News results for Archive

Trust Estate
20 November 2023

Most Wealthy Saudi Families Think Next Gen Is Well-Prepared – Study

At stake is the fact that with so many Saudi businesses in family hands, ensuring that the...

People Moves
20 November 2023

RBC Brewin Dolphin Appoints London-Based Wealth Director

The firm was formed by the Canadian firm's takeover of Brewin Dolphin a year ago. ...

Surveys
20 November 2023

Digital Tech Creates Risk Worry For Firms, But AI Is Business Opportunity – PwC

The report gets to grips with how firms think about technology, both in terms of risks and...

M and A
20 November 2023

Julius Baer To Sell Italian Business

UBS said that all Kairos senior management and co-shareholders will join Anima as part of the...

Strategy
20 November 2023

Forward Features Calendar For 2024

This news service's forward features calendar for 2024 is a taster – an invitation to our readers...

Surveys
20 November 2023

UBS Favours Quality Bonds, Stocks In 2024

UBS Global Wealth Management’s chief investment office has just released the UBS Year Ahead 2024...

People Moves
20 November 2023

What’s New In Investments, Funds? – Nomura AM, Fladgate

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

Surveys
20 November 2023

High Inflation, Rates Powerful Investment Influence In 2023 – Schroders

Higher interest rates and inflation are creating a new investment landscape. Schroders Global...

Strategy
17 November 2023

UBS Favours Quality Bonds, Stocks In 2024

UBS Global Wealth Management’s chief investment office has just released the UBS Year Ahead 2024...

Financial Results
17 November 2023

Liontrust AM's Gross Profit Falls, Logs Statutory Loss

Liontrust made a statutory loss in the six-month period due to a rise in charges linked to...

Comment & Analysis results for Archive

Offshore
1 February 2023

Dubai Government Doubles Down In Attracting Onshore, Offshore Wealth

We talk to the government in Dubai – at its economic and tourism department – about its...

Legal
30 January 2023

How Can HNW Individuals Benefit From Litigation Funding Boom?

Litigation funding is an area that can make headlines when a major court case hits the headlines....

Offshore
25 January 2023

New BVI Act Provides Clarity On Virtual Assets

In December, legislation was introduced in the British Virgin Islands for virtual assets. The...

Company Profiles
11 January 2023

The Mauritius-Dubai Connection Holds Big Potential – MCB

We talk to Mauritius Commercial Bank about its foray into the Middle East and its Dubai operations....

Technology
11 January 2023

Exclusive: Wealth Management 2.0 – The Big Opportunity That Only Technology Can Deliver

Camille Vial, who is the CEO of Mirabaud, the Swiss private bank, and Max Chuard, CEO of Temenos,...

Investment Strategies
10 January 2023

Emerging Markets In 2023: Short-Term Pain Before Long-Term Gains

LGT Wealth Management joins the chorus of firms talking about investment issues and challenges at...

Client Affairs
5 January 2023

Focus On Investment Opportunities In India – Lombard Odier

Stéphane Monier, chief investment officer at Swiss private bank Lombard Odier in Geneva, discusses...

Legal
4 January 2023

The Power Of Nuptial Agreements In English Courts

As the authors of this article explain, nuptial agreements are not automatically binding in the...

Compliance
23 December 2022

Editorial Comment: Danske's Dirty Money Settlement Shows Complacency Isn't An Option

We reflect on how, at the end of 2022, US and Danish regulators imposed a $2.06 billion settlement...

Philanthropy
20 December 2022

Asset Allocation For Philanthropists Gets Tough

Rising inflation, falling stock markets, pleas for help and donors' own financial constraints mean...