

As online criminals become more sophisticated, it is critical that executors know how to wrap up a...

Strategy
24 December 2021

Editorial Comment: Reflections On Another Turbulent Year, Looking Ahead

Some late-December musings about what the year has meant for the industry and thoughts about what...

Client Affairs
9 December 2021

No Time To Write off Inter-Dealer Voice Brokers

In an increasingly digitalised trading environment, this guest writer looks at the future for...

Industry Surveys
7 December 2021

European Winners, Losers As Private Jet Registrations Soar

Figures for the 2019 to 2021 period reveal which jurisdictions have gained more aircraft...

Legal
6 December 2021

The Dangers Of Pension Offsetting In Divorce

The authors of this article argue that without proper advice, pension offsetting, rather than...

Strategy
1 December 2021

Editorial Analysis: Credit Suisse's Wealth Pivot

This news service looks back to the bank's Q3 results and strategy update. We look at the wealth...