News, Comment & Analysis results for Archive

Banking Crisis
18 March 2023

Speculation Grows On UBS Acquisition Of Embattled Rival - Report

A question mark about a UBS-Credit Suisse combination – which has been speculated on for some...

Financial Results
8 March 2023

Investments, Russia-Related Costs Dent VP Bank Net Income

The private banking group said spending on its business strategy, and one-off costs linked to...

Awards
9 December 2022

EXCLUSIVE: Winners Of Inaugural WealthBriefing Channel Islands Awards 2022

The latest addition to this news service's global programme of awards is in the Channel Islands....

Family Office
30 November 2022

We Want Liquidity Data – And Fast, Family Offices Tell Providers

Regular data about liquidity is an essential requirement for family offices – it's information...

Uncategorised
24 November 2022

Public Registers Of Beneficial Ownership Violate Human Rights – EU Court

The Court of Justice of the EU has stated that it is invalid to use public registers of beneficial...

Strategy
23 November 2022

Exclusive: Multrees Highlights Ambitious Growth Plans

Andrew Back, chief commercial officer at Multrees Investor Services, an outsourced platform...

People Moves
11 November 2022

Julius Baer Adds To Onshore India Teams

The appointments continue a run of hires that the Swiss bank is making in India and other parts of...

Financial Results
14 October 2022

Falling Markets Take BlackRock's AuM Under $8 Trillion Mark

Shares in the world's largest asset manager have fallen this year. Figures yesterday showed that...

Philanthropy
10 October 2022

Welcome To The "Digital Assets Giver"

Digital assets are changing a number of organisations and ways of doing things, and that includes...

WM Market Reports
15 September 2022

US Is Top For Most Millionaire Cities – Study

Among other details of the report, it said that the millionaire populations of Dubai, Mumbai, and...

Comment & Analysis results for Archive

White Papers
22 August 2023

Jersey Finance Report On Digital Assets, Crypto-Currencies

A new report, published with the island's financial promotional organisation, sets out the issues...

Investment Strategies
22 August 2023

Value And Growth – Japan’s Promise And Performance

This news service recently talked to a UK-based investment house that concentrates on Japanese...

Technology
21 August 2023

How AI Can Raise Wealth Management Game In The Gulf

With artificial intelligence technology gathering headlines and stirring controversy – and...

Alt Investments
4 August 2023

How "Evergreen" Approach Wins Friends For Private Markets

There appears to be something of a trend towards "perpetual" or "evergreen" fund structures that...

Philanthropy
25 July 2023

Bringing Great Eye Vision To The Poor – A Hong Kong Philanthropist's Tale

Chen’s philanthropy journey throws light on an important aspect of charity that can be...

Company Profiles
10 July 2023

Private Investigation Sector Never Busier As Risks Proliferate

Whether it is cyber hackers, corrupt staff, kidnappers or vengeful former spouses, there's plenty...

Company Profiles
7 July 2023

Monetary Metals Says Gold Yield Marketplace Fits Wealth Menus

Confounding the standard line that gold doesn't produce a yield, a business that uses gold to earn...

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...