News, Comment & Analysis results for Archive
Compliance Corner: Luxembourg's Raft Of New Fund Rules, Standards
The latest compliance news: regulatory developments, punishments, guidance, permissions and...
UBP Names New Investment Services Head UK
The new hire's macro expertise, strategic leadership and long-standing contribution to the firm...
Edmond De Rothschild AM Reports 2025 Positive Net Inflows
Paris-based Edmond de Rothschild Asset Management reported positive net inflows for the fifth...
Who’s Moving Where In Wealth Management? – ZILO, Utmost, Oxford Risk, Others
The latest moves and appointments for wealth management roles in the UK, other parts of Europe, the...
Family Offices, Funds Community Launches Matching Service
Tapping into a curated "dating agency" model, AYU Capital connects family offices with funds and...
Digital Digest: The Latest Tech News – LSEG, Standard Chartered, Bank Of America, Societe Generale
The latest technology news in the wealth management sector from around the world. ...
European Wealth House Likes Undervalued Emerging Market Tech, Japanese Equities
As a number of wealth managers increase their exposure to emerging markets, notably tech which is...
Lombard Odier's AuM, Profits Rise In 2025
Today, Geneva-headquartered Swiss private bank Lombard Odier Group has published positive full-year...
What’s New In Investments, Funds? – CMBI
The latest news in investment offerings, financial products and other services relative to wealth...
Wealth Managers Eye Interest Rate Cuts As UK Inflation Falls
After the UK rate of inflation fell in January, as expected, wealth managers react on the impact...
Comment & Analysis results for Archive
UK's Oakley Capital Stays Nimble As Rates Affect Private Markets
After a decade or more of being told that private market investing was a hot area, drawing in...
Focus On Ireland As A Growing Financial Hub
Michael D’Arcy, former Irish minister of state at the department of finance, discusses the...
Research: Tech & Ops Wealth Trends In Wealth Management 2023
The 26-page report examines the issues and concerns affecting the shape of technology and...
Sparing No One: Cross-Border Taxation of Globally Mobile Individuals – Part 2
This article continues to examine – via the circumstances of Prince Harry and Meghan, the...
Sparing No One: Cross-Border Taxation of Globally Mobile Individuals - Part 1
This is the first of a highly detailed examination of cross-border tax issues for individuals...
How Hedge Fund Investors Keep Composed In Volatile World
This news service talks to Sussex Partners, a UK-based business that advises institutions about...
Family Offices Aren't Shunning Risk, But Getting Smarter – Citi Private Bank
After its survey emerged a few weeks ago, Citi Private Bank spoke again to this news service about...
Winning Women In MENA: How Wealth Managers Can Help Further Female Empowerment
A new report from this news service, in partnership with First Abu Dhabi bank, explores what HNW...
Learning From The UK "De-Banking" Furore – A Modern Bank's Perspective
A new financial services firm that calls itself a "Coutts-Revolut" hybrid reflects on the recent...
Learning The Legal Lessons From “Succession”
In this detailed analysis of legal questions generated by the HBO television drama, law firm Squire...