News, Comment & Analysis results for Archive
Family Office Former CEO Joins Westwick Partners
The new partner’s experience of working inside family offices gives him the insights to help work...
UK Wealth Sector Assets Rise But Details Show Industry Faces Tough Pressures – BWC Benchmarking
While some numbers show that assets and revenues are rising, it also points to margin pressures,...
How Do Affluent, HNW Investors View AI? – HSBC Provides Some Answers
The bank has spoken to thousands of investors about the role that AI plays and will perform in...
Who’s Moving Where In Wealth Management? – Aberdeen Investments, Ruffer, Suntera
The latest moves and appointments for wealth management roles in the UK, and other parts of Europe,...
UBS Urges Swiss Lawmakers To Adopt Compromise Capital Requirement
Legislators want to balance protecting taxpayers from a future banking crisis against the bank's...
Addepar Expands European Footprint With Poland Office
The new office, in Warsaw, will support activity such as global research and development, client...
Chinese Owners Reportedly Start Sale Plans For Banque Internationale à Luxembourg
Legend Holdings bought the Luxembourg-headquartered bank, founded in the mid-19th century, a decade...
Vontobel Names Insurance Solutions Head
Insurance remains an important part of the wealth management and private client solutions toolkit. ...
What's New In Investments, Funds? – Russell Investments, Unio Wealth Management, FE fundinfo, Others
The latest news in investment offerings, financial products and other services relevant to wealth...
IQ-EQ Makes Senior Asia-Pacific, Middle East Appointment
In the wake of a rebrand of its Asia-based business, and planned management change, the group has...
Comment & Analysis results for Archive
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...
Focus On Ireland As A Growing Financial Hub
Michael D’Arcy, former Irish minister of state at the department of finance, discusses the...
Research: Tech & Ops Wealth Trends In Wealth Management 2023
The 26-page report examines the issues and concerns affecting the shape of technology and...
Sparing No One: Cross-Border Taxation of Globally Mobile Individuals – Part 2
This article continues to examine – via the circumstances of Prince Harry and Meghan, the...