News, Comment & Analysis results for Archive

Investment Strategies
25 June 2024

OPINION OF THE WEEK: Rates Aren't Dropping To Pre-Pandemic Levels – And That's Good

For a whole range of reasons, going back to the rate levels that existed before the Covid calamity...

People Moves
25 June 2024

Who’s Moving Where In Wealth Management? – First Sentier Investors, Rathbones AM, Others

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

M and A
25 June 2024

Merger-Enlarged TrustQuay Has Brand Makeover

The expanded firm has more than 600 international firms as clients. ...

People Moves
25 June 2024

Brooks Macdonald Names New CEO

The move comes after the current CEO decided to retire after 22 years with the group. ...

Alt Investments
24 June 2024

Emerging Market Hedge Fund Gains Accelerate Through May – HFR

Among other figures, data showed that assets under management in the emerging market hedge fund...

M and A
24 June 2024

ABN AMRO Eyes Another German Private Bank Purchase – Media

Europe's largest economy is an important wealth sector, and several banking groups see it as a...

New Products
24 June 2024

What’s New In Investments, Funds? – Invesco

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

Tax
24 June 2024

UK Inheritance Tax Receipts Keep Rising – Reactions

Wealth managers react to latest figures from HM Revenue and Customs, showing another rise on the...

People Moves
24 June 2024

Indosuez WM Names New Hong Kong Branch Chief Executive

The new CEO, who will be taking up the role from the beginning of September, has been at the...

Company Profiles
24 June 2024

BNY Pershing Sets Out EMEA Revenue Ambitions

The wealth management sector is evolving, and the US-headquartered firm, with operations in regions...

Comment & Analysis results for Archive

Art
2 December 2022

Fractions Of Fine Art – In Conversation With Mintus

The $65 billion-plus fine art market hasn't been an easy one to penetrate for those who aren't...

Client Affairs
1 December 2022

HNW Individuals' Public Profiles Risk Reputation Threats

Social media and the constant flow of news puts HNW people under intense scrutiny. Here is an...

Compliance
1 December 2022

The FTX Collapse: The Lessons

The author of this article argues that the failures with FTX are little to do with regulation or...

Legal
30 November 2022

Invisible Contracts When Moving In With A Partner

Couples choosing to cohabit should consider documenting their intentions in relation to their...

Compliance
29 November 2022

The FTX Collapse: The Lessons

The author of this article argues that the failures with FTX are little to do with regulation or...

Compliance
29 November 2022

Digital Asset Market Becomes Fraudsters' Playground

The author of this article says that a lack of effective regulation, combined with an audience...

Technology
28 November 2022

The FTX Collapse: When Mistruths Over Rules, Risk And Impact Spread

ESG investors and boosters should learn from the FTX collapse, for instance what happens if certain...

Company Profiles
25 November 2022

Standard Chartered's Advisory Strengths Tapped In Testing Times

This news service continues to profile organisations making an impact in the Channel Islands of...

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...