News results for Archive

People Moves
11 January 2022

Apex Names Private Clients, Family Offices Business Head In Jersey

The move is part of a push to develop family office services by Apex Group, a group with 5,000...

People Moves
11 January 2022

Who's Moving Where In Wealth Management? – BlueBay, Tilney Smith & Williamson, Others

The latest moves in wealth management from across Europe and the UK. ...

ESG
11 January 2022

How Female Bankers Are A Force For Climate Change Action

Tamara Gillan, co-founder of female-focused finance think tank The WealthiHer Network, sets out how...

New Products
11 January 2022

What's New In Investments, Funds? – Daymer Bay Capital

The latest product and service offerings, including funds, in the wealth and asset management...

Compliance
10 January 2022

Regulators Continue AML Breach Punishments; Fines Fell In 2021

The culmination of big fines for dirty money flows and AML lapses in 2020 meant that figures for...

People Moves
10 January 2022

Saffery Champness Registered Fiduciries Makes A Raft Of Promotions

The changes take place in a business first established in Guernsey in 1977, and which has...

Alt Investments
10 January 2022

Hedge Funds Wrapped Up Strong Year For Returns

In a broadly strong year for returns, cryptocurrency-focused funds blew the lights out with...

Compliance
10 January 2022

Compliance Corner: Mishcon De Reya, Solicitors Regulation Authority

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

People Moves
10 January 2022

Credit Suisse Names Wealth Management, IB Advisory Head For France

The blending of investment banking and wealth management, targeting Europe's entrepreneur segment,...

People Moves
10 January 2022

Who's Moving Where In Wealth Management? – Ocean Dial AM, Climate AM, ABN AMRO, Others

The latest moves in wealth management from across Europe and the UK. ...

Comment & Analysis results for Archive

Technology
22 March 2021

New Research: Wealth Tech Traps, As Told From The Front Line

WealthBriefing/Family Wealth Report and EY have joined forces to offer cutting-edge insights from...

Reports
5 March 2021

Updated Summary Of Banks', Wealth Managers' Financial Results - Q4, Full-Year 2020

Here is a summary of the major US banks' financial statements for the fourth quarter of 2020 and...

Strategy
22 February 2021

Generation Z: Understanding, Advising This Wired Cohort

As Gen Z clients come of age (some of which already are), it is important to ask new questions to...

Compliance
16 February 2021

EXCLUSIVE: Regulatory Overhaul Will Turbocharge EAM Sector - FINMA

The Swiss Financial Market Supervisory Authority speaks to WealthBriefing about the rule changes...

Strategy
11 February 2021

WEALTH TALK: Focus On Client Segmentation Strategy

This news service talks to a nationwide US wealth manager about the approach it takes to client...

Asset Management
5 February 2021

Disciplined Bitcoin Investing Can Pep Up Portfolios - Nickel Digital Asset Management

We talk to a founder of a new London-based investment firm that holds bitcoin. It argues that when...

Client Affairs
3 February 2021

The Case For Avoiding GameStop Craze

The surge in retail investor trading in shares such as computer games retailer GameStop, cinema...

Company Profiles
28 January 2021

Asia-Based HNW Investors Smile On Western Commercial Property

The firm says there is particular demand from clients, such as Asian HNW individuals and family...

Investment Strategies
22 January 2021

Japanese Equities Deserve Fresh Look

The Asia-focused asset management firm talks about the case for investors taking a new look at...

Strategy
20 January 2021

BOOK REVIEW: Free Lunch Thinking By Tom Bergin

A new book by a UK journalist challenges a number of economic ideas that he says have damaged...