News, Comment & Analysis results for Archive

New Products
29 April 2024

Franklin Templeton Continues Bolstering ETF Business

As part of the California-headquartered investment manager's plans to grow its exchange-traded...

Financial Results
26 April 2024

Profits Slide At NatWest's Private Bank, Hit By Fall In Deposits

Coutts, the main private banking brand and business of the UK banking group, sustained a sharp fall...

Financial Results
26 April 2024

UK's Fundpath Secures Further Financing, Passes Onboarding Milestone

The business is one of those organisations designed to streamline processes in and around the fund...

People Moves
26 April 2024

RBC Wealth Management Adds To Team; Names Regional Centre Head

The new figures come from a variety of firms, such as Brown Shipley, Investec, and London &...

Investment Strategies
26 April 2024

Energy Security: Implications For The Sector

A senior figure at Schroders discusses the rising need for energy security and what this means for...

Financial Results
26 April 2024

Vontobel Reports Varied Inflows For Private, Institutional Client Segments

The Switzerland-based wealth manager, operating in a number of jurisdictions, earlier this year...

Financial Results
26 April 2024

Pre-Tax Income Rises At BNP Paribas; Wealth Revenues Increase

The French banking group operates in many regions – in total 64 countries. ...

Financial Results
26 April 2024

Syz Group Profits Up In 2023

Swiss banking group the Syz Group posts positive financial results in 2023, amid challenging...

People Moves
26 April 2024

Who’s Moving Where In Wealth Management? – Liontrust, Principal Asset Management

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

New Products
26 April 2024

What’s New In Investments, Funds? – Wisdom Tree, Evolution Equity Partners

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

Comment & Analysis results for Archive

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...

Family Office
7 November 2022

EXCLUSIVE: LNG – A Growth Driver For Three Groups Of Single Family Offices

Demand for liquified natural gas, aka LNG, is high amidst a global energy crisis, magnified by...

Offshore
4 November 2022

A Wide Set Of Wealth, Business Tools In Jersey: In Conversation With Stonehage Fleming

What sort of structures and entities do clients coming to Jersey want to use? What sort of...

Compliance
2 November 2022

10 Years On From HSBC's AML Saga – What Has Changed?

The author of this article claims that there has been little improvement in AML controls in much of...

Legal
1 November 2022

International Surrogacy Developments: Financial Impact On Families

The author argues that as more people resume foreign travel, with many doing so to consider...

Compliance
27 October 2022

The Pandora Papers One Year On: Lessons Learned And To Learn

Today, the idea appears to grow that holding wealth is something deserving of opprobrium. The more...

Company Profiles
27 October 2022

Using Tech To Achieve Wealth Management Edge – In Conversation With InvestCloud

Finding new clients, attracting and keeping them requires a range of qualities, and intelligent use...