News, Comment & Analysis results for Archive
EXCLUSIVE: ING Stays Positive On US, European Equities; Digital Capabilities
Anneka Treon, global head of Private Banking, Wealth Management and Investments at...
What's New In Investments, Funds? – Ascot Lloyd, Bordier
The latest news in investment offerings, financial products and other services relevant to wealth...
UK Vows Further Squeeze On Dirty Money
In a wide-ranging document setting out proposals, and reiterating why the fight against dirty money...
Blend Of High-Growth Tech, Defensives Makes Sense For 2026 – Wealth Managers
A common theme appears to be a need for diversification across sectors. ...
Forsters Opens Abu Dhabi Base, Focuses On Private Wealth
As regularly noted here, the law firm's expansion into the Gulf region is part of a wider trend of...
Investors Press "Pause" On Risk In Nervous November – State Street
Political dramas in Washington, concerns about valuations of AI-linked tech stocks and a shift from...
FAB, Amundi Expand Investment Solutions Across Gulf
Along with many other firms that have been increasing their presence in Dubai and neighbouring Abu...
Edmond De Rothschild Seeks To Wow Nautical World – Again
The private banking dynasty's enthusiasm for such yachts goes back to 1875. Also, in current garb,...
Who’s Moving Where In Wealth Management? – Morgan Lewis, Fidelity International, Others
The latest moves and appointments for wealth management roles in the UK, other parts of Europe, the...
AML Systems Gradually Improve, Big Challenges Remain
The report on the Basel AML Index calls for a shared reimagining of the fight against financial...
Comment & Analysis results for Archive
Transparency International – The Latest Lessons For Wealth Managers
Transparency International's recently-published Corruption Perceptions Index, used by compliance...
Wealth Asset Allocators: We Need To Talk About Defence
With geopolitical shifts of the magnitude of the US stance on Ukraine, Russia and other events...
Private Banks' Onboarding Limitations Revealed – And How To Fix Them
Client onboarding in private banking is riddled with inefficiencies – not just for high-risk...
The Soaring Trend Of AI "Co-Pilots" In Wealth Management
We hear much commentary today about the use of AI "co-pilots" in financial services. What do they...
A Fund For All Seasons: Mixing Investment Styles At UK's Nutshell
A City financial trading background, added to a disciplined investment mindset, appears to be...
Private Aviation's Investment Allure Weathers Turbulent Times
Rising wealth, discontent with the irritations of routine commercial flights, and the desire to...
2025 Private Credit Predictions: An Expert Perspective
A 26-year veteran of the alternative investments sphere – including private credit – explains...
The Bahamas: A Complete and Compelling Choice 2024
This publication carries a spread of articles and insights about the Caribbean jurisdiction. ...
US Equities, Dollar Delivers Ringing Endorsement Of Trump. What Now? – WELREX - Part 2
We publish the second part of this analysis which examines the implications of the US presidential...
US Equities And Dollar Have Delivered Ringing Endorsement Of Trump. What Now? – WELREX - Part 1
The first in a two-part detailed analysis about what the financial markets could do in the next...