News, Comment & Analysis results for Archive
Germany's Berenberg Unveils Partners' Shareholding Changes
Among other details, the German bank said it is changing its legal form to develop its future...
Wealthy Entrepreneurs Plan $367 Billion AI Spend – HSBC Survey
Most high net worth business owners plan to increase AI investment over the next year; as a result...
US Wealth Management M&A Slows In Q3, Advisors Delay Sales
A measure of US registered advisor deals in the third quarter of this year shows a decline, with...
Changes At Top In Asia For Prudential’s Businesses
A former figure at Citi Private Bank will link Prudential's life insurance businesses with its...
Who’s Moving Where In Wealth Management? – Dubai Financial Services Authority, Oakglen Wealth
The latest moves and appointments for wealth management roles in the UK, and other parts of Europe,...
Corient Continues Acquisition Drive With Cayman Islands Deal
Just when readers thought that Corient might be taking a rest from its acquisition drive, along...
Resurgent Hong Kong Sets Out Five-Year Growth Plan – Reactions
Wealth managers and banks appear to have been broadly supportive of a new policy programme for Hong...
Switzerland's Upper House Backs Capital Rule On UBS's Foreign Units; Arguments Continue
At issue is what sort of capital should UBS put aside in the event that its non-Swiss units are hit...
India's 360 ONE Names New Chief Executive
The new CEO has worked at Jeffries, CLSA and Merrill Lynch. ...
Private Markets Powerhouse Opens Abu Dhabi Office, Makes Appointments
The firm, which is based in Sweden and operates in 25 countries, sees continued expansion potential...
Comment & Analysis results for Archive
Dubai Government Doubles Down In Attracting Onshore, Offshore Wealth
We talk to the government in Dubai – at its economic and tourism department – about its...
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....
New BVI Act Provides Clarity On Virtual Assets
In December, legislation was introduced in the British Virgin Islands for virtual assets. The...
Exclusive: Wealth Management 2.0 – The Big Opportunity That Only Technology Can Deliver
Camille Vial, who is the CEO of Mirabaud, the Swiss private bank, and Max Chuard, CEO of Temenos,...
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....
Emerging Markets In 2023: Short-Term Pain Before Long-Term Gains
LGT Wealth Management joins the chorus of firms talking about investment issues and challenges at...
Focus On Investment Opportunities In India – Lombard Odier
Stéphane Monier, chief investment officer at Swiss private bank Lombard Odier in Geneva, discusses...
The Power Of Nuptial Agreements In English Courts
As the authors of this article explain, nuptial agreements are not automatically binding in the...
Editorial Comment: Danske's Dirty Money Settlement Shows Complacency Isn't An Option
We reflect on how, at the end of 2022, US and Danish regulators imposed a $2.06 billion settlement...
Asset Allocation For Philanthropists Gets Tough
Rising inflation, falling stock markets, pleas for help and donors' own financial constraints mean...