News, Comment & Analysis results for Archive
UK Immigration For US Nationals – New Anglo-American White Paper
While sometimes one hears of HNW people leaving the UK, in part for tax reasons and the state of...
UK's Heligan Group Launches Specialist Risk Intelligence Group
The new unit will serve UHNW individuals, family offices, multinationals, law firms and...
Fundpath Expands Into Switzerland As Firm Marks Fifth Birthday
The business, founded in 2021, is part of an expanding fund information industry that has benefited...
Hedge Funds Continue Inflows Amidst Geopolitical Turbulence
As investors seek options for deploying assets when markets and geopolitics appear confusing, hedge...
Citigold Private Clients Get Education Planning Services
The new partnerships highlight how helping with areas such as children's education choices can be...
What's New In Investments, Funds? – Lombard Odier Expands Platform
The latest news in investment offerings, financial products and other services relevant to wealth...
New Bank Models Can Profit As Traditional Lender Hikes Threshold
We talk to Monument, a "challenger" bank or "neobank" that has targeted a mass-affluent segment...
What's New In Investments, Funds? – Lombard Odier Holds First Closing On Fund
The latest news on investment offerings, financial products and other services relevant to wealth...
Switzerland Tweaks Capital Rules, Sector Remains Fearful Over Competitiveness
Although lawmakers in Berne have adjusted planned capital rules that the bank sector has welcomed,...
Raffles Family Office Puts Philanthropy Activities On Single Platform
In its initial stages, the RFO Foundation will concentrate on education, talent development and...
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...