News, Comment & Analysis results for Archive

Investment Strategies
13 July 2026

Never Mind Wobbles: AI-Related South Korean Stocks Aren't Losing Allure – Wealth Managers

The two major South Korean tech stocks – and significant parts of the country's equity market –...

Awards
10 July 2026

Wealth For Good Awards 2026 - Exploring Winning Strategies In "Acclaim"

Congratulations again to all the worthy winners of these awards. ...

Compliance
10 July 2026

Compliance Corner: Netherlands, ABN AMRO, AML Shortcomings

The latest compliance news: regulatory developments, punishments, guidance, permissions and...

Compliance
10 July 2026

EU's Quest To Unify Financial, Investment Regime Continues To Cause Worries

Luxembourg – home to a multi-trillion euro cross-border funds market, several banks and other...

Surveys
10 July 2026

Affluent, HNW Singaporeans Lead World In Use Of AI In Finance, Investments

Continuing a series of articles about how clients' use of AI puts advisors under pressure to...

M and A
10 July 2026

Quilter Financial Planning Welcomes SRB Financial Planning

The new strategic partner firm brings a strong client base to Quilter along with ambition and the...

People Moves
10 July 2026

Who’s Moving Where In Wealth Management? – EV, Mattioli Woods, Nomura AM, Others

The latest moves and appointments for wealth management roles in the UK, other parts of Europe, the...

Offshore
10 July 2026

Gibraltar Raises Minimum Net Wealth On Residency Applicants, Opens Schengen Access

The changes come about as a new treaty between the UK and European Union takes effect from 15 July,...

People Moves
9 July 2026

Who's Moving Where In Wealth Management? – Citi Wealth, Bank Aston

The latest senior wealth management moves and appointments in the UK, mainland Europe, Middle East...

Compliance
9 July 2026

Authorised And Invisible: What The UK's Mills Review Misses

The UK regulator is looking at how AI is changing retail financial services and other topics...

Comment & Analysis results for Archive

Strategy
15 September 2023

Learning From The UK "De-Banking" Furore – A Modern Bank's Perspective

A new financial services firm that calls itself a "Coutts-Revolut" hybrid reflects on the recent...

Legal
31 August 2023

Learning The Legal Lessons From “Succession”

In this detailed analysis of legal questions generated by the HBO television drama, law firm Squire...

Wealth Strategies
30 August 2023

Taking A "Floating" Approach As Rates Rise

This news service talks to US-based New Mountain Capital about the benefits of holding...

Wealth Strategies
25 August 2023

Inflation, Rising Rates Put Behavioural Finance In The Frame

The discipline within economics known as behavioural finance continues to be important. The market...

White Papers
22 August 2023

Jersey Finance Report On Digital Assets, Crypto-Currencies

A new report, published with the island's financial promotional organisation, sets out the issues...

Investment Strategies
22 August 2023

Value And Growth – Japan’s Promise And Performance

This news service recently talked to a UK-based investment house that concentrates on Japanese...

Technology
21 August 2023

How AI Can Raise Wealth Management Game In The Gulf

With artificial intelligence technology gathering headlines and stirring controversy – and...

Alt Investments
4 August 2023

How "Evergreen" Approach Wins Friends For Private Markets

There appears to be something of a trend towards "perpetual" or "evergreen" fund structures that...

Philanthropy
25 July 2023

Bringing Great Eye Vision To The Poor – A Hong Kong Philanthropist's Tale

Chen’s philanthropy journey throws light on an important aspect of charity that can be...

Company Profiles
10 July 2023

Private Investigation Sector Never Busier As Risks Proliferate

Whether it is cyber hackers, corrupt staff, kidnappers or vengeful former spouses, there's plenty...