News, Comment & Analysis results for Archive
Deals Of The Day: The Latest In Wealth Management M&A – Suntera Global, Titan Wealth, Innes Reid Investments
The latest mergers, acquisitions and other corporate actions in the wealth management sector. ...
Liechtenstein Banks Create Covered Bonds Framework
Two of the main private banks in the tiny European principality have created an institute that will...
Regulatory Fines Up In APAC, Europe In 2025 – Fenergo
Dublin-headquartered Fenergo, a provider of digital solutions for client lifecycle management...
Rise In JP Morgan Net Revenue In Q4 2025
The firm concluded 2025 with a strong fourth quarter, with each line of business performing well. ...
Compliance Corner: Leonteq, Germany Licence Extension
The latest compliance news: regulatory developments, punishments, guidance, permissions and...
Lombard Odier Outlines 10 Investment Convictions For 2026
Swiss private bank Lombard Odier sets out its views on the investment outlook and opportunities for...
LGT Wealth Management Expands In Manchester
Like a number of wealth managers, UK wealth manager LGT Wealth Management has deepened its...
What’s New In Investments, Funds? – First Abu Dhabi Bank, Vennre, Masar Makkah Fund, Others
The latest news in investment offerings, financial products and other services relevant to wealth...
Vanguard Man Becomes Hargreaves Lansdown CEO
There's a new CEO in town at the UK-based firm, coming over from one of the largest asset managers...
UBS Fires Fresh Broadside Against Proposed Swiss Capital Rules
Even if Swiss legislators back away from the proposed tougher capital rules, the story highlights...
Comment & Analysis results for Archive
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....
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...
The FTX Collapse: The Lessons
The author of this article argues that the failures with FTX are little to do with regulation or...