News, Comment & Analysis results for Archive

ESG
14 August 2026

The Sustainability Phenomenon : Kinetic7 Technologies, Aquarius Capital, PIF Energy, Others

The latest developments in the sustainability space. ...

Alt Investments
14 August 2026

AMINA Aims For Easier Client Experience To Take Growth Up Another Level

When the banking group, headquartered in Switzerland and now operating in multiple locations, said...

Offshore
14 August 2026

Osiris Launches Guernsey Fiduciary Business

The group, a multi-jurisdictional provider of fiduciary, corporate and trust services, has extended...

New Products
14 August 2026

What’s New In Investments, Funds? – Banco Sabadell, Amundi, Columbia Threadneedle Investments

The latest news in investment offerings, financial products and other services relevant to wealth...

Investment Strategies
13 August 2026

Julius Baer Constructive On Japanese Equities Despite Stronger Yen

Swiss private bank Julius Baer, together with other wealth managers, share their insights on the...

Compliance
13 August 2026

US Treasury Permanently Ends BO Reporting Requirement On US Persons, Corporates

This week, the US government ratcheted up debate on how far authorities can go in putting...

Compliance
13 August 2026

Regulation Proposals Fail To Calm Swiss Banks' Worries

Federal authorities in Switzerland's capital of Berne have proposed new liquidity and regulatory...

People Moves
13 August 2026

Hilbert Names Group Chief Financial Officer

The appointee comes with nearly two decades of experience in audit, financial services and as a...

People Moves
13 August 2026

Who’s Moving Where In Wealth Management? – M&G, St James’s Place

The latest moves and appointments for wealth management roles in the UK, other parts of Europe, the...

New Products
13 August 2026

Nomura IWM Launches New Gold Trading And Custody Service

As gold is increasingly becoming part of an investor’s portfolio and as prices climb to their...

Comment & Analysis results for Archive

Technology
21 August 2023

How AI Can Raise Wealth Management Game In The Gulf

With artificial intelligence technology gathering headlines and stirring controversy – and...

Alt Investments
4 August 2023

How "Evergreen" Approach Wins Friends For Private Markets

There appears to be something of a trend towards "perpetual" or "evergreen" fund structures that...

Philanthropy
25 July 2023

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...

Company Profiles
10 July 2023

Private Investigation Sector Never Busier As Risks Proliferate

Whether it is cyber hackers, corrupt staff, kidnappers or vengeful former spouses, there's plenty...

Company Profiles
7 July 2023

Monetary Metals Says Gold Yield Marketplace Fits Wealth Menus

Confounding the standard line that gold doesn't produce a yield, a business that uses gold to earn...

WM Market Reports
4 July 2023

BNP Paribas' Wealth Arm Builds German Business Momentum, Broader Growth Beckons

The Paris-based group, which operates in a number of countries, spoke to this news service about...

Company Profiles
3 July 2023

UK's Walter Scott Steers Long-Term, Highly "Active" Course

We talk to a Scotland-based fund management house that puts big stress on what it regards as...

Trust Estate
26 June 2023

INTERVIEW: Wealth Managers Must Get Proactive About Handling Elder Abuse

This news service talks to a UK-based law firm about the problem of "elder abuse" – a term...

Practice Strategies
12 June 2023

Banking, Wealth Sector In Ferment – A Talent Management Overview

What makes a good wealth manager, and what are the skills and qualities in demand today, and what...

Strategy
22 May 2023

BOOK REVIEW: In Defence Of Capitalism, By Rainer Zitelmann

While unlikely to sway those already hostile to the free market economic system, this book puts a...