News, Comment & Analysis results for Archive

Compliance
27 August 2026

Compliance Corner: FCA Bans Former Dolfin Financial (UK) Figures Over UK Visa Offences

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

People Moves
27 August 2026

New Swiss Wealth Firm Adds Partner

The wealth management firm, based in Geneva, was established two years ago. It is an example of a...

Technology
27 August 2026

Digital Digest: The Latest Tech News – Deutsche Bank, Taurus

The latest technology news in the wealth management sector from around the world. ...

New Products
27 August 2026

What’s New In Investments, Funds? – Aberdeen Investments, Weatherbys Private Bank

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

Uncategorised
27 August 2026

HSBC Private Bank Appoints Senior Bankers For Global India, Singapore

The private banking arm of the group has made a number of top-level appointments in its Global...

People Moves
27 August 2026

Who’s Moving Where In Wealth Management? – Carey Olsen, Avaloq, Rathbones

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

Strategy
27 August 2026

Lighthouse Canton Positive For 2027 Business Expansion

In late July Lighthouse Canton developed a wealth platform for NRI clients; it has made a number of...

Strategy
26 August 2026

UHNW Institute's Inaugural European Conference – Transforming Wealth Management

The Institute, with which this news service is exclusive media partner, will host an inaugural...

People Moves
26 August 2026

Edmond de Rothschild AM Names New CIO, Co-Head Of Equities

Paris-based Edmond de Rothschild Asset Management this week appointed a new chief investment...

Financial Results
26 August 2026

First-Half 2026 Profits Rise At VP Bank, AuM Gains

This the third of the major Liechtenstein-based banks to have reported half-year figures in recent...

Comment & Analysis results for Archive

Strategy
26 June 2024

The Good, The Difficult And The Stable – What Headhunters See Around The World

We talk to wealth management headhunters in North America, Europe, Middle East and Asia about what...

Real Estate
26 June 2024

As HNW Individuals Seek Options, An Adriatic Resort Prepares

Luxury resorts based in low-tax jurisdictions have been around for decades; given the winds of...

Alt Investments
12 June 2024

Riding The Infrastructure Train Is Positive Journey For UK Advisor

We talk to the manager of a listed infrastructure fund about the asset class, its potential and a...

Alt Investments
4 June 2024

An Expert Sparring Partner For Wealthy Investors In Alternatives

A Germany-headquartered multi-family office, which won a capital market licence earlier this year,...

M and A
29 May 2024

Swiss Bank Consolidation Chatter Shows How Scale Dominates Thinking

Regardless of the truth of specific rumours and media stories, the idea that more Swiss banks might...

Technology
14 May 2024

Exclusive: FIS Focuses On AI’s Wealth Management Role

Russell Andrews, head of wealth and asset management EMEA, capital markets at Florida-headquartered...

ESG
9 May 2024

EXCLUSIVE: Spotlight On Regenerative Agriculture, Forestry – SLM Partners

Paul McMahon, a co-founder and managing partner of asset manager SLM Partners, discusses why there...

Offshore
17 April 2024

How Citizenship/Residency-By Investment Programmes Evolved - And What's Next

A marker for globalisation and the degree of unfettered movement that people enjoy, the market for...

Investment Strategies
5 March 2024

Managing Autocracy Risk Is Big Wealth Protector

A quick perusal of news headlines underscores why the risk of holding firms exposed to...

Strategy
19 February 2024

IQ-EQ Says US Wealth, Family Offices Sector Holds Big Opportunities

We talk to the group about its views on the potential, and the needs, of sectors such as US family...