News results for Archive

People Moves
24 January 2024

Who's Moving Where In Wealth Management? – Growthdeck, Fidelity International

The latest moves and appointments in wealth management in the UK, the rest of Europe, the Middle...

24 January 2024

Compliance Corner: Taurus, FINMA, Cayman Islands, Jordan, EU

The latest compliance news: regulatory developments, punishments, guidance, permissions, new...

New Products
24 January 2024

CFA UK Launches New Certificate In Impact Investing

The new qualification provides an overview and introduction to the world of impact investing,...

M and A
24 January 2024

Deals Of The Day: The Latest In Wealth Management M&A – FNZ, ifsam

The latest mergers, acquisitions and other corporate actions in the wealth management sector. ...

24 January 2024

UK Has Highest "Red Flag" Count For Shell Companies; China Comes Second

The UK leads the world – and not in a good way – for the number of corporate structures that...

23 January 2024

Court Ruling Enhances Bahamas' Trusts, Arbitration Standing – Taylor Wessing

A father-and-son court battle over billions of dollars of assets held in trusts led to a ruling...

People Moves
23 January 2024

Stonehage Fleming Names Continental Europe Corporate Services Head

The newly-appointed figure is responsible for services delivered from the MFO's offices in...

Financial Results
23 January 2024

Net Profit Rises At Union Bancaire Privée

Costs held unchanged and income gained in 2023, enabling the cost/income ratio to narrow and...

People Moves
23 January 2024

Who's Moving Where In Wealth Management? – Lombard Odier

The latest moves and appointments in wealth management in the UK, the rest of Europe, the Middle...

Alt Investments
23 January 2024

Japan's VC Sector Gathers Momentum

While Silicon Valley has hogged much of the limelight in VC, Japan's much smaller sector hasn't...

Comment & Analysis results for Archive

Investment Strategies
2 February 2022

How Barclays Private Bank Is Positioning Its Portfolios

We talk to the UK-based private bank to ask about its asset allocation stance, its expectations for...

31 January 2022

Rebuilding Trust, Respect For Financial Services

Advisors have had to completely change how they engage with clients over the past two years because...

Investment Strategies
19 January 2022

Investors Should Lean In To India's Opportunities – Matthews Asia

India can provide investors with a high-growth allocation in their portfolios particularly at a...

18 January 2022

Book Review: How People Become Famous, By Rainer Zitelmann

Assuming a person wants to become famous (leaving aside the downsides of this), what steps should...

14 January 2022

Wealth Industry's Force For Environmental Good Accelerates

We talk to an investment firm at the cutting edge of putting money to work in businesses that cut...

13 January 2022

Cazenove Capital Eyes Strong Donor Advised Fund Demand

Donor-advised funds are a turn-key solution for rapidly building a philanthropic toolkit and...

6 January 2022

Tying Up A Deceased's Online Presence, What's At Stake

As online criminals become more sophisticated, it is critical that executors know how to wrap up a...

24 December 2021

Editorial Comment: Reflections On Another Turbulent Year, Looking Ahead

Some late-December musings about what the year has meant for the industry and thoughts about what...

Client Affairs
9 December 2021

No Time To Write off Inter-Dealer Voice Brokers

In an increasingly digitalised trading environment, this guest writer looks at the future for...

Industry Surveys
7 December 2021

European Winners, Losers As Private Jet Registrations Soar

Figures for the 2019 to 2021 period reveal which jurisdictions have gained more aircraft...