News, Comment & Analysis results for Archive

Compliance
14 January 2026

Regulatory Fines Up In APAC, Europe In 2025 – Fenergo

Dublin-headquartered Fenergo, a provider of digital solutions for client lifecycle management...

Financial Results
14 January 2026

Rise In JP Morgan Net Revenue In Q4 2025

The firm concluded 2025 with a strong fourth quarter, with each line of business performing well. ...

Compliance
14 January 2026

Compliance Corner: Leonteq, Germany Licence Extension

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

Investment Strategies
14 January 2026

Lombard Odier Outlines 10 Investment Convictions For 2026

Swiss private bank Lombard Odier sets out its views on the investment outlook and opportunities for...

New Office
14 January 2026

LGT Wealth Management Expands In Manchester

Like a number of wealth managers, UK wealth manager LGT Wealth Management has deepened its...

Asset Management
14 January 2026

What’s New In Investments, Funds? – First Abu Dhabi Bank, Vennre, Masar Makkah Fund, Others

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

People Moves
13 January 2026

Vanguard Man Becomes Hargreaves Lansdown CEO

There's a new CEO in town at the UK-based firm, coming over from one of the largest asset managers...

Banking Crisis
13 January 2026

UBS Fires Fresh Broadside Against Proposed Swiss Capital Rules

Even if Swiss legislators back away from the proposed tougher capital rules, the story highlights...

New Products
13 January 2026

What’s New In Investments, Funds? – Guinness Global Investors

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

M and A
13 January 2026

W1M Acquires Investment Manager Vermeer

The transaction completes a profitable year for W1M as it approaches £25 billion in AuM, up from...

Comment & Analysis results for Archive

Family Office
28 September 2023

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...

White Papers
21 September 2023

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...

Strategy
15 September 2023

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...

Legal
31 August 2023

Learning The Legal Lessons From “Succession”

In this detailed analysis of legal questions generated by the HBO television drama, law firm Squire...

Wealth Strategies
30 August 2023

Taking A "Floating" Approach As Rates Rise

This news service talks to US-based New Mountain Capital about the benefits of holding...

Wealth Strategies
25 August 2023

Inflation, Rising Rates Put Behavioural Finance In The Frame

The discipline within economics known as behavioural finance continues to be important. The market...

White Papers
22 August 2023

Jersey Finance Report On Digital Assets, Crypto-Currencies

A new report, published with the island's financial promotional organisation, sets out the issues...

Investment Strategies
22 August 2023

Value And Growth – Japan’s Promise And Performance

This news service recently talked to a UK-based investment house that concentrates on Japanese...

Technology
21 August 2023

How AI Can Raise Wealth Management Game In The Gulf

With artificial intelligence technology gathering headlines and stirring controversy – and...

Alt Investments
4 August 2023

How "Evergreen" Approach Wins Friends For Private Markets

There appears to be something of a trend towards "perpetual" or "evergreen" fund structures that...