News, Comment & Analysis results for Archive

Compliance
19 July 2024

UK Calls Financial Firms To Treat PEPs Fairly After 2023 Debanking Storm

The FCA wants financial firms to be careful about the way they handle politically esposed persons....

People Moves
19 July 2024

Indosuez WM Boosts UAE Team, Launches EAM Services

The firm, which has been present in the UAE for nearly 50 years, is following a line of other...

Technology
19 July 2024

Start Spreading The News: UBS Widens Access To MyWay

The Zurich-based bank, in the process of bedding down its integration of Credit Suisse, is enabling...

Asset Management
19 July 2024

Zurich-Listed GAM Forges Hong Kong Investments Alliance

GAM has been working to spin off what it sees as non-core business, trim costs and focus on ways of...

People Moves
19 July 2024

Standard Chartered Private Bank Makes Raft Of Singapore, Hong Kong And UAE Appointments

The past few weeks have been busy in terms of hires for the UK-listed banking group. ...

People Moves
19 July 2024

Summary Of Moves In The World's Wealth Management Sector – April 2024

A roundup of moves in the global wealth management industry during April. ...

People Moves
19 July 2024

Who's Moving Where In Wealth Management? – Sparrows Capital, Ocorian, Nuveen, Others

The latest moves, appointments and personnel changes in wealth management for the UK, rest of...

Tax
18 July 2024

UK's New Government Pushes On With Private School VAT Move – Reactions

The new government is pushing ahead with its drive to impose value-added tax, aka sales tax, on the...

Technology
18 July 2024

Wealth-Focused AI Innovation Platform Pushes Into India

TIFIN, a firm backed by JP Morgan, SEI and a range of financial firms, is taking aim at the...

People Moves
18 July 2024

LGT Wealth Management Targets Manchester

LGT Wealth Management, part of the LGT Group, a private banking and asset management group...

Comment & Analysis results for Archive

Offshore
1 July 2024

The Bahamas: A Complete And Compelling Choice – Part 1

The document has been put together by the Caribbean jurisdiction's financial services sector...

Wealth Strategies
1 July 2024

Proteomics: A New Frontier In Innovative Health Investing

A UK-based investment boutique, which puts innovation at the heart of how it chooses stocks, talks...

Strategy
26 June 2024

The Good, The Difficult And The Stable – What Headhunters See Around The World

We talk to wealth management headhunters in North America, Europe, Middle East and Asia about what...

Real Estate
26 June 2024

As HNW Individuals Seek Options, An Adriatic Resort Prepares

Luxury resorts based in low-tax jurisdictions have been around for decades; given the winds of...

Alt Investments
4 June 2024

An Expert Sparring Partner For Wealthy Investors In Alternatives

A Germany-headquartered multi-family office, which won a capital market licence earlier this year,...

M and A
29 May 2024

Swiss Bank Consolidation Chatter Shows How Scale Dominates Thinking

Regardless of the truth of specific rumours and media stories, the idea that more Swiss banks might...

Technology
14 May 2024

Exclusive: FIS Focuses On AI’s Wealth Management Role

Russell Andrews, head of wealth and asset management EMEA, capital markets at Florida-headquartered...

ESG
9 May 2024

EXCLUSIVE: Spotlight On Regenerative Agriculture, Forestry – SLM Partners

Paul McMahon, a co-founder and managing partner of asset manager SLM Partners, discusses why there...

Offshore
17 April 2024

How Citizenship/Residency-By Investment Programmes Evolved - And What's Next

A marker for globalisation and the degree of unfettered movement that people enjoy, the market for...

Investment Strategies
5 March 2024

Managing Autocracy Risk Is Big Wealth Protector

A quick perusal of news headlines underscores why the risk of holding firms exposed to...