News results for Archive

M and A
14 November 2023

African Banking Group Buys HSBC Units In Mauritius

The transaction includes wealth management operations. ...

ESG
14 November 2023

How Blending Philanthropy, Investment Creates "Win-Wins" – Pictet

This news service recently spoke to a senior Pictet figure about the work it does on...

Strategy
14 November 2023

Integrated Wealth Management Under The Spotlight In New York

This publication talks to those involved in the UHNW Institute's IWM Initiative and its annual...

People Moves
14 November 2023

Bedrock Names New Partners

Bedrock Group, a multi-family office based in London, Geneva and Monaco, announces two new...

M and A
14 November 2023

UK's Titan Wealth Acquires Aspira

Titan Wealth Holdings, a financial advice business, makes an acquisition that increases its...

Alt Investments
14 November 2023

What’s New In Investments, Funds? – Walker Crips IM

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

Compliance
14 November 2023

US Corporate Beneficial Ownership Disclosure Gets Closer

Less than two months away, a new legal requirement on US corporates kicks in, requiring firms to...

Surveys
13 November 2023

Upheavals, New Risks: What Grabs UHNW Families' Attention – Study

The family office examines the non-financial and financial concerns that clients have, ranging from...

People Moves
13 November 2023

HSBC AM Names New Southeast Asia, Singapore CEO

There is change at the top of HSBC's asset management arm as a predecessor departs the group,...

Financial Results
13 November 2023

OCBC's Wealth Profits Rise

The wealth arm of the bank includes business groups including Bank of Singapore. ...

Comment & Analysis results for Archive

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...

WM Market Reports
4 October 2022

Tenth WealthBriefing Tech & Ops Trends Report

Here is our 2022 Technology and Operations Report, a regular overview of the trends affecting the...

Practice Strategies
4 October 2022

Back To School: Summary Of Wealth Management-Related MBAs, Post-Grad Courses

Here is an updated list of various courses, mostly of postgraduate and MBA level, that are relevant...

Offshore
30 September 2022

Green Funds, Foundations And Other Qualities: The Guernsey Formula

This news service talks to the organisation that promotes the island's financial services sector...

Company Profiles
28 September 2022

Decisive Adopts "Endowment" Mindset In Building Long-Run Returns

Decisive is an example of the kind of EAMs that are an important sector in the Swiss financial...

Company Profiles
21 September 2022

Get Ready For More Assets To Be "Financialised"

We talk to a business using cryptocurrency and blockchain tools to make diamonds a more efficient...

ESG
13 September 2022

Fossil Fuels And Transition: What's The Direction Of Travel?

A commentator on ESG and sustainability talks to this publication about the transition from fossil...