News, Comment & Analysis results for Archive
HSBC Explains Art Collection Strategy, Planning In New Report
The UK/Hong Kong-listed bank, which is a global partner for Abu Dhabi Art, launched its report at...
Bordier & Cie Opens New Swiss Office
The opening adds to the private banking group's footprint across the Alpine state. ...
Who’s Moving Where In Wealth Management? – Mourant, Latitude, Others
The latest moves, appointments, and personnel changes in wealth management for the UK, rest of...
UK's Benchmark Capital, Legal Services Group Ink Partnership
With UK inheritance tax now affecting unused pensions, sensitive conversations on the financial...
Who’s Moving Where In Wealth Management? – Bank Aston, ZEDRA
The latest moves and appointments for wealth management roles in the UK, other parts of Europe, the...
EFG International Wraps Up Cité Gestion Acquisition
The acquisition fits with EFG's desire to grow via selective deals as well as via an organic route,...
More Financial Institutions Suffer Onboarding Abandonment
The number of financial firms saying that onboarding clients suffered abandonment has risen,...
UHNW Institute Sets Up Single-Family Office Circle
The launch is another step in a series of offerings from the non-profit think tank, with which this...
Stonehage Fleming Names New Head Of Family Office Division In Isle of Man
The new head was formerly a partner in the Family Office Division of the firm’s Jersey...
Franklin Templeton Bolsters Alternative AuM
The latest acquisition increases Franklin Templeton’s alternative assets under management to...
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....