News, Comment & Analysis results for Archive
Pre-Tax Operating Loss Narrows Sharply At Close Brothers In 2026 Financial Year
The UK banking and financial services group has sold off parts of its business and made other...
UK's Liontrust Agrees To Buy Hawksmoor Businesses
The Hawksmoor businesses are profitable and will immediately add to Liontrust's earnings. ...
France's RockFi Accelerates Wealth Management Growth With Senior Hire
RockFi, a French private wealth management fintech, supports over 1,500 families and aims to reach...
What’s New In Investments, Funds? – Fidelity International, Schroders, Vontobel, Others
The latest news in investment offerings, financial products and other services relevant to wealth...
EXCLUSIVE: Franklin Templeton Focuses On German, Spanish Bonds Amidst Political Noise
David Zahn at California-headquartered investment manager Franklin Templeton shares his insights on...
Who's Moving Where In Wealth Management? – Redmayne Bentley, Broadridge
The latest moves and appointments for wealth management roles in the UK, and other parts of Europe,...
The Sustainability Phenomenon: Crédit Agricole
The latest developments in the sustainability space. ...
Jersey Financial Sector Shines
With total funds business in Jersey valued at $799.2 billion, the jurisdiction is continuing to...
UK Taxpayers Telling HMRC Of Departure Rise Almost 33 Per Cent
Data in the UK shows that more taxpayers informed revenue authorities that they intended to leave...
Carlyle Adds Family Office-Focused Executives In London, San Francisco
Carlyle thinks the addressable family office market has total assets of $5 trillion, and the firm...
Comment & Analysis results for Archive
One Year On From CJEU Ruling Vs Public Registers Of Beneficial Ownership
An organisation working in the field of compliance and regulation argues that last year's European...
New Report: How Wealth Ecosystem, Healthcare Interact
The boundaries between health and wealth increasingly intersect and a new report from China's Hywin...
Banking In Turbulent Times – In Conversation With Arbuthnot Latham
This publication recently sat down with Arbuthnot Latham, the venerable UK private banking group...
Can Rapid Account-Opening Coexist Alongside Heightened Compliance?
The approach that banks and other wealth management industry players take towards handling...
How Blending Philanthropy, Investment Creates "Win-Wins" – Pictet
This news service recently spoke to a senior Pictet figure about the work it does on...
"Greenwashing" Controversies Focus Minds On What Investors Own
This news service talks to the MFO – born from a series of corporate mergers and acquisitions –...
FINMA's Cryptocurrency Stance Makes Swiss Industry Nervous
Switzerland has made waves in the world of cryptos and digital assets. Its "crypto valley" in Zug...
EXCLUSIVE: A Walk Around Germany's Single-Family Offices Sector – Part 2
In part one of this two-part feature, this publication talked to German banks about their work with...
EXCLUSIVE: A Walk Around Germany's Single-Family Offices Sector – Part 1
As it is high time that this news service took a deep dive into the German single-family offices...
UK's Oakley Capital Stays Nimble As Rates Affect Private Markets
After a decade or more of being told that private market investing was a hot area, drawing in...