News, Comment & Analysis results for Archive
Who’s Moving Where In Wealth Management? – Aberdeen Investments, Ruffer, Suntera
The latest moves and appointments for wealth management roles in the UK, and other parts of Europe,...
UBS Urges Swiss Lawmakers To Adopt Compromise Capital Requirement
Legislators want to balance protecting taxpayers from a future banking crisis against the bank's...
Addepar Expands European Footprint With Poland Office
The new office, in Warsaw, will support activity such as global research and development, client...
Chinese Owners Reportedly Start Sale Plans For Banque Internationale à Luxembourg
Legend Holdings bought the Luxembourg-headquartered bank, founded in the mid-19th century, a decade...
Vontobel Names Insurance Solutions Head
Insurance remains an important part of the wealth management and private client solutions toolkit. ...
What's New In Investments, Funds? – Russell Investments, Unio Wealth Management, FE fundinfo, Others
The latest news in investment offerings, financial products and other services relevant to wealth...
IQ-EQ Makes Senior Asia-Pacific, Middle East Appointment
In the wake of a rebrand of its Asia-based business, and planned management change, the group has...
Titan Wealth International Expands UAE Operations With 11-Person Team
Titan Wealth, formed in London, has announced a major expansion to its business in the Gulf. ...
UK Investment House, Business Families Target Cambodia's Market Potential
The development speaks to how the Southeast Asian nation, while facing a number of challenges, is...
Departing SBA Chairman Warns On Balancing Swiss Capital Rules, Competition
One of the big names in Swiss banking, who is standing down from the Alpine state's banking...
Comment & Analysis results for Archive
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...
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...
Cash-Rich Firms Can Tap M&A Opportunities As Rates Rise
Companies with plenty of cash stand to benefit from the M&A opportunities that can be thrown up in...
Focus On Long-Term Investment Opportunities – Baillie Gifford
Faced with soaring inflation, rising interest rates and geopolitical conflicts, investment managers...
EXCLUSIVE: LNG – A Growth Driver For Three Groups Of Single Family Offices
Demand for liquified natural gas, aka LNG, is high amidst a global energy crisis, magnified by...
A Wide Set Of Wealth, Business Tools In Jersey: In Conversation With Stonehage Fleming
What sort of structures and entities do clients coming to Jersey want to use? What sort of...
10 Years On From HSBC's AML Saga – What Has Changed?
The author of this article claims that there has been little improvement in AML controls in much of...
International Surrogacy Developments: Financial Impact On Families
The author argues that as more people resume foreign travel, with many doing so to consider...
Using Tech To Achieve Wealth Management Edge – In Conversation With InvestCloud
Finding new clients, attracting and keeping them requires a range of qualities, and intelligent use...
The Pandora Papers One Year On: Lessons Learned And To Learn
Today, the idea appears to grow that holding wealth is something deserving of opprobrium. The more...