News, Comment & Analysis results for Archive

Fund Management
28 February 2025

St James’s Place Hands Multi-Asset Mandate To Royal London Asset Management

UK wealth manager St James's Place, which has more than £190.2 billion ($240.5 billion) funds...

Financial Results
27 February 2025

Rathbones Pre-Tax Profits Up In 2024

Rathbones, a UK provider of investment management services for individuals, charities and...

Technology
27 February 2025

Wealth Managers Are Just Starting To Grasp AI's Value; Efficiency Is Big Driver – Avaloq

Wealth management firms and advisors are still in the early stages of adopting AI. Various...

M and A
27 February 2025

Dow Jones Adds Geopolitics, Macroeconomics Expertise

The transaction is taking place when unsettled global affairs, and the effect of new technology,...

People Moves
27 February 2025

Schroders Names New Wealth Management CEO

The firm said the new senior hire has the necessary skills – extensive experience, strong...

ESG
27 February 2025

The ESG Phenomenon: MainStreet Partners

The latest developments in the ESG space. ...

Surveys
26 February 2025

Wealth Managers Lag Behind Clients' Communications Needs – Avaloq Survey

Among some of the most eye-catching findings was that almost half of those wealth managers surveyed...

Surveys
26 February 2025

Global Investors Bullish On Fixed Income Hedge Funds – Survey

RBC BlueBay Asset Management has released a report entitled “Shifting Strategies: How...

New Products
26 February 2025

What’s New In Investments, Funds? – Schroders Greencoat, Firenze, Monument Bank, William Blair, Others

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

Compliance
26 February 2025

Compliance Corner: Vistra, Luxembourg-Based Kroll Management Company Merge

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

Comment & Analysis results for Archive

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...

Art
9 February 2023

Fine Art Finance – A Change Of Perspective For Your Collection

The international law firm gives a brief tour of the fine art investment landscape, a subject of...

Technology
6 February 2023

An Economic Era Of Data Democratisation?

The author of this article talks about the economic background of inflation and economic...

White Papers
3 February 2023

Achieving Digital Experience Goals With Technology

The author of this article – the second in a series – argues that even in difficult...

Technology
2 February 2023

Where Next For Banks And Digital Assets?

The rout in prices of cryptocurrencies and certain entities last year shook the sector and has left...

Offshore
1 February 2023

Dubai Government Doubles Down In Attracting Onshore, Offshore Wealth

We talk to the government in Dubai – at its economic and tourism department – about its...

Legal
30 January 2023

How Can HNW Individuals Benefit From Litigation Funding Boom?

Litigation funding is an area that can make headlines when a major court case hits the headlines....

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....