News results for Archive

New Office
8 September 2021

Swiss Wealth Advisor Firm Expands Into DIFC

The Kendris group has locations and licences in Switzerland, Cyprus, the BVI, the US and the UK. ...

New Products
8 September 2021

What's New In Investments, Funds? - GAM Investments, JP Morgan

The latest offerings in investments, such as funds and structured products, and other notable...

People Moves
8 September 2021

Citi's Wealth Arm Makes Senior Appointment

The newly appointed figure works within the Citi Global Wealth Investments part of the US banking...

ESG
8 September 2021

ESG Phenomenon: PIMFA Ramps Up ESG Training

ESG has been called a new wealth investing paradigm, with increasing focus on bringing wealth...

M and A
8 September 2021

State Street Buys BBH's Investors Services Arm

State Street said the global business of investment servicing is showing strong revenue growth, and...

Legal
8 September 2021

Law Firm EMW Launches Specialist Wealth Division

A UK law firm which advises technology entrepreneurs is adding a private client team to meet...

New Office
8 September 2021

BBVA Expands Into Hong Kong, New York

Services from the Hong Kong centre include serving private banks and asset managers with structured...

Client Affairs
8 September 2021

Ex JP Morgan Figures Launch Investment Boutique

Former JP Morgan peers are bidding to bring competitively priced ‘private bank' levels of service...

Reports
7 September 2021

Summary Of Banks', Wealth Managers' Financial Results - Q2, H1 2021

Here is a roundup of major banks' second-quarter/first-half results for 2021. ...

Legal
7 September 2021

Lasting Powers Of Attorney Going Digital - How Will They Work?

In spite of the challenges presented by the pandemic, lasting powers of attorney are useful estate...

Comment & Analysis results for Archive

Asset Management
23 November 2020

What's On Swiss EAMs' Menu Over Coming Years

This news service takes another look at external asset managers in Switzerland and the forces...

Technology
16 November 2020

WEALTH TALK: Focus On Finantix - Latest Developments

This news service recently caught up with Finantix founder and director Alessandro Tonchia. ...

M and A
13 November 2020

Asia's Singlife Sees Big Wealth Management Market Potential

In September, Singapore's Singlife said that it intended to merge with Aviva Singapore, and this...

Client Affairs
10 November 2020

WEALTH TALK: Exploring Cross-Border Reputation Management

This is the fifth edition of a video series by this news service in partnership with international...

Awards
6 November 2020

WEALTH TALK: Focus On WealthBriefing's Swiss External Asset Manager Awards 2020

Here is the latest in our Wealth Talk video series. This video highlights our EAM awards programme...

Awards
5 November 2020

WEALTH TALK: Focus On WealthBriefing's MENA Region Awards 2020

We talk about the forthcoming MENA region awards, happening in person, on 9 November in Dubai. ...

Asset Management
2 November 2020

Big Changes Come For Swiss EAMs; Future Looks Positive

The industry is going through a number of major changes, some of them due to domestic Swiss...

Client Affairs
30 October 2020

WEALTH TALK: Focus On Tax, Estate Planning Scramble Pre-US Elections

In this video, we discuss the kind of workload US wealth managers must contend with in the days...

Reports
28 October 2020

WEALTH TALK: Focus On Third-Quarter Bank Results

We talk about what the third-quarter bank results from the US and certain other countries are...

Offshore
27 October 2020

WEALTH TALK: Private Client Series With Kobre & Kim - A Focus On Brazil, Asset Forfeiture

This is the fourth edition of a video series by this news service in partnership with international...