News, Comment & Analysis results for Archive

People Moves
25 October 2024

Who’s Moving Where In Wealth Management? – Chikara Investments, First Sentier Investors

The latest moves, appointments and personnel changes among wealth management and related...

Tax
25 October 2024

Beware Law Of Unintended Consequences: Why A Measured Budget Is Best

Here's more commentary on what to possibly expect from the UK government on 30 October in its...

Surveys
25 October 2024

Financial Advisors Optimistic Globally, Despite Impending Great Wealth Transfer – Natixis IM Survey

Natixis Investment Managers 2024 Financial Professionals' survey covers 2,700 global financial...

Art
25 October 2024

Art, Antiques Spending Holds Steady; Mainland China HNW Buying Rebounds – Study

The annual report examines the drivers and trends shaping the world's art and antiques market and...

Financial Results
25 October 2024

Barclays' Private Bank, Wealth Arm Pre-Tax Profits Slip; Group Results Shine

Investors appeared pleased at the broad message from the bank's results and shares rose by more...

M and A
25 October 2024

Deals Of The Day: The Latest In Wealth Management M&A – Titan Wealth, Ravenscroft Investments

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

New Products
25 October 2024

What’s New In Investments, Funds? – Fidelity International, M&G, Others

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

Financial Results
25 October 2024

Evelyn Partners AuMA Hit High In 2024

UK wealth manager Evelyn Partners has just released its third quarter trading update for the three...

Investment Strategies
24 October 2024

WealthTalk – "Autocracy Risk" And What It Means For Investors

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People Moves
24 October 2024

Who’s Moving Where In Wealth Management? – Cazenove Capital, Asset Risk Consultants, Others

The latest moves, appointments and personnel changes among wealth management and related...

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....