News, Comment & Analysis results for Archive

Fund Management
16 January 2026

What's New In Investments, Funds? – Invesco

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

People Moves
16 January 2026

Who’s Moving Where In Wealth Management? – AlTi Tiedemann Global, Cognito, Others

The latest senior moves, appointments and personnel changes in wealth management for the UK, rest...

Investment Strategies
16 January 2026

UBP Bolsters Gold Exposure

At a media event in London this week, experts at Geneva-headquartered Swiss private bank Union...

Awards
15 January 2026

Channel Islands' Wealth Sector Success Showcased In Acclaim 

Here is the latest in our series of Acclaim publications. ...

People Moves
15 January 2026

Indosuez Expands Middle East Wealth Management Services

Indosuez says it is committed to boosting its wealth management offering in the region with organic...

Comment & Analysis results for Archive

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...