News, Comment & Analysis results for Archive

New Products
3 July 2024

What’s New In Investments, Funds? – Capital Group, DBS

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

Investment Strategies
3 July 2024

Investment Managers Smile On Asian Equities

Schroders, together with other wealth managers, recently revealed its investment convictions for...

M and A
3 July 2024

Deals Of The Day: The Latest In Wealth Management M&A – Janus Henderson, Tabula

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

New Products
3 July 2024

Invesco Launches Advisor Platform To Meet Soft Skills Demand

The launch is part of Invesco’s commitment to support advisors. ...

M and A
2 July 2024

US Asset Management Titan Increases Private Markets Bet

The transaction will be a cash deal, the US asset management group said.        ...

Alt Investments
2 July 2024

Hedge Fund Launches Rose Sharply In Q1, Liquidations Flat

While their fortunes can wax and wane, the sector's performance remains an important focus for the...

Tax
2 July 2024

Interpreting Manifestos – An Accountant’s Perspective

A lack of clear detail in the UK political party manifestos about tax ahead of the UK general...

Investment Strategies
2 July 2024

Spotlight On Investment Impact After First Round Of French Elections – UBS, Franklin Templeton, Martin Currie

Investment managers discuss the investment impact of the first round of the French parliamentary...

People Moves
2 July 2024

Who’s Moving Where In Wealth Management? – Oakglen Wealth, Stonehage Fleming IM, Others

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

M and A
2 July 2024

Deals Of The Day: The Latest In Wealth Management M&A – Waverton, L&C, Nucleus, Others

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

Comment & Analysis results for Archive

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...

Legal
12 December 2022

Handling Harassment: Rights, Wrongs For HNW Families

Intrusive and unwanted communication can be alarming and upsetting. If something feels wrong, it is...

White Papers
8 December 2022

Wealth Management: Technology Platforms, Competition In Challenging Economic Times

Every wealth manager is struggling with the key question of how to balance competing imperatives....