News, Comment & Analysis results for Archive

Compliance
14 October 2025

The Source Of Wealth Verification Challenge – A Selection Of Recent Coverage

As the topic of verifying "source of wealth" becomes more prominent as a regulatory technology,...

New Office
14 October 2025

BlueFive Capital Targets Oman

The Oman office will focus on investment advisory, capital raising, and cross-border strategic...

People Moves
14 October 2025

Who’s Moving Where In Wealth Management? – Sarasin & Partners, Charles Russell Speechlys

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

ESG
14 October 2025

Sustainable Agriculture, Forestry Can Deliver For Investors – ALFI Conference

As biodiversity conservation, carbon markets, water security and climate change adaptation remain...

Financial Results
14 October 2025

New UK Personal Finance, Wealth “Challenger” Secures Pre-Seed Backing

The new business intends to address an “advice gap” in the UK. ...

Compliance
13 October 2025

Bank of Singapore Deploys AI To Accelerate Source Of Wealth Verification

With “source of wealth” (SoW) tests becoming increasingly important in the fight against money...

M and A
13 October 2025

WH Ireland Shares Under Pressure As Market Digests Failed Takeover Bid

Negotiations can continue until the end of this year between the parties, Oberon said in a...

Surveys
13 October 2025

Ahead Of UK Autumn Budget, Client Queries Surge – Rathbones Survey

A new survey commissioned by UK wealth manager Rathbones shows that independent financial advisors...

Client Affairs
13 October 2025

Minister Hails Business Benefits Of 2026 Budget, Fund Initiatives

At the Mediolanum International Funds event in Dublin last week, following Ireland announcing its...

People Moves
13 October 2025

Who's Moving Where In Wealth Management? – T Rowe Price Names New EMEA Distribution Head

The latest moves, appointments, and personnel changes in wealth management for the UK, rest of...

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...