News, Comment & Analysis results for Archive

Strategy
30 April 2024

EXCLUSIVE: GSB Optimistic About Mortgage Outlook For HNW Individuals

After a study by Investec showed that high net worth individuals find obtaining a mortgage...

Technology
30 April 2024

Digital Digest: The Latest Tech News – Pulsar Media

The latest technology news in the wealth management sector from around the world. ...

Statistics
30 April 2024

Cautious City Bankers Hit Recruitment Brakes In Q1 – Morgan McKinley

In the first quarter of 2024, there were 5,001 new jobs in the market, rising from the preceding...

People Moves
30 April 2024

Who’s Moving Where In Wealth Management? – Cazenove Capital, Aviva Investors, Royal London AM

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

Asset Management
30 April 2024

HSBC Closing External Asset Management Arm For Singapore, Hong Kong

EAMs have grown in Asia over recent years, often created by breakaway teams of bankers seeking more...

Investment Strategies
30 April 2024

Prominent Indian Family Office Increases AI Exposure

The story is an example of how family offices are among those institutions putting money into the...

M and A
29 April 2024

Summary Of Senior, Executive Moves In Global Wealth Management – February 2024

A round-up of moves and appointments across the world's wealth management and private banking...

Surveys
29 April 2024

Energy Prices, Cost-Of-Living Crisis Top Financial Concerns – Handelsbanken Wealth & AM

New research from Handelsbanken Wealth & Asset Management has just been released, looking at UK...

Technology
29 April 2024

Fixing Family Offices' Data Problem

Our US correspondent reports on views on fintech held by industry figures at a summit organised by...

New Products
29 April 2024

What’s New In Investments, Funds? – Tikehau Capital, Flow Capital

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

Comment & Analysis results for Archive

Offshore
1 February 2023

Dubai Government Doubles Down In Attracting Onshore, Offshore Wealth

We talk to the government in Dubai – at its economic and tourism department – about its...

Legal
30 January 2023

How Can HNW Individuals Benefit From Litigation Funding Boom?

Litigation funding is an area that can make headlines when a major court case hits the headlines....

Offshore
25 January 2023

New BVI Act Provides Clarity On Virtual Assets

In December, legislation was introduced in the British Virgin Islands for virtual assets. The...

Company Profiles
11 January 2023

The Mauritius-Dubai Connection Holds Big Potential – MCB

We talk to Mauritius Commercial Bank about its foray into the Middle East and its Dubai operations....

Technology
11 January 2023

Exclusive: Wealth Management 2.0 – The Big Opportunity That Only Technology Can Deliver

Camille Vial, who is the CEO of Mirabaud, the Swiss private bank, and Max Chuard, CEO of Temenos,...

Investment Strategies
10 January 2023

Emerging Markets In 2023: Short-Term Pain Before Long-Term Gains

LGT Wealth Management joins the chorus of firms talking about investment issues and challenges at...

Client Affairs
5 January 2023

Focus On Investment Opportunities In India – Lombard Odier

Stéphane Monier, chief investment officer at Swiss private bank Lombard Odier in Geneva, discusses...

Legal
4 January 2023

The Power Of Nuptial Agreements In English Courts

As the authors of this article explain, nuptial agreements are not automatically binding in the...

Compliance
23 December 2022

Editorial Comment: Danske's Dirty Money Settlement Shows Complacency Isn't An Option

We reflect on how, at the end of 2022, US and Danish regulators imposed a $2.06 billion settlement...

Philanthropy
20 December 2022

Asset Allocation For Philanthropists Gets Tough

Rising inflation, falling stock markets, pleas for help and donors' own financial constraints mean...