News, Comment & Analysis results for Archive

Compliance
5 August 2026

OECD Scolds US On Beneficial Ownership; Ratings Cut Unlikely – Lawyer

A prominent Swiss lawyer points to a recent OECD report on how dozens of jurisdictions perform...

M and A
5 August 2026

Pacific Asset Management Acquires Asset Value Investors

The acquisition reflects Pacific's commitment to investing in high-quality specialist investment...

Surveys
5 August 2026

UK Ranks Behind Singapore, US, UAE In New Wealth Management Index

Avaloq, a tech provider to private banks such as HSBC, Deutsche Bank, Barclays and Edmond de...

People Moves
5 August 2026

Who’s Moving Where In Wealth Management? – Alltrust, Hawksford, Aventur

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

Financial Results
4 August 2026

HSBC Pre-Tax Profit Rises 23 Per Cent In H1 2026; Wealth Arm Helps Higher Income

The UK/Hong Kong-listed group reported a broadly positive set of results today. The lender said a...

Asset Management
4 August 2026

Lombard Lending Disruptor Secures Another UK Partner

Otherwise known as Lombard lending, the business says it is disrupting the way that asset-backed...

Offshore
4 August 2026

Liechtenstein Beneficial Ownership Register Hit By Cyber Attack

After copies of data relating to 31,000 legal entities were unlawfully taken, the register has been...

People Moves
4 August 2026

Ocorian's Middle East Group Names Commercial Director

The newly-appointed figure will lead growth for Ocorian's private client business across the Middle...

Investment Strategies
4 August 2026

Wealth Managers Weigh In On Central Banks' Rate Pause

After major central banks, the Bank of Japan, the Bank of England, the European Central Bank and...

Wealth Strategies
4 August 2026

Volatile Markets Demonstrate Active Management's Value, Wealth Managers Say

We look at the example of the high market volatility in an Asian country's equity markets, and...

Comment & Analysis results for Archive

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...

Company Profiles
13 April 2023

Avaloq Sees UK Opportunities From M&A, Tech Changes

Mergers and acquisitions, artificial intelligence, blockchain technology and secular drivers of...