News, Comment & Analysis results for Archive

Compliance
28 March 2024

Compliance Corner: UK Reinstates Private Market Investment Thresholds

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

Financial Results
28 March 2024

GAM Narrows Loss In 2023, Continues Turnaround Drive

The Zurich-listed group has been battling to restore its financial health and fortunes after a...

Financial Results
28 March 2024

UBS Agrees Sale Of $8 Billion Portfolio As Part Of Post-Credit Suisse Deal

The move is part of UBS's aim to reduce exposures to investment banking as it integrates with...

Surveys
28 March 2024

HNW Investors' Cash Love Affair Creates Dangers – Capital Group

The survey shows that investors could miss out on market opportunities because of their high cash...

Strategy
28 March 2024

Vistra Unveils New Brand, Strategy

Following the completion of a merger last year, the provider of business services to help companies...

Strategy
28 March 2024

KPMG Cautiously Optimistic About China's Investment Promise

KPMG has just released a new report entitled “Asset Management and Private Equity Outlook,”...

People Moves
28 March 2024

Who’s Moving Where In Wealth Management? – Mount Street Group, Evelyn Partners, Others

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

Awards
27 March 2024

Celebrating Achievement In WealthTech – "Acclaim"

The Acclaim publication sets out the achievements, lessons and stories of the firms and people who...

Investment Strategies
27 March 2024

Indian Elections: Tapping Into The Country’s Growth Story

With the announcement by India’s election commissioners that the country’s 2024 general...

Wealth Strategies
27 March 2024

BlackRock's CEO Turns Gaze On Retirement Pressures

The CEO and chairman of the world's largest asset management firm and unafraid to stir controversy,...

Comment & Analysis results for Archive

Compliance
1 December 2022

The FTX Collapse: The Lessons

The author of this article argues that the failures with FTX are little to do with regulation or...

Legal
30 November 2022

Invisible Contracts When Moving In With A Partner

Couples choosing to cohabit should consider documenting their intentions in relation to their...

Compliance
29 November 2022

The FTX Collapse: The Lessons

The author of this article argues that the failures with FTX are little to do with regulation or...

Compliance
29 November 2022

Digital Asset Market Becomes Fraudsters' Playground

The author of this article says that a lack of effective regulation, combined with an audience...

Technology
28 November 2022

The FTX Collapse: When Mistruths Over Rules, Risk And Impact Spread

ESG investors and boosters should learn from the FTX collapse, for instance what happens if certain...

Company Profiles
25 November 2022

Standard Chartered's Advisory Strengths Tapped In Testing Times

This news service continues to profile organisations making an impact in the Channel Islands of...

Fund Management
24 November 2022

Niche Carmignac Fund Aims To Win Big In Family-Owned Companies Space

We talk to a manager of a fund that concentrates on family-owned businesses, and these can range...

Wealth Strategies
22 November 2022

Does Liability-Driven Investment Have Any Place In Wealth Managers' Toolkits?

The area of liability-driven investment is a specialist approach to managing money for final-salary...

Investment Strategies
9 November 2022

Cash-Rich Firms Can Tap M&A Opportunities As Rates Rise

Companies with plenty of cash stand to benefit from the M&A opportunities that can be thrown up in...

Fund Management
8 November 2022

Focus On Long-Term Investment Opportunities – Baillie Gifford

Faced with soaring inflation, rising interest rates and geopolitical conflicts, investment managers...