News results for Archive

5 May 2023

Alpha Bigger Driver Of Global Equity Returns In Future – Pinebridge

Rob Hinchliffe, CFA, portfolio manager for the global focus strategy and head of global sector...

Financial Results
4 May 2023

First Quarter Profit Rises At UK's Lloyds

As with most banks reporting first-quarter figures, the rise in global interest rates buoyed its...

4 May 2023

HNW Investors Just Aren't That Into ESG – Survey

Investors say they take human-caused global warming and other ESG concerns seriously, but many...

4 May 2023

LLB Raises Switzerland Ambitions

The Liechtenstein-headquartered group said it intends to open new locations in St Gallan and...

New Office
4 May 2023

Canoe Intelligence Targets London

After a record year in 2022, New York-based Canoe Intelligence, a financial technology company...

People Moves
4 May 2023

Citigroup Names EMEA Wealth At Work Head

The "wealth at work" business segment is part of Citi Global Wealth, providing solutions for...

High Net Worth
4 May 2023

Decoding The Digital Landscape For UHNW Individuals


Financial Results
3 May 2023

HSBC Releases Strong First Quarter Results

HSBC releases its financial results for the first quarter of 2023, compared with 2022, beating...

3 May 2023

Focus On Multi-Asset Credit In 2023 – RBC BlueBay AM

Blair Reid, senior portfolio manager on the multi-asset and income team at RBC BlueBay Asset...

People Moves
3 May 2023

Who’s Moving Where In Wealth Management? – Close Brothers AM, Charles Russell Speechlys, Others

The latest moves and appointments in wealth management in the UK, the rest of Europe, the Middle...

Comment & Analysis results for Archive

6 January 2022

Tying Up A Deceased's Online Presence, What's At Stake

As online criminals become more sophisticated, it is critical that executors know how to wrap up a...

24 December 2021

Editorial Comment: Reflections On Another Turbulent Year, Looking Ahead

Some late-December musings about what the year has meant for the industry and thoughts about what...

Client Affairs
9 December 2021

No Time To Write off Inter-Dealer Voice Brokers

In an increasingly digitalised trading environment, this guest writer looks at the future for...

Industry Surveys
7 December 2021

European Winners, Losers As Private Jet Registrations Soar

Figures for the 2019 to 2021 period reveal which jurisdictions have gained more aircraft...

6 December 2021

The Dangers Of Pension Offsetting In Divorce

The authors of this article argue that without proper advice, pension offsetting, rather than...

1 December 2021

Editorial Analysis: Credit Suisse's Wealth Pivot

This news service looks back to the bank's Q3 results and strategy update. We look at the wealth...

Family Business Insights
26 November 2021

Dynasties And Drama: Family Business In Focus

The author of this article asks what questions can be learned from the dramas of family business...

25 November 2021

Three Ways To Value Bitcoin

The author of this article delves into the details of how bitcoin should be valued: an important...

19 November 2021

Spotting The Signs: Fraudulent Trustees Post-Pandemic

This guest piece examines what defines trustee mismanagement, such as making investments outside...

18 November 2021

Reviewing Lasting Powers Of Attorney Regime - Who Benefits?

This practitioner argues that granting LPAs is often flawed and inadequate, with a lengthy...