News, Comment & Analysis results for Archive

Family Office
21 July 2026

BNP Paribas Sees European Clients Building Hong Kong-Based Family Offices – Report

Hong Kong has sought to encourage family offices to set up in the city. ...

Real Estate
21 July 2026

Gravis Listed Real Estate Fund Manager In Optimistic Mood

Matt Norris, head of real estate at Gravis, a UK-based property, infrastructure and private credit...

Surveys
20 July 2026

Businesses Yet To Feel Cost Of Renewed Middle East Conflict – Fidelity International Survey

Fidelity International's Analyst Pulse Survey for the second quarter of 2026 shows that many...

WM Market Reports
20 July 2026

BNY Wealth Explores US Wealth Transfer Readiness, Confidence

Covering topics from financial literacy through to the preparations for transfer and use of trusts,...

M and A
20 July 2026

Deals Of The Day: The Latest In Wealth Management M&A – Ardian, AXA, ACM, Wafra

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

Strategy
20 July 2026

OPINION OF THE WEEK: Millennial, Gen X, Boomer: These Terms Say Little About Your Client

It is time to retire generational labels of clients, particularly in public commentaries from the...

M and A
20 July 2026

Temenos Wraps Up Fintech Purchase, Boosts Wealth Sector Ambitions

Temenos said the acquisition in a cash and equity deal adds to its wealth franchise ambitions. ...

Technology
20 July 2026

AMINA Bank Says It Scores First With Crypto Payments Integration

The digital assets bank – founded in 2019 – says it has achieved an important first in the...

ESG
20 July 2026

The Sustainability Phenomenon: KBI Global Investors

The latest developments in the sustainability space. ...

White Papers
17 July 2026

Managing Family Offices' AI Risk – White Paper

This paper from a law firm points out that family offices operate in a highly sensitive...

Comment & Analysis results for Archive

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...

ESG
14 November 2023

"Greenwashing" Controversies Focus Minds On What Investors Own

This news service talks to the MFO – born from a series of corporate mergers and acquisitions –...

Compliance
9 November 2023

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...

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...