News, Comment & Analysis results for Archive
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...
Quilter Financial Planning Welcomes SRB Financial Planning
The new strategic partner firm brings a strong client base to Quilter along with ambition and the...
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...
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,...
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...
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...
Compliance Corner: Dubai Regulators Eye Revamp To Collective Funds Regime
The latest compliance news: regulatory developments, punishments, guidance, permissions and...
If Armed With More Insight, Asia-Based HNW Women Would Raise Alternatives Exposure – Survey
Asia's high net worth women are eager for education about alternative investments, a survey says. ...
Barclays In Singapore Names NRI Head For Private Bank
The newly-appointed figure will lead the continuing expansion of its NRI franchise in the APAC...
Zurich Ranked Second In Top Ten Most Expensive Cities In 2026, After Singapore – Julius Baer
Swiss private bank Julius Baer has published its Global Wealth and Lifestyle Report 2026, delving...
Comment & Analysis results for Archive
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...
Learning The Legal Lessons From “Succession”
In this detailed analysis of legal questions generated by the HBO television drama, law firm Squire...
Taking A "Floating" Approach As Rates Rise
This news service talks to US-based New Mountain Capital about the benefits of holding...
Inflation, Rising Rates Put Behavioural Finance In The Frame
The discipline within economics known as behavioural finance continues to be important. The market...
Jersey Finance Report On Digital Assets, Crypto-Currencies
A new report, published with the island's financial promotional organisation, sets out the issues...
Value And Growth – Japan’s Promise And Performance
This news service recently talked to a UK-based investment house that concentrates on Japanese...
How AI Can Raise Wealth Management Game In The Gulf
With artificial intelligence technology gathering headlines and stirring controversy – and...
How "Evergreen" Approach Wins Friends For Private Markets
There appears to be something of a trend towards "perpetual" or "evergreen" fund structures that...
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...
Private Investigation Sector Never Busier As Risks Proliferate
Whether it is cyber hackers, corrupt staff, kidnappers or vengeful former spouses, there's plenty...