News results for Archive

New Products
25 November 2022

Hex Trust Receives MVP Licence

Hex Trust, a licensed and insured provider of bank-grade custody and associated services for...

People Moves
25 November 2022

Who’s Moving Where In Wealth Management? – Praxis, Amati Global

The latest moves and appointments in wealth management roles in the UK, the rest of Europe, the...

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...

Investment Strategies
25 November 2022

Direct Investing And Specialised Fundraising Rounds Attract Family Office Clients – Stonehage Fleming

The UK-based multi-family office recently discussed direct investing – a hot trend in the sector...

M and A
24 November 2022

Romanzina Named CEO Of Vontobel Swiss Wealth Advisors

Jacqueline Hess has been appointed as vice chair of the board of directors of the new Vontobel...

Wealth Strategies
24 November 2022

Deutsche Bank Outlines 2023 Global Outlook

Deutsche Bank Private Bank’s global chief investment officer Christian Nolting and Zeynep Ozturk,...

Fund Management
24 November 2022

Top Stock Picks – Quaero Capital

As investors face increasingly volatile markets, high inflation rates and geopolitical tensions, an...

Financial Results
24 November 2022

Credit Suisse Says Net Outflows Have "Reduced Substantially"

The Swiss banking group updated markets about progress in reviving its fortunes, including giving...

Uncategorised
24 November 2022

Public Registers Of Beneficial Ownership Violate Human Rights – EU Court

The Court of Justice of the EU has stated that it is invalid to use public registers of beneficial...

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...

Comment & Analysis results for Archive

Investment Strategies
9 November 2022

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...

Fund Management
8 November 2022

Focus On Long-Term Investment Opportunities – Baillie Gifford

Faced with soaring inflation, rising interest rates and geopolitical conflicts, investment managers...

Family Office
7 November 2022

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...

Offshore
4 November 2022

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...

Compliance
2 November 2022

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...

Legal
1 November 2022

International Surrogacy Developments: Financial Impact On Families

The author argues that as more people resume foreign travel, with many doing so to consider...

Compliance
27 October 2022

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...

Company Profiles
27 October 2022

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...

WM Market Reports
26 October 2022

New Research: An Update On Family Office Efficiency In Accounting, Investment Analysis

This news service is joining forces again with FundCount to examine how technology is making family...

Company Profiles
18 October 2022

Shining A Light On Risk, Returns With Performance Watcher

We talk to Performance Watcher by IBO, a Swiss organisation that uses an open-source model to...