News, Comment & Analysis results for Archive

People Moves
8 April 2026

Who’s Moving Where In Wealth Management? – Attivo, RAQUEST, Edmond De Rothschild

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

M and A
8 April 2026

ING Abandons Sale Of Russian Business

The Dutch group's move to sell its Russian business has been called off. ING reiterated that it...

New Office
8 April 2026

Vontobel Expands Germany Footprint

The firm has announced that it is opening a new centre in Düsseldorf and said it continues to seek...

Strategy
8 April 2026

Switzerland-Based SpeciTec's Mission Goes Beyond Technology – CEO

We talk to Switzerland-headquartered SpeciTec, sponsor of this news service's recent awards...

People Moves
7 April 2026

Farro Capital Expands Leadership Across Middle East, Asia

The firm said it is investing in a business to back up its convictions across significant wealth...

People Moves
7 April 2026

Generali Asset Management Proposes New CEO, Nominates General Manager

The firm's current CEO is scheduled to depart at the end of April. ...

Tax
7 April 2026

Widening UK "Uncertain Tax Treatment" Regime Is Potential "Disaster" – Lawyer

In a bid to narrow a "tax gap," the UK government wants to expand powers used to handle legal...

New Products
7 April 2026

What’s New In Investments, Funds? – SuMi TRUST

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

Compliance
7 April 2026

Hillhouse IM Opens New Office In Abu Dhabi, Obtains ADGM Licence

Among other details, the firm's ADGM licence covers asset managers handling investment funds,...

M and A
7 April 2026

Deals Of The Day: The Latest In Wealth Management M&A – W1M, Vermeer, Evelyn Partners, Gresham House

The latest mergers, acquisitions and other corporate actions in the wealth management sector. ...

Comment & Analysis results for Archive

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...

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...

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...

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...

Philanthropy
25 July 2023

Bringing Great Eye Vision To The Poor – A Hong Kong Philanthropist's Tale

Chen’s philanthropy journey throws light on an important aspect of charity that can be...

Company Profiles
10 July 2023

Private Investigation Sector Never Busier As Risks Proliferate

Whether it is cyber hackers, corrupt staff, kidnappers or vengeful former spouses, there's plenty...