News, Comment & Analysis results for Archive

Technology
2 July 2024

Digital Digest: The Latest Tech News – Schroders Capital, SS&C, Marlborough

The latest technology news in the wealth management sector from around the world. ...

Awards
2 July 2024

Nominations Open For Fifth Annual WealthBriefing Swiss External Asset Management Awards 2025

Nominations have opened for our Swiss external asset managers awards programme, the results of...

Technology
1 July 2024

AI-Focused Equities To Stay Supported, Despite Tech-Led Volatility – UBS

After the recent tech-led volatility, Mark Haefele, UBS Global Wealth Management chief investment...

Compliance
1 July 2024

Compliance Corner: Court Reverses Licence Ban On Lithuanian Fintech

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

Strategy
1 July 2024

UBS Targets Unprofitable GWM Clients – Media

As UBS works to integrate Credit Suisse and examine the book of business, a media story focused on...

Investment Strategies
1 July 2024

UK & EU Elections: Spotlight On Investment Opportunities

With a change of UK government becoming increasingly likely and with elections in the EU, and...

Strategy
1 July 2024

HSBC Goes High-Tech In Pursuit Of HNW Indian Clients – Report

HSBC revolves around the India hub called GIFT City, a low-tax centre that in some ways is trying...

People Moves
1 July 2024

UBS Optimus Foundation Head To Lead Roger Federer's Charity

The Optimus Foundation, founded in the late 1990s by UBS, focuses on social and environmental...

Company Profiles
1 July 2024

Lombard Odier Says Its Stability, Closeness To Clients Will Win In Gulf

We talk to the MENA International head and senior executive officer at the Geneva-headquartered...

Strategy
28 June 2024

UBS Reshapes Wealth Business

A month ago, UBS unveiled top-level management changes. Now, the bank is putting more...

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...