News, Comment & Analysis results for Archive

Strategy
14 July 2026

Amidst Challenging Geopolitics, Malta Presses Case As Robust Jurisdiction

This news service recently met with the head of Malta's principal financial regulator to talk about...

People Moves
13 July 2026

Who’s Moving Where In Wealth Management? – Canaccord Wealth Names CIO; Greenberg Traurig

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

Surveys
13 July 2026

Family Offices Warm To Crypto Assets, But Hurdles Frustrate Them – Survey

Although, in many ways, bitcoin has become more mainstream – in terms of the involvement of banks...

Investment Strategies
13 July 2026

Wealth Managers Make Emerging Market Case, Shrug Off Conflict

Investment managers – St James's Place, Aberdeen Investments, Franklin Templeton Institute and...

New Products
13 July 2026

What’s New In Investments, Funds? – L&G, Vanguard

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

ESG
13 July 2026

The Sustainability Phenomenon: Amundi, WBCSD-OP2B, EIT Food

The latest developments in the sustainability space. ...

Investment Strategies
13 July 2026

Never Mind Wobbles: AI-Related South Korean Stocks Aren't Losing Allure – Wealth Managers

The two major South Korean tech stocks – and significant parts of the country's equity market –...

Awards
10 July 2026

Wealth For Good Awards 2026 - Exploring Winning Strategies In "Acclaim"

Congratulations again to all the worthy winners of these awards. ...

Compliance
10 July 2026

Compliance Corner: Netherlands, ABN AMRO, AML Shortcomings

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

Compliance
10 July 2026

EU's Quest To Unify Financial, Investment Regime Continues To Cause Worries

Luxembourg – home to a multi-trillion euro cross-border funds market, several banks and other...

Comment & Analysis results for Archive

Family Office
25 October 2023

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...

Family Office
24 October 2023

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...

Company Profiles
20 October 2023

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...

Fund Management
19 October 2023

Focus On Ireland As A Growing Financial Hub

Michael D’Arcy, former Irish minister of state at the department of finance, discusses the...

White Papers
13 October 2023

Research: Tech & Ops Wealth Trends In Wealth Management 2023

The 26-page report examines the issues and concerns affecting the shape of technology and...

Tax
9 October 2023

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...

Tax
6 October 2023

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...

Alt Investments
4 October 2023

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 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...