News results for Archive

People Moves
12 May 2021

Partners Capital Names New Co-Chief Investment Officers

Founded in 2001, Partners Capital has offices in Boston, New York, London, Singapore, Hong Kong,...

Reports
11 May 2021

Jersey's VG Group Makes Promotions, Hires

The group said that its new business has risen rapidly over the past year. ...

Company Profiles
11 May 2021

Driving Business Through Pandemic - Interview With Bordier UK's Jamie MacLeod

This news organisation catches up with one of the "dynamos" of the UK wealth management sector -...

Reports
11 May 2021

HSBC Trumpets Asia-Pacific Hiring Progress, Business Inflows

In February, HSBC announced that it plans to hire more than 5,000 client-facing personnel in the...

People Moves
11 May 2021

Bank Syz Names New Advisory Head

Reporting directly to the head of private banking, the new advisory lead will co-head the Geneva...

People Moves
11 May 2021

Who's Moving Where In Wealth Management? - Stonehage Fleming, Deutsche Bank, Others

The latest senior moves in wealth and asset management from across Europe and the UK. ...

Wealth Strategies
10 May 2021

The ESG Phenomenon - Manulife

Developments and commentary in and around the ESG investment space. ...

Alt Investments
10 May 2021

Hedge Funds Continue Strong Run, Crypto-Strategies Surge

Among the brightest spots in the data were the red-hot returns chalked up by hedge funds playing in...

Reports
10 May 2021

Regulator Endorses LLB's Austrian Client Referral Pact

LLB has agreed to a referral deal with Credit Suisse in Austria, expanding its footprint in the...

New Products
10 May 2021

What's New In Investments, Funds? - Liontrust

The latest offerings in investments, such as funds and structured products, and other notable...

Comment & Analysis results for Archive

Offshore
22 April 2021

Trend Of US Citizenship Renunciation To Rise "Dramatically"

The threat of higher US taxes, combined with other factors, could produce a sharp rise in the...

Investment Strategies
14 April 2021

Recovery From COVID-19 - What Wealth Managers Say

We set out a range of commentaries from wealth and asset management groups about how the economic...

Investment Strategies
6 April 2021

Infrastructure's Yield Appeal Goes Down A Treat At Edmond De Rothschild

The venerable European wealth management and investment house has around 150 years of experience in...

Wealth Strategies
2 April 2021

How COVID-19 Lit A Fire Under Japanese Corporate Reform

A number of Japanese companies - and their shares - stand to benefit from a faster pace of...

Technology
1 April 2021

Boost Advice's Added Value With Goal Monitoring

Gearing advice to specific financial goals is a powerful way to demonstrate added value and...

Technology
31 March 2021

Get Right Balance Between Man And Machine

Wealth managers must implement efficient, scalable ways of working, while capitalizing on the human...

Family Office
30 March 2021

Family Offices’ Quiet Power Behind Life Sciences

A recently-announced major investment into the UK's life sciences sector by a Middle East sovereign...

Company Profiles
30 March 2021

Robo-Wealth Advisor Trend Has Big Upside Potential, Says Bambu

This publication recently spoke to the digital advisor business about prospects and what it thinks...

Technology
30 March 2021

Supercharging Client Engagement With Digital Financial Personality Profiling

Where it is used in client engagement efforts at all, technology tends to focus on the...

Technology
29 March 2021

How Low-Tech Compliance Hits Competitiveness

It is becoming increasingly apparent how costly a low-tech approach to compliance management can be...