News, Comment & Analysis results for Archive

New Office
23 January 2025

HSBC Expands Presence In India's GIFT City Financial Hub

HSBC GIFT City has more than 36 live products, supporting corporate clients, institutional...

New Office
23 January 2025

HSBC Receives Green Light To Open 20 New Branches In India

HSBC is tapping into the burgeoning wealth sector in India which is set, so some investment figures...

Compliance
23 January 2025

A New Cybersecurity, Resilience Regime Is In Town – The EU's DORA

New European Union legislation took effect this month that is designed to make financial...

Tax
23 January 2025

OPINION OF THE WEEK: Trump Deals Early Blow To Tax Harmonisation

In his flurry of edicts, President Donald Trump has pulled the US out of a global minimum corporate...

Practice Strategies
23 January 2025

Digitisation – Shaping The Next Evolution In The WM Industry

Although some European firms are leaders in digitally transforming their operations, there is a...

Financial Results
22 January 2025

Assets Rise At UK's Quilter, Inflows Gain

Among other points, the UK firm said it expects to give an update on a review about historical data...

Banking Crisis
22 January 2025

UBS Chief Executive Urges Switzerland Against Overly Heavy Capital Rules – Report

While he wants Switzerland to avoid hampering banks with rules that make them uncompetitive, the...

Practice Strategies
22 January 2025

Managing Operational Risk And Outsourcing In Financial Services

Recent episodes such as the CrowdStrike outage of summer 2024 highlight that financial entities...

Financial Results
22 January 2025

Wealth Results Generally Shine At BNY

Continuing our coverage of the fourth-quarter 2024 results season in wealth management and banking,...

ESG
22 January 2025

The ESG Phenomenon – Fidelity International

The latest developments in the ESG space. ...

Comment & Analysis results for Archive

WM Market Reports
4 July 2023

BNP Paribas' Wealth Arm Builds German Business Momentum, Broader Growth Beckons

The Paris-based group, which operates in a number of countries, spoke to this news service about...

Company Profiles
3 July 2023

UK's Walter Scott Steers Long-Term, Highly "Active" Course

We talk to a Scotland-based fund management house that puts big stress on what it regards as...

Trust Estate
26 June 2023

INTERVIEW: Wealth Managers Must Get Proactive About Handling Elder Abuse

This news service talks to a UK-based law firm about the problem of "elder abuse" – a term...

Practice Strategies
12 June 2023

Banking, Wealth Sector In Ferment – A Talent Management Overview

What makes a good wealth manager, and what are the skills and qualities in demand today, and what...

Strategy
22 May 2023

BOOK REVIEW: In Defence Of Capitalism, By Rainer Zitelmann

While unlikely to sway those already hostile to the free market economic system, this book puts a...

Company Profiles
13 April 2023

Avaloq Sees UK Opportunities From M&A, Tech Changes

Mergers and acquisitions, artificial intelligence, blockchain technology and secular drivers of...

Offshore
12 April 2023

Why Residency/Citizenship-By-Investment Visas Aren't Going Away

This news service speaks to a business that has offices in a number of jurisdictions – including...

Company Profiles
11 April 2023

Welrex Says Business Model Taps Need For Change

A new UK-based digital investment management platform for relationship managers, encompassing B2B...

Strategy
3 April 2023

GCC Countries’ Economic Dynamism Attracts Investors And Wealth

In the first of a series of articles, we look at trends in the GCC region's wealth management...

WM Market Reports
22 March 2023

Tech Traps Wealth Managers Must Avoid 2023

The latest edition of our regular "Tech Traps" reports. ...