News, Comment & Analysis results for Archive
Who’s Moving Where In Wealth Management? – Alltrust, Hawksford, Aventur
The latest moves and appointments for wealth management roles in the UK, other parts of Europe, the...
HSBC Pre-Tax Profit Rises 23 Per Cent In H1 2026; Wealth Arm Helps Higher Income
The UK/Hong Kong-listed group reported a broadly positive set of results today. The lender said a...
Lombard Lending Disruptor Secures Another UK Partner
Otherwise known as Lombard lending, the business says it is disrupting the way that asset-backed...
Liechtenstein Beneficial Ownership Register Hit By Cyber Attack
After copies of data relating to 31,000 legal entities were unlawfully taken, the register has been...
Ocorian's Middle East Group Names Commercial Director
The newly-appointed figure will lead growth for Ocorian's private client business across the Middle...
Wealth Managers Weigh In On Central Banks' Rate Pause
After major central banks, the Bank of Japan, the Bank of England, the European Central Bank and...
Volatile Markets Demonstrate Active Management's Value, Wealth Managers Say
We look at the example of the high market volatility in an Asian country's equity markets, and...
Lombard Odier Bolsters Turkey Business, Hires Ex-UBS Figure
As the potential of the Turkish wealth management market grows, the Swiss private bank is...
ABN AMRO Completes €875 Million Dutch Bank Merger
The merger, which appears not to cover areas such as wealth management, covers markets in the...
Family Offices Increasingly Turn To Third-Party Specialists – Survey
Research among family offices managing a combined $119.37 billion found that a clear majority...
Comment & Analysis results for Archive
Why Residency/Citizenship-By-Investment Visas Aren't Going Away
This news service speaks to a business that has offices in a number of jurisdictions – including...
Welrex Says Business Model Taps Need For Change
A new UK-based digital investment management platform for relationship managers, encompassing B2B...
GCC Countries’ Economic Dynamism Attracts Investors And Wealth
In the first of a series of articles, we look at trends in the GCC region's wealth management...
Tech Traps Wealth Managers Must Avoid 2023
The latest edition of our regular "Tech Traps" reports. ...
Developments In Private Bank RegTech – Views From The Experts
Regulatory technology – software that a private bank has to use in order to produce information...
In Tough Times, Private Market Secondaries Can Shine
The venture capital, private equity and other parts of the "private markets" space have been jolted...
Exclusive: Biotech Sector To Take Off In 2023
Swiss-based BB Biotech’s head investment manager, Daniel Koller, talks to this news publication...
Comgest's Mood Brightens For Europe, Asia Investments
After a strong start to global stock markets, Franz Weis chief investment officer at Comgest, a...
The Squeeze On Investment Visas – What Should Happen Now?
With these programmes, the subject of this interview says, the benefit is not just in the initial...
Challenges For Multi-Generational Families Over Succession
A take-home point from this article is that for multi-generational family firms to navigate...