News, Comment & Analysis results for Archive

Financial Results
4 August 2026

HSBC Pre-Tax Profit Rises 23 Per Cent In H1 2026; Wealth Arm Helps Higher Income

The UK/Hong Kong-listed group reported a broadly positive set of results today. The lender said a...

Asset Management
4 August 2026

Lombard Lending Disruptor Secures Another UK Partner

Otherwise known as Lombard lending, the business says it is disrupting the way that asset-backed...

Offshore
4 August 2026

Liechtenstein Beneficial Ownership Register Hit By Cyber Attack

After copies of data relating to 31,000 legal entities were unlawfully taken, the register has been...

People Moves
4 August 2026

Ocorian's Middle East Group Names Commercial Director

The newly-appointed figure will lead growth for Ocorian's private client business across the Middle...

Investment Strategies
4 August 2026

Wealth Managers Weigh In On Central Banks' Rate Pause

After major central banks, the Bank of Japan, the Bank of England, the European Central Bank and...

Wealth Strategies
4 August 2026

Volatile Markets Demonstrate Active Management's Value, Wealth Managers Say

We look at the example of the high market volatility in an Asian country's equity markets, and...

People Moves
4 August 2026

Lombard Odier Bolsters Turkey Business, Hires Ex-UBS Figure

As the potential of the Turkish wealth management market grows, the Swiss private bank is...

M and A
3 August 2026

ABN AMRO Completes €875 Million Dutch Bank Merger

The merger, which appears not to cover areas such as wealth management, covers markets in the...

Strategy
3 August 2026

Family Offices Increasingly Turn To Third-Party Specialists – Survey

Research among family offices managing a combined $119.37 billion found that a clear majority...

Investment Strategies
3 August 2026

HSBC's Private Bank, Wealth Arm Still Favours US Equities, Dollar

After a period of sharp selling of semiconductor stocks and continued geopolitical volatility,...

Comment & Analysis results for Archive

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...

Company Profiles
23 November 2023

Banking In Turbulent Times – In Conversation With Arbuthnot Latham

This publication recently sat down with Arbuthnot Latham, the venerable UK private banking group...

Compliance
15 November 2023

Can Rapid Account-Opening Coexist Alongside Heightened Compliance?

The approach that banks and other wealth management industry players take towards handling...

ESG
14 November 2023

How Blending Philanthropy, Investment Creates "Win-Wins" – Pictet

This news service recently spoke to a senior Pictet figure about the work it does on...