News, Comment & Analysis results for Archive

People Moves
18 June 2026

Who’s Moving Where In Wealth Management? – Quilter Cheviot

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

New Products
18 June 2026

What’s New In Investments, Funds? – BNP Paribas, M&G

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

People Moves
17 June 2026

IQ-EQ Targets Middle East, Makes Senior Hire

In line with a number of firms that have been expanding their presence in the Middle East, IQ-EQ...

M and A
17 June 2026

Fenchurch Advisory Partners Expands US Presence With Acquisition

The combined firm, with over 110 investment bankers serving the financial services sector, has...

People Moves
17 June 2026

UBS Appoints Market Team Head For Australian Wealth Business

The new appointee has been in the financial services sector for more than 30 years. ...

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...