News, Comment & Analysis results for Archive

New Office
18 June 2026

Fasanara Capital Opens Debut US Office, Names Head

New fintech channels – and even questions about traditional fractional reserve banking – have...

People Moves
18 June 2026

Who’s Moving Where In Wealth Management? – Quilter Cheviot

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

New Products
18 June 2026

What’s New In Investments, Funds? – BNP Paribas, M&G

The latest news in investment offerings, financial products and other services relevant to wealth...

People Moves
17 June 2026

IQ-EQ Targets Middle East, Makes Senior Hire

In line with a number of firms that have been expanding their presence in the Middle East, IQ-EQ...

M and A
17 June 2026

Fenchurch Advisory Partners Expands US Presence With Acquisition

The combined firm, with over 110 investment bankers serving the financial services sector, has...

People Moves
17 June 2026

UBS Appoints Market Team Head For Australian Wealth Business

The new appointee has been in the financial services sector for more than 30 years. ...

Family Office
17 June 2026

PG3 Family Office Of Switzerland's Partners Group Founders Is Not Being Split

This news service understands that, contrary to a recent media report, the family office of...

People Moves
17 June 2026

Mishcon De Reya Continues Gulf Region Build-Out

The appointments come shortly after the international law firm announced the official opening of...

Fund Management
16 June 2026

J Stern & Co Highlights Tech, AI Opportunities

Christopher Rossbach, CIO at J Stern & Co, discusses investment opportunities in artificial...

Investment Strategies
16 June 2026

Elevated El Niño Raises Food Inflation Risks – Schroders

After the US weather agency and the World Meteorological Organisation declared elevated El Niño...

Comment & Analysis results for Archive

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...

Company Profiles
13 December 2023

Playing Digital Asset Strategy Via Fund Of Funds

The business says that its model for tapping into the world of crypto and digital assets startups...

Philanthropy
7 December 2023

Philanthropy In Testing Times: A Transatlantic Perspective

Whether it is sunset clauses on foundations, arguments about purpose, help with clients about...

White Papers
6 December 2023

The Bahamas: A Complete And Compelling Choice – Part 4

In the final part of a four-part series, this news service issues a report about developments in...

Compliance
29 November 2023

One Year On From CJEU Ruling Vs Public Registers Of Beneficial Ownership

An organisation working in the field of compliance and regulation argues that last year's European...

White Papers
23 November 2023

New Report: How Wealth Ecosystem, Healthcare Interact

The boundaries between health and wealth increasingly intersect and a new report from China's Hywin...