News, Comment & Analysis results for Archive
Who’s Moving Where In Wealth Management? – The Openwork Partnership, Corker Binning, Others
The latest moves and appointments for wealth management roles in the UK, other parts of Europe, the...
Take A Walk Down The Wealth Corridor
A term that arises in discussions about banks' and wealth managers' geographic strategy is the...
What’s New In Investments, Funds? – Columbia Threadneedle Investments, Morgan Stanley IM
The latest news in investment offerings, financial products and other services relevant to wealth...
Bitcoin Will Not Go Away While Fiat Currency Systems Are Stressed – Conference
A recent SALT conference in London debated the world of cryptocurrencies, digital assets,...
Multi-Generational Family Leadership In The Spotlight At UK's Cambridge
The one-week programme in Cambridge gives families the tools to handle volatile times, shape their...
Swiss Banks Eye GDP Boost After Tariff Deal
As their home country achieved a large cut to US tariffs, two of the Alpine's states largest banks...
UK Puts Financial Education In Classrooms – Wealth Managers React
When even those at the top of the wealth spectrum are said to have a poor understanding of...
UBS Names Head Of Its New Abu Dhabi Office
A number of firms have recently set up shop in Dubai and neighbouring Abu Dhabi, seeking to ride a...
Lighthouse Canton Builds In-House Investment Engine
The organisation, which has been building an international reach, says developing its own...
Amundi Agrees New Five-Year Pact With Societe Generale
Societe Generale has been involved with the asset management house since entering a venture with a...
Comment & Analysis results for Archive
New BVI Act Provides Clarity On Virtual Assets
In December, legislation was introduced in the British Virgin Islands for virtual assets. The...
Exclusive: Wealth Management 2.0 – The Big Opportunity That Only Technology Can Deliver
Camille Vial, who is the CEO of Mirabaud, the Swiss private bank, and Max Chuard, CEO of Temenos,...
The Mauritius-Dubai Connection Holds Big Potential – MCB
We talk to Mauritius Commercial Bank about its foray into the Middle East and its Dubai operations....
Emerging Markets In 2023: Short-Term Pain Before Long-Term Gains
LGT Wealth Management joins the chorus of firms talking about investment issues and challenges at...
Focus On Investment Opportunities In India – Lombard Odier
Stéphane Monier, chief investment officer at Swiss private bank Lombard Odier in Geneva, discusses...
The Power Of Nuptial Agreements In English Courts
As the authors of this article explain, nuptial agreements are not automatically binding in the...
Editorial Comment: Danske's Dirty Money Settlement Shows Complacency Isn't An Option
We reflect on how, at the end of 2022, US and Danish regulators imposed a $2.06 billion settlement...
Asset Allocation For Philanthropists Gets Tough
Rising inflation, falling stock markets, pleas for help and donors' own financial constraints mean...
Handling Harassment: Rights, Wrongs For HNW Families
Intrusive and unwanted communication can be alarming and upsetting. If something feels wrong, it is...
Wealth Management: Technology Platforms, Competition In Challenging Economic Times
Every wealth manager is struggling with the key question of how to balance competing imperatives....