News, Comment & Analysis results for Archive

People Moves
2 September 2025

European Wealth Tech Platform Targets "DACH" Region

The business, called Flanks, has appointed a former FNZ senior figure to build up the Germany,...

Compliance
2 September 2025

Compliance Corner: BCP, Dubai Financial Services Authority

The latest compliance news: regulatory developments, punishments, guidance, permissions and new...

Compliance
2 September 2025

Many Firms Still Aren't Ready For UK's Fraud Prevention Regime – Dentons

The new law, introduced under 2023 legislation, is extra-territorial in its scope – so businesses...

Legal
2 September 2025

UBS Reaches $115 Million Derivatives-Related Settlement

UBS has been seeking to draw a line under a number of outstanding issues accompanying its emergency...

People Moves
2 September 2025

SJP Appoints New Singapore Chief Executive

The UK-listed firm, which has been operating in Asia for 11 years, named one of its senior figures...

People Moves
2 September 2025

Who's Moving Where In Wealth Management? – Collas Crill, Spencer West, Suntera, Aviva

The latest moves, appointments and personnel changes among wealth management and related...

Investment Strategies
1 September 2025

Wealth Managers React To New French Political Drama

In a bid to legitimise his deficit reduction and tax hike plans for the 2026 budget, French Prime...

Financial Results
1 September 2025

Pictet Profits Gained In H1 2025

Pictet, a wealth and asset manager for private clients and institutional investors, has released...

Financial Results
1 September 2025

Evelyn Partners AuM At Record High In H1 2025

As well as "successfully" completing the sales of its professional services and fund solutions...

New Products
1 September 2025

What's New In Investments, Funds? – Leonteq

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

Comment & Analysis results for Archive

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...

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...