News results for Archive

People Moves
23 March 2023

Indosuez Wealth Management Makes Three Senior Appointments

All three hires come with strong CVs and considerable industry experience. ...

M and A
23 March 2023

Deals Of The Day: The Latest In Wealth Management M&A – First Sentier Investors, AlbaCore

The latest M&A deals in wealth and asset management. ...

Asset Management
23 March 2023

It's Safer To Be In Bonds – Franklin Templeton

Bonds have traditionally been seen as a steady source of income for investors, but fixed income was...

Investment Strategies
22 March 2023

Credit Suisse Doesn’t Derail Investment Case For European Financials – GAM

The investment house examines how serious the various bank failures in the US and Switzerland are...

ESG
22 March 2023

Exclusive: Edmond De Rothschild AM Highlights Need To Clarify SFDR Rules

As Edmond de Rothschild Asset Management is poised to launch a new ESG-focused fixed income fund,...

Banking Crisis
22 March 2023

Wipeout Of Credit Suisse's "AT1" Bonds Hits Asset Managers, Stirs Possible Litigation – Media

The Additional Tier 1 bonds were created around the time of the eurozone debt crisis more than a...

Alt Investments
22 March 2023

What's New In Investments, Funds? – Allfunds

The latest news in investment offerings, financial products and other services relative to wealth...

Surveys
22 March 2023

Family Businesses See Biggest Growth Increase In 15 Years – PwC Survey

PwC has released its 11th Global Family Business Survey, entitled Transform to Build Trust,...

WM Market Reports
22 March 2023

New Research: Technology Traps Report

A new report, the latest in a series, examines the pitfalls and problems that face wealth managers...

Banking Crisis
21 March 2023

Investors Digest Credit Suisse Deal; UBS Shares Recover

Markets were initially rattled by the UBS purchase of Credit Suisse, and wondered whether this...

Comment & Analysis results for Archive

Art
9 February 2023

Fine Art Finance – A Change Of Perspective For Your Collection

The international law firm gives a brief tour of the fine art investment landscape, a subject of...

Technology
6 February 2023

An Economic Era Of Data Democratisation?

The author of this article talks about the economic background of inflation and economic...

White Papers
3 February 2023

Achieving Digital Experience Goals With Technology

The author of this article – the second in a series – argues that even in difficult...

Technology
2 February 2023

Where Next For Banks And Digital Assets?

The rout in prices of cryptocurrencies and certain entities last year shook the sector and has left...

Offshore
1 February 2023

Dubai Government Doubles Down In Attracting Onshore, Offshore Wealth

We talk to the government in Dubai – at its economic and tourism department – about its...

Legal
30 January 2023

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....

Fund Management
27 January 2023

Time Up for Reverse Solicitation? Case Study:  Monaco 

This detailed explanation of a practice, and how regulators apply it in jurisdictions such as...

Offshore
25 January 2023

New BVI Act Provides Clarity On Virtual Assets

In December, legislation was introduced in the British Virgin Islands for virtual assets. The...

Company Profiles
11 January 2023

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....

Technology
11 January 2023

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,...