News, Comment & Analysis results for Archive

Tax
31 July 2026

OPINION OF THE WEEK: New York's New Property Database Raises Privacy Vs Transparency Debate

The publication of property data in New York as part of the preparations for a new "pied à terre"...

People Moves
31 July 2026

CaixaBank Revamps Wealth Management Division

Valencia-headquartered CaixaBank has created a new organisational structure for its wealth...

Tax
31 July 2026

EXCLUSIVE: Wealth Implications Of New UK Government – RBC WM Gives Its Take

With a new UK Prime Minister and government, naturally the wealth management sector wonders what...

People Moves
31 July 2026

Julius Baer Appoints Ex BoS Manager As Southeast Asia Market Head

The newly-appointed figure, who is based in Singapore, was previously a market head for Indonesia. ...

Financial Results
30 July 2026

Schroders Doubles Statutory H1 2026 Pre-Tax Profit

Gains in assets under management reflected positive market effects and investment performance,...

Financial Results
30 July 2026

Adjusted Pre-Tax Profit Slips At St James's Place In H1 2026

The group has reportedly refunded some clients who have been charged twice. This week, the UK...

Financial Results
30 July 2026

Private Banking Net Income In Q2 2026 Rises At Societe Generale

The banking group became the latest in a number of European lenders to announce second-quarter and...

M and A
30 July 2026

Bloomberg Scores Major Private Markets Move With Canoe Intelligence Purchase

Canoe Intelligence sits at the centre of developments in the way alternative investments data is...

Financial Results
30 July 2026

Standard Chartered's H1 2026 Wealth Solutions Income Rose 38 Per Cent

The bank reported a broadly positive set of results across business lines including the wealth...

Offshore
30 July 2026

Lighthouse Canton Launches Dedicated Wealth Platform For NRI Investors

The Singapore-headquartered group has launched a cross-border wealth management platform targeting...

Comment & Analysis results for Archive

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...

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...