News, Comment & Analysis results for Archive
French Wealth Manager Groupe Allen Targets UK
The move into the UK market aims to strengthen cross-border Franco-UK wealth and tax support which...
Deals Of The Day: The Latest In Wealth Management M&A – Alpha Financial Markets Consulting, Elgin White
The latest mergers, acquisitions and other corporate actions in the wealth management sector. ...
ABN AMRO's First-Quarter 2026 Net Profit Rises
Among the details on the wealth management side, the Dutch bank said it was on track with its...
Aztec Group Names New CEO
The new CEO brings deep commercial and technology expertise, a track record of leading complex...
LGT Names New Thailand Wealth Business Chief Executive
The appointment also speaks to how Thailand's profile as a wealth management jurisdiction has risen...
Who’s Moving Where In Wealth Management? – Foster Denovo, Peel Hunt, Others
The latest moves and appointments for wealth management roles in the UK, other parts of Europe, the...
Carmignac Boosts Investment Team With Four Hires
These appointments will enhance the firm's research capabilities, helping it to identify long-term...
UBS Survey Lifts Lid On How Families Prepare For Inheritance, Change
With a multi-trillion-dollar wealth transfer under way, preparing upcoming generations for the...
Wealth Managers Fret As UK Prime Minister Clings To Office
Wealth managers discuss the investment impact of the potential resignation of UK Prime Minister Sir...
EFG CEO To Become Swiss Bankers Association New Chair
There's change at the top of a banking association that has not been afraid to make its views known...
Comment & Analysis results for Archive
Focus On Long-Term Investment Opportunities – Baillie Gifford
Faced with soaring inflation, rising interest rates and geopolitical conflicts, investment managers...
EXCLUSIVE: LNG – A Growth Driver For Three Groups Of Single Family Offices
Demand for liquified natural gas, aka LNG, is high amidst a global energy crisis, magnified by...
A Wide Set Of Wealth, Business Tools In Jersey: In Conversation With Stonehage Fleming
What sort of structures and entities do clients coming to Jersey want to use? What sort of...
10 Years On From HSBC's AML Saga – What Has Changed?
The author of this article claims that there has been little improvement in AML controls in much of...
International Surrogacy Developments: Financial Impact On Families
The author argues that as more people resume foreign travel, with many doing so to consider...
Using Tech To Achieve Wealth Management Edge – In Conversation With InvestCloud
Finding new clients, attracting and keeping them requires a range of qualities, and intelligent use...
The Pandora Papers One Year On: Lessons Learned And To Learn
Today, the idea appears to grow that holding wealth is something deserving of opprobrium. The more...
New Research: An Update On Family Office Efficiency In Accounting, Investment Analysis
This news service is joining forces again with FundCount to examine how technology is making family...
As Swiss EAM New Regulation Deadline Looms, Banks, Others Eye Big Changes
At the start of 2023, external asset managers in Switzerland will live in a new regulatory...
Shining A Light On Risk, Returns With Performance Watcher
We talk to Performance Watcher by IBO, a Swiss organisation that uses an open-source model to...