News, Comment & Analysis results for Archive
OECD Scolds US On Beneficial Ownership; Ratings Cut Unlikely – Lawyer
A prominent Swiss lawyer points to a recent OECD report on how dozens of jurisdictions perform...
Pacific Asset Management Acquires Asset Value Investors
The acquisition reflects Pacific's commitment to investing in high-quality specialist investment...
UK Ranks Behind Singapore, US, UAE In New Wealth Management Index
Avaloq, a tech provider to private banks such as HSBC, Deutsche Bank, Barclays and Edmond de...
Who’s Moving Where In Wealth Management? – Alltrust, Hawksford, Aventur
The latest moves and appointments for wealth management roles in the UK, other parts of Europe, the...
HSBC Pre-Tax Profit Rises 23 Per Cent In H1 2026; Wealth Arm Helps Higher Income
The UK/Hong Kong-listed group reported a broadly positive set of results today. The lender said a...
Lombard Lending Disruptor Secures Another UK Partner
Otherwise known as Lombard lending, the business says it is disrupting the way that asset-backed...
Liechtenstein Beneficial Ownership Register Hit By Cyber Attack
After copies of data relating to 31,000 legal entities were unlawfully taken, the register has been...
Ocorian's Middle East Group Names Commercial Director
The newly-appointed figure will lead growth for Ocorian's private client business across the Middle...
Wealth Managers Weigh In On Central Banks' Rate Pause
After major central banks, the Bank of Japan, the Bank of England, the European Central Bank and...
Volatile Markets Demonstrate Active Management's Value, Wealth Managers Say
We look at the example of the high market volatility in an Asian country's equity markets, and...
Comment & Analysis results for Archive
"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...
Sparing No One: Cross-Border Taxation of Globally Mobile Individuals - Part 1
This is the first of a highly detailed examination of cross-border tax issues for individuals...
How Hedge Fund Investors Keep Composed In Volatile World
This news service talks to Sussex Partners, a UK-based business that advises institutions about...