News results for Archive

M and A
4 January 2022

Julius Baer Agrees To Spin Off Zurich-Based Wealth House

The management of the Zurich-based wealth management firm is detaching itself from Julius Baer...

M and A
4 January 2022

HSBC Takes Complete Ownership Of Life Insurance Group

The move fits in with HSBC's wider development of its wealth management proposition in Asia, a...

Statistics
4 January 2022

Central Banks' Hawkish Shift, Omicron Hit Global Investor Mood

The new virus variant and growing realisation that the era of ultra-low interest rates may be...

People Moves
4 January 2022

Summary Of Executive Moves In Global Wealth Management – November 2021

A number of senior figures moved and and were appointed. Among the most eye-catching changes was...

Philanthropy
4 January 2022

WEALTH TALK: Focus On Philanthropy

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Compliance
3 January 2022

Compliance Corner: Mauritius, European Union

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

M and A
3 January 2022

S&P Global, IHS Markit Spin Off Businesses, Prepare Merger

The firms provide much of the data, analytics and research that is used by the wealth management...

M and A
3 January 2022

HSBC's Acquisition Shows India's Allure In Asian Drive

The Asia expansion story may have been dealt a few blows by COVID-19 and rising protectionism, but...

Strategy
24 December 2021

Editorial Comment: Reflections On Another Turbulent Year, Looking Ahead

Some late-December musings about what the year has meant for the industry and thoughts about what...

People Moves
24 December 2021

Julius Baer Nominates Spanish Veteran For Executive Board Election

Long-term board member retires and industry veteran is nominated for election to the board next...

Comment & Analysis results for Archive

Fund Management
19 January 2021

Managers Hone 2021 Investment Opportunities

January is typically when fund managers post where opportunity is knocking in a year expected to...

Legal
4 January 2021

The Tug Of War For Trustees In Divorce

Sadly, the start of this year is likely to be a busy time for solicitors handling marital disputes....

Banking Crisis
24 December 2020

EDITORIAL COMMENT: How The Wealth Sector Fared During Pandemic Year

As we sign off ahead of the holiday, group editor Tom Burroughes looks back at an extraordinary 12...

Emerging Markets
22 December 2020

What Does India Have To Offer Investors In 2021?

As one of the world’s great emerging market economies, how should India figure in the portfolios...

Client Affairs
22 December 2020

WEALTH TALK: Cross-Border Financial Products, Services - Examining The Risks

This is the eighth edition of a video series by this news service in partnership with international...

Wealth Strategies
16 December 2020

WEALTH TALK: Focus On How HNW Investors Position In 2021

In this latest video we take a look at what the industry thinks investors should be doing next year...

Wealth Strategies
15 December 2020

WEALTH TALK: Focus On How HNW Investors Position In 2021

In this latest video we take a look at what the industry thinks investors should be doing next year...

Strategy
14 December 2020

Updated Forward Features Schedule To December 2021

Here is an updated forward features list for our global coverage. The list may be revised on...

Alt Investments
10 December 2020

Prospects Brighten For Growth Businesses After Tough Year

This private investment matchmaker looks at the toll 2020 has taken on early stage businesses and...

Wealth Strategies
9 December 2020

Wealth Managers Position For 2021 Rebound

Wealth managers large and small set out their scenarios, asset allocation calls, hopes and fears...