News, Comment & Analysis results for Archive

People Moves
23 October 2025

Who’s Moving Where In Wealth Management? – JM Finn, Artorius, Oak

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

Asset Management
23 October 2025

What's New In Investments, Funds? – BlackRock, Nuveen, Bitwise

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

Surveys
22 October 2025

Family Firms To Outpace Non-Family Peers by 2030

Growth momentum for family offices is in evidence even though the economic outlook is uncertain. ...

WM Market Reports
22 October 2025

Costs Big Barrier To Creating Family Offices – Julius Baer/PwC Study

The sheer expense of building a family office is a headache for a number of UHNW families;...

Surveys
22 October 2025

AI Big Investment Priority For CEOs – KPMG

The survey found that sixty-nine per cent of CEOs plan to allocate 10 to 20 per cent of their...

M and A
22 October 2025

Private Equity Firm Agrees To Buy Stake In Canada's Wellington-Altus

The Canadian firm, founded in 2017, has said it is seeking to change the face of the country's...

People Moves
22 October 2025

Goldman Sachs Establishes Saudi Arabia Private Wealth Team

The US bank, which is ebullient about the economic prospects for the country, said it has a "highly...

Financial Results
22 October 2025

BNP Paribas Shares Remain Under Pressure After US Court Ruling; Bank Vows Appeal

Late last week, a court in New York delivered a verdict finding the French bank liable for its role...

People Moves
22 October 2025

Nucleus Names New Deputy CEO

The new deputy CEO is an "exceptional leader" with real commercial and strategic expertise that...

People Moves
21 October 2025

Who’s Moving Where In Wealth Management? – Suntera Global, Arbuthnot Latham, CISI

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

Comment & Analysis results for Archive

Art
2 December 2022

Fractions Of Fine Art – In Conversation With Mintus

The $65 billion-plus fine art market hasn't been an easy one to penetrate for those who aren't...

Compliance
1 December 2022

The FTX Collapse: The Lessons

The author of this article argues that the failures with FTX are little to do with regulation or...

Client Affairs
1 December 2022

HNW Individuals' Public Profiles Risk Reputation Threats

Social media and the constant flow of news puts HNW people under intense scrutiny. Here is an...

Legal
30 November 2022

Invisible Contracts When Moving In With A Partner

Couples choosing to cohabit should consider documenting their intentions in relation to their...

Compliance
29 November 2022

Digital Asset Market Becomes Fraudsters' Playground

The author of this article says that a lack of effective regulation, combined with an audience...

Compliance
29 November 2022

The FTX Collapse: The Lessons

The author of this article argues that the failures with FTX are little to do with regulation or...

Technology
28 November 2022

The FTX Collapse: When Mistruths Over Rules, Risk And Impact Spread

ESG investors and boosters should learn from the FTX collapse, for instance what happens if certain...

Company Profiles
25 November 2022

Standard Chartered's Advisory Strengths Tapped In Testing Times

This news service continues to profile organisations making an impact in the Channel Islands of...

Fund Management
24 November 2022

Niche Carmignac Fund Aims To Win Big In Family-Owned Companies Space

We talk to a manager of a fund that concentrates on family-owned businesses, and these can range...

Wealth Strategies
22 November 2022

Does Liability-Driven Investment Have Any Place In Wealth Managers' Toolkits?

The area of liability-driven investment is a specialist approach to managing money for final-salary...