News results for Archive

People Moves
27 January 2023

Capital Group Appoints New Chief

Los Angeles-based investment manager Capital Group has announced leadership changes as it expands...

Uncategorised
27 January 2023

From The Editor's Chair: Results, Merger Deals And Video Interviews

An update from the editor about recent coverage and what coverage is coming in the next few days on...

Surveys
27 January 2023

Investors Take A Happier Turn In January

The increase in optimism comes after a run of worsening mood around the world, the figures show. ...

Investment Strategies
27 January 2023

India's Adani Hits Back At Short-Seller's Attack

The story sheds light on the ways that short-sellers seek to profit by targeting organisations...

Strategy
27 January 2023

OPINION OF THE WEEK: Wealth As A Service: Looking Beyond “Crazy Rich Asians”

The author of this opinion piece explores the promise and challenges of serving mass-affluent...

People Moves
27 January 2023

Who’s Moving Where In Wealth Management? – ALFI, Aaro Capital, Praetura

The latest moves and appointments in wealth management in the UK, the rest of Europe, the Middle...

Fund Management
27 January 2023

Time Up for Reverse Solicitation? Case Study:  Monaco 

This detailed explanation of a practice, and how regulators apply it in jurisdictions such as...

ESG
27 January 2023

Focus On 2023 Outlook For Sustainable Investors – Downing

Roger Lewis, head of ESG at Downing, a sustainable investment manager, outlines what 2023 is likely...

M and A
26 January 2023

Indosuez Wealth Management Acquires Most Of Wealth Dynamix

The transaction extends collaboration between the firms that started in 2019. ...

Industry Surveys
26 January 2023

Redefining Wealth In Family Businesses – KPMG Report

KPMG Private Enterprise has released a new report this week – Redefining wealth in business...

Comment & Analysis results for Archive

Company Profiles
11 January 2023

The Mauritius-Dubai Connection Holds Big Potential – MCB

We talk to Mauritius Commercial Bank about its foray into the Middle East and its Dubai operations....

Technology
11 January 2023

Exclusive: Wealth Management 2.0 – The Big Opportunity That Only Technology Can Deliver

Camille Vial, who is the CEO of Mirabaud, the Swiss private bank, and Max Chuard, CEO of Temenos,...

Investment Strategies
10 January 2023

Emerging Markets In 2023: Short-Term Pain Before Long-Term Gains

LGT Wealth Management joins the chorus of firms talking about investment issues and challenges at...

Client Affairs
5 January 2023

Focus On Investment Opportunities In India – Lombard Odier

Stéphane Monier, chief investment officer at Swiss private bank Lombard Odier in Geneva, discusses...

Legal
4 January 2023

The Power Of Nuptial Agreements In English Courts

As the authors of this article explain, nuptial agreements are not automatically binding in the...

Compliance
23 December 2022

Editorial Comment: Danske's Dirty Money Settlement Shows Complacency Isn't An Option

We reflect on how, at the end of 2022, US and Danish regulators imposed a $2.06 billion settlement...

Philanthropy
20 December 2022

Asset Allocation For Philanthropists Gets Tough

Rising inflation, falling stock markets, pleas for help and donors' own financial constraints mean...

Legal
12 December 2022

Handling Harassment: Rights, Wrongs For HNW Families

Intrusive and unwanted communication can be alarming and upsetting. If deep-down something feels...

White Papers
8 December 2022

Wealth Management: Technology Platforms, Competition In Challenging Economic Times

Every wealth manager is struggling with the key question of how to balance competing imperatives....

Art
2 December 2022

Fractions Of Fine Art – In Conversation With Mintus

The $65 billion-plus fine art market hasn't been an easy one to penetrate for those who aren't...