News, Comment & Analysis results for Archive
The UHNW Institute's "Table Stakes" Framework Explained
This news service met with the UHNW Institute recently to discuss how an important new framework...
BNP Paribas Expands With Nordic Region Wealth Business
The Paris-headquartered bank cited data showing that a growing number of ultra-HNW individuals are...
Nuveen Completes Schroders Purchase
Over the next 12 to 18 months, Schroders will continue to operate separately within Nuveen, the...
Who’s Moving Where In Wealth Management? – RBC BlueBay AM, Lincoln International
The latest moves and appointments for wealth management roles in the UK, and other parts of Europe,...
EXCLUSIVE: Carmignac Positive On Tech-Driven Emerging Markets
This news service visited wealth managers in Paris last week to discuss their wealth and asset...
Global IPO Proceeds Hit Record, Listing Numbers Drop – EY
Initial public offerings are important liquidity events that wealth managers track. Latest figures...
Europeans Don’t Explain Private Market Offerings Clearly; Swiss Banks Outperform
A study of 30 UK and other European wealth managers and private banks finds that most have built...
Confidence Down Amongst UK Wealthy, Driven By Fears Over Tax, Wealth Policies – Saltus Wealth Index
Confidence among UK high net worth individuals (HNWIs) has fallen further over the last six months,...
Who’s Moving Where In Wealth Management? – Canaccord Wealth, Berenberg, W1M
The latest moves and appointments for wealth management roles in the UK, and other parts of Europe,...
Stonegate Capital Names New Chief Financial Officer
The new CFO brings close to 20 years of experience of working family office, corporate finance...
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...