News, Comment & Analysis results for Archive

Compliance
5 June 2024

Compliance Corner: Fenergo, Monetary Authority Of Singapore

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

M and A
5 June 2024

Indosuez WM Completes Majority Stake Acquisition Of Belgian Wealth Firm

Both banks, founded in the 1870s, have agreed an M&A deal which, they said, builds a leading...

ESG
5 June 2024

Regulators Tighten Screws On Greenwashing – And Maybe Quieten Doubters

A very real worry, as survey evidence appears to suggest, is that unless regulators and others...

People Moves
5 June 2024

Who’s Moving Where In Wealth Management? – Tabula Capital, Franklin Templeton, Others

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

ESG
5 June 2024

EXCLUSIVE: Martin Currie's ESG Pride, Positive Stance On UK, Chinese Stocks

After Martin Currie, a specialist investment manager of Franklin Templeton, launched its first...

Investment Strategies
4 June 2024

Japan's Equities Have Been Hot, But The Story's Not Over Yet

While a consensus that a country's stock market has more room to rise can give investors cause for...

People Moves
4 June 2024

Who’s Moving Where In Wealth Management? – Tyndall IM, Payden & Rygel, Others

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

New Products
4 June 2024

Invesco Launches New Retirement Solution

The firms will combine their expertise to offer greater product innovation in their retirement...

Fund Management
4 June 2024

Equity Markets Have Risen, But Investors Are Still Cautious

We are already in June, and global equity markets are higher overall. But investors in mutual funds...

People Moves
3 June 2024

Summary Of Global Executive Moves In Wealth Management – March 2024

The latest moves during March in wealth management centres around the world. ...

Comment & Analysis results for Archive

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....

Art
2 December 2022

Fractions Of Fine Art – In Conversation With Mintus

The $65 billion-plus fine art market hasn't been an easy one to penetrate for those who aren't...

Client Affairs
1 December 2022

HNW Individuals' Public Profiles Risk Reputation Threats

Social media and the constant flow of news puts HNW people under intense scrutiny. Here is an...

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...