News results for Archive

17 March 2023

EXCLUSIVE: Santander Cautiously Optimistic About Equities In 2023

Ben Covey, UK-based head of private banking at Santander, talks to WealthBriefing on the outlook...

Financial Results
16 March 2023

Credit Suisse Takes "Decisive Action" To Bolster Liquidity; Shares Surge

Shares in the bank fell sharply yesterday but bounced after authorities said they were backing the...

Financial Results
16 March 2023

54 Per Cent Rise In UK Revenues In 2022 – Kingswood

This week, London-listed Kingswood Holdings, an international wealth and investment management...

16 March 2023

UK's Finance Minister Cheers Affluent Savers In Budget

Apart from abolishing the lifetime limit allowance on pensions – a move designed to encourage...

People Moves
16 March 2023

ZEDRA Appoints New Global Head Of Legal

With nearly two decades of experience gained working internationally in a variety of legal, risk,...

16 March 2023

Compliance Corner: FCA Refuses To Authorise Regulatory Consultancy

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

16 March 2023

Most UK Wealthy Investors Hike VCT Exposure – Survey

Wealth Club, a UK-based non-advisory broker of tax-efficient investments such as VCTs, EIS and...

Asset Management
16 March 2023

Chelverton Outlines Investment Opportunities In Digitalisation And Energy Transition Space

At a media event in London last week, UK-based Chelverton Asset Management identified investment...

Financial Results
15 March 2023

Gross Income Rises At Edmond De Rothschild; Logs Net Inflows

The bank noted that tough financial markets in 2022 took a bite out of assets under management, but...

People Moves
15 March 2023

Indosuez's Digital Services Arm Appoints New CEO

The new CEO has served in senior roles within Indosuez in regions including Asia. ...

Comment & Analysis results for Archive

4 November 2022

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...

2 November 2022

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...

1 November 2022

International Surrogacy Developments: Financial Impact On Families

The author argues that as more people resume foreign travel, with many doing so to consider...

27 October 2022

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...

Company Profiles
27 October 2022

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...

WM Market Reports
26 October 2022

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...

20 October 2022

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...

Company Profiles
18 October 2022

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...

Emerging Markets
14 October 2022

Focus On Investment Opportunities In China – Chartwell Capital

As investors struggle to decide where to put their money, Ronald Chan, founder and CIO of Chartwell...

WM Market Reports
4 October 2022

Tenth WealthBriefing Tech & Ops Trends Report

Here is our 2022 Technology and Operations Report, a regular overview of the trends affecting the...