News, Comment & Analysis results for Archive

ESG
13 July 2026

The Sustainability Phenomenon: Amundi, WBCSD-OP2B, EIT Food

The latest developments in the sustainability space. ...

Investment Strategies
13 July 2026

Never Mind Wobbles: AI-Related South Korean Stocks Aren't Losing Allure – Wealth Managers

The two major South Korean tech stocks – and significant parts of the country's equity market –...

Awards
10 July 2026

Wealth For Good Awards 2026 - Exploring Winning Strategies In "Acclaim"

Congratulations again to all the worthy winners of these awards. ...

Compliance
10 July 2026

Compliance Corner: Netherlands, ABN AMRO, AML Shortcomings

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

Compliance
10 July 2026

EU's Quest To Unify Financial, Investment Regime Continues To Cause Worries

Luxembourg – home to a multi-trillion euro cross-border funds market, several banks and other...

Surveys
10 July 2026

Affluent, HNW Singaporeans Lead World In Use Of AI In Finance, Investments

Continuing a series of articles about how clients' use of AI puts advisors under pressure to...

M and A
10 July 2026

Quilter Financial Planning Welcomes SRB Financial Planning

The new strategic partner firm brings a strong client base to Quilter along with ambition and the...

People Moves
10 July 2026

Who’s Moving Where In Wealth Management? – EV, Mattioli Woods, Nomura AM, Others

The latest moves and appointments for wealth management roles in the UK, other parts of Europe, the...

Offshore
10 July 2026

Gibraltar Raises Minimum Net Wealth On Residency Applicants, Opens Schengen Access

The changes come about as a new treaty between the UK and European Union takes effect from 15 July,...

People Moves
9 July 2026

Who's Moving Where In Wealth Management? – Citi Wealth, Bank Aston

The latest senior wealth management moves and appointments in the UK, mainland Europe, Middle East...

Comment & Analysis results for Archive

Company Profiles
29 January 2024

Fast-Moving GSB Flags Big Ambitions

We talk to a wealth management firm, based in Dubai, which is expanding into markets including the...

Philanthropy
26 January 2024

Taking Risks Out Of Philanthropy

We talk to law firm Farrer & Co and a lawyer working in the charities area about the kind of themes...

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...

Company Profiles
23 January 2024

Legatum Eyes New Frontiers For Impact, Entrepreneurship

Philanthropy and impact aren't "nice-to-haves" for this firm but the main event – in fact the...

Company Profiles
19 January 2024

Milltrust Pivots Towards MFO Opportunities As Singapore's Wealth Swells

We talk to the firm about why it created the multi-family office, the case for the move in the...

Strategy
15 January 2024

IQ-EQ Taps Into Gulf Region's Wealth Bonanza

Shortly after announcing new operations in Abu Dhabi, the investor services group talked to this...

Company Profiles
12 January 2024

EXCLUSIVE: Finding Compliance Nuggets Amid 24/7 News Torrent

We talk to Dow Jones about the work it does in collating, screening and digesting a vast haul of...

White Papers
11 January 2024

The Bahamas: A Complete And Compelling Choice – White Paper

This news service is delighted to unveil the full edition of the Bahamas-focused publication that...

Wealth Strategies
19 December 2023

Deglobalisation, Volatility And Family Office Time Horizons – A Conversation With Dambisa Moyo

This news service talks to a prominent female economics writer and thought leader who was also made...

Compliance
15 December 2023

Handling HNW Clients' Data Via Tokenization – An Overview

Banks and other players in the wealth management space transfer data across borders – a fact...