News, Comment & Analysis results for Archive

Legal
21 July 2025

Deutsche Bank, Singapore-Based EAM Face High Court Clash

The case shines a light on Singapore's EAM industry, now a substantial field of business. A raft...

New Products
21 July 2025

What’s New In Investments, Funds? – L&G

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

People Moves
21 July 2025

Who’s Moving Where In Wealth Management? – Franklin Templeton Head Of UK Wholesale

The latest moves and appointments for wealth management roles in the UK, other parts of Europe,...

Investment Strategies
21 July 2025

EXCLUSIVE: Pictet AM Says Investors Should Diversify Into Emerging Market Equities

After a decade of underperformance and as investors diversify out of US assets, Anna Mulholland at...

People Moves
18 July 2025

VP Bank Names New Chief Financial Officer

There are more C-suite changes at the banking group, which operates in a number of regions,...

M and A
18 July 2025

High Net Worth, Family Offices M&A Deals Up 13 Per Cent – Pinsent Masons

The number and value of M&A deals by high net worth individuals and family offices climbed over the...

Offshore
18 July 2025

Prominent Advisory Firm Cheers Malta's Visa Pivot

The Mediterranean island – an EU member state for 21 years – has tangled with European legal...

Technology
18 July 2025

Digital Digest: The Latest Tech News – Message Labs, IAWMC, Citigroup, Fenergo

The latest technology news in the wealth management sector from around the world. ...

People Moves
18 July 2025

Coutts & Co Names New Chair

The appointment comes after the current chairman Lord Remnant announced his plan to retire from the...

People Moves
18 July 2025

Who’s Moving Where In Wealth Management? – TIME Investments, Saffery Trust Cayman, Others

The latest moves and appointments for wealth management roles in the UK, other parts of Europe,...

Comment & Analysis results for Archive

Strategy
3 April 2023

GCC Countries’ Economic Dynamism Attracts Investors And Wealth

In the first of a series of articles, we look at trends in the GCC region's wealth management...

WM Market Reports
22 March 2023

Tech Traps Wealth Managers Must Avoid 2023

The latest edition of our regular "Tech Traps" reports. ...

Compliance
21 March 2023

Developments In Private Bank RegTech – Views From The Experts

Regulatory technology – software that a private bank has to use in order to produce information...

Alt Investments
21 March 2023

In Tough Times, Private Market Secondaries Can Shine

The venture capital, private equity and other parts of the "private markets" space have been jolted...

Strategy
9 March 2023

Exclusive: Biotech Sector To Take Off In 2023

Swiss-based BB Biotech’s head investment manager, Daniel Koller, talks to this news publication...

Asset Management
6 March 2023

Comgest's Mood Brightens For Europe, Asia Investments

After a strong start to global stock markets, Franz Weis chief investment officer at Comgest, a...

Offshore
6 March 2023

The Squeeze On Investment Visas – What Should Happen Now?

With these programmes, the subject of this interview says, the benefit is not just in the initial...

Trust Estate
3 March 2023

Challenges For Multi-Generational Families Over Succession

A take-home point from this article is that for multi-generational family firms to navigate...

Compliance
24 February 2023

Foundations For Effective Corporate Governance

The author argues that UK regulatory expectations largely date back to the financial crisis. At...

Tax
21 February 2023

Soaring Inheritance Tax Receipts Highlight Need For Reform

Inheritance tax receipts are rising, and this suggests that tax brackets are capturing a wider...