News results for Archive

Market Research
5 May 2022

New Wealth Management Study Forecasts Decade Of M&A, Consolidation

L.E.K. Consulting examines the UK wealth management market and explains why it presents a fertile...

ESG
5 May 2022

HSBC Global Private Banking Launches "Global Biodiversity" Strategy

Lombard Odier has created the strategy and is running it on behalf of HSBC. The offering is only...

People Moves
5 May 2022

Change At Top Of RBC's Asia Wealth Team

The Canada-headquartered bank announced a series of top-level moves at its wealth management...

Alt Investments
5 May 2022

Swiss Bank Inks Digital Assets Pact With LGT

As digital assets become more mainstream and affect wealth management, the range of offerings and...

People Moves
5 May 2022

Compliance Corner: UK Financial Conduct Authority

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

People Moves
5 May 2022

Stonehage Fleming Makes Jersey Hires

The MFO has made two senior appointments to its business in Jersey. ...

People Moves
4 May 2022

Who’s Moving Where In Wealth Management? – Amundi, Charles Russell Speechlys, Kingsley Napley, Others

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

People Moves
4 May 2022

Guernsey Takes Aim At US Market

US managers have been looking at using Guernsey and Jersey structures. ...

M and A
4 May 2022

Deals Of The Day: The Latest In Wealth Management M&A – Suntera Global, Nedgroup Trust, IQ-EQ, Others

The latest mergers, acquisitions and other corporate actions in the wealth management sector. ...

People Moves
4 May 2022

UK Wealth Manager Adds Senior Industry Figure As Non-Executive Director

Among other positions, Breedy is a member of this news service's editorial advisory board. ...

Comment & Analysis results for Archive

Legal
21 June 2021

How To Hire Wealth Managers, Mitigate Restrictive Covenant Impact

How should wealth management firms hire wealth managers (often known as “CRMs”, client...

Technology
18 June 2021

Who Said The Sky's The Limit?

The space environment is no longer the sole preserve of government agencies. Today, it is private...

Offshore
18 June 2021

Jersey Keeps Edge Through Tight Compliance - Commentary

The author of this piece says that Jersey's moves over the years to weed out dirty money have...

Tax
15 June 2021

Why Entrepreneurs Contemplate Leaving Germany - Commentary

Germany holds national elections in September, and opinion polls point towards the ascent of...

Strategy
14 June 2021

The UK's Regional Wealth Promise - An Overview

There's plenty of wealth management potential outside the M25 corridor. The government's...

Fund Management
10 June 2021

Lifting The Fog On ESG's Data Problem

Calls are growing for accurate high-quality ESG data that is assessed under a global standard....

Tax
27 May 2021

A Global Minimum Corporate Tax Rate - Smart Policy Or "Tax Cartel"?

Setting a global minimum corporate tax rate among major industrialised nations has the certain...

Offshore
27 May 2021

Switzerland's Edge As Intellectual Property Hub - Comment

The author of this comment talks about the benefits of intellectual property registration as an...

Investment Strategies
24 May 2021

We Need To Talk About Inflation - Wealth Managers' Reactions

Whether it is a temporary rise or something more durable, recent data pointing to a sharp rise in...

Strategy
21 May 2021

What It Means To Be A "Contrarian" Value Investor

Blindly practising time-honoured value investing is a dangerous occupation, not least because of...