News, Comment & Analysis results for Archive
Who’s Moving Where In Wealth Management? – L&G, Caledonia
The latest moves and appointments for wealth management roles in the UK, and other parts of Europe,...
Family Offices Push Further Into AI, Fret Over Geopolitics – JP Morgan
The private banking arm of the US group surveyed 125 of what it called international family offices...
Argentina Joins The Golden Visa Trend
Argentina continues to signal its pro-free market credentials under its existing government by...
UK’s Rathbones, US-Based Capital Group Secure Key Market Licences
Yesterday was a day when two substantial organisations in the wealth sector, Rathbones and Capital...
Switzerland's Targa 5 Advisors Adds Banker For Latin America Growth
The Geneva-based independent wealth manager has recruited a former Banque Audi banker as it...
UK-Based Capel Asset Management Launched
The firm specialises in the area known as liquid alternatives; these offer a way for investors to...
HSBC Plans Large UK Wealth Management Job Cuts – Media
The report said the changes are part of a wider drive to embed AI in the organisation. ...
Russell Investments Names New Head Of Middle East
The firm said the new head is joining at an important and exciting time for the business as it...
EXCLUSIVE: Investec Opens Doors To Real Estate Strategy
The firm said it was always planning to enable third-party investors, such as wealth managers, to...
Sweden's SEB Says CEO, President Has Resigned For Personal, Family Reasons
The Swedish bank has a substantial private wealth management and family office business in the...
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...