News, Comment & Analysis results for Archive
Rathbones, Hit By Client Inflow Halt, Announces Share Buyback
Shares in the wealth management house have been hit hard by the announcement this week that it is...
Suntera Global Names New Global Private Wealth Head
Suntera Global, a Jersey-headquartered, independent provider of fund, corporate, and private wealth...
Fasanara Capital Opens Debut US Office, Names Head
New fintech channels – and even questions about traditional fractional reserve banking – have...
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...
What’s New In Investments, Funds? – BNP Paribas, M&G
The latest news in investment offerings, financial products and other services relevant to wealth...
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...
Fenchurch Advisory Partners Expands US Presence With Acquisition
The combined firm, with over 110 investment bankers serving the financial services sector, has...
UBS Appoints Market Team Head For Australian Wealth Business
The new appointee has been in the financial services sector for more than 30 years. ...
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...
Mishcon De Reya Continues Gulf Region Build-Out
The appointments come shortly after the international law firm announced the official opening of...
Comment & Analysis results for Archive
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...
Banking In Turbulent Times – In Conversation With Arbuthnot Latham
This publication recently sat down with Arbuthnot Latham, the venerable UK private banking group...
New Report: How Wealth Ecosystem, Healthcare Interact
The boundaries between health and wealth increasingly intersect and a new report from China's Hywin...
Can Rapid Account-Opening Coexist Alongside Heightened Compliance?
The approach that banks and other wealth management industry players take towards handling...
How Blending Philanthropy, Investment Creates "Win-Wins" – Pictet
This news service recently spoke to a senior Pictet figure about the work it does on...
"Greenwashing" Controversies Focus Minds On What Investors Own
This news service talks to the MFO – born from a series of corporate mergers and acquisitions –...
FINMA's Cryptocurrency Stance Makes Swiss Industry Nervous
Switzerland has made waves in the world of cryptos and digital assets. Its "crypto valley" in Zug...
EXCLUSIVE: A Walk Around Germany's Single-Family Offices Sector – Part 2
In part one of this two-part feature, this publication talked to German banks about their work with...
EXCLUSIVE: A Walk Around Germany's Single-Family Offices Sector – Part 1
As it is high time that this news service took a deep dive into the German single-family offices...
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...