News results for Archive

Compliance
16 November 2022

Compliance Corner – Survey Reveals US, European Regulatory Readiness Gap

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

M and A
16 November 2022

Rothschild & Co Agrees To Sell $8 Billion AuM Groups

The sale of the US-based businesses will enable the acquirer to improve services including those to...

People Moves
16 November 2022

VP Bank (Switzerland) Appoints New CEO

Changes are taking place on the executive board of the VP Bank Group. ...

People Moves
16 November 2022

Who’s Moving Where In Wealth Management? – Evelyn Partners, Pretium

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

New Products
16 November 2022

What’s New In Investments, Funds? – Fidelity, ByteTree AM

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

Wealth Strategies
15 November 2022

Tech Stocks Rallied Last Week But Remain Pressured – Citigroup

The US banking group takes a look at the tech sector, particularly the larger names that have seen...

M and A
15 November 2022

ZEDRA Expands Pension Trustee Services Offering

This latest acquisition follows those of Inside Pensions, PTL Governance, Caledonian Trustees and...

Strategy
15 November 2022

Luxembourg's EDB Partners With Swiss Securitisation Platform Business

The Swiss firm in the partnership creates securitisation platforms for clients such as banks,...

People Moves
15 November 2022

Quilter's Chairman-Designate Departs

The senior figure had been appointed to the post of chairman as recently as May this year. He is...

Legal
15 November 2022

Uncapping Bankers' Bonuses: Implications For Divorce Settlements

Couples going through or contemplating divorce, should consider how uncapping bankers' bonuses in...

Comment & Analysis results for Archive

ESG
27 October 2021

Understanding Valuations Amid Rapid Energy Sector Change

Talk of "bubbles" and "greenwashing" has taken a bit of gloss off ESG investing for some, although...

Offshore
26 October 2021

Reflections On Pandemic's Impact On IFCs: View From The Cayman Islands

As part of a set of articles looking at how offshore centres have tried to cope with the pandemic...

Tax
26 October 2021

Undisclosed Digital Assets? - Decision Time Is Now

Anyone who bought into the idea that cryptocurrencies - aka digital assets - such as bitcoin cannot...

Offshore
25 October 2021

How Jersey Came Through COVID-19 And What's Next

We talk to Jersey Finance on how the island has coped with the pandemic, the impact on its status...

Compliance
25 October 2021

Tax Transparency For Financial Institutions: A Cost Or An Opportunity?

The drive for more "transparency" in areas such as tax, information exchange and beneficial...

Family Office
19 October 2021

Book Review: The Family Office, By William Woodson and Edward Marshall

A new book exploring the details and challenges faced in creating and managing a family office was...

Family Office
19 October 2021

Single-Family Offices - What Do They Own?

The author of this piece, who has access to a comprehensive database of what SFOs invest in, points...

Asset Management
14 October 2021

Cultural Shifts Driving Alternative Lending Growth

More investors are tuning into direct lending and leasing strategies as a way of gaining steady...

Offshore
12 October 2021

Gulf Jurisdictions Flex VC Muscles, Attract Wealth Inflows

We talk to Apex Fund Services in the Gulf region about what trends it sees playing out in...

Art
7 October 2021

Art's Courtship With Non-Fungible Tokens: The Legal Territory

Art is subjective, designed to test boundaries and spark conversations, and NFTs have undeniably...