News results for Archive

Statistics
26 January 2022

ETF, Products Industry Sets Fresh AuM Record

Exchange traded funds had a banner year for growth and inflows in 2021 as markets continued to...

Compliance
26 January 2022

Compliance Corner: United Arab Emirates, SPACs

The latest compliance news: regulatory developments, punishments, guidance, permissions and new...

White Papers
26 January 2022

What Should Family Offices Ask Their Lawyers – White Paper

The law firm has issued a new white paper series exploring the kind of points family offices should...

Reports
25 January 2022

Credit Suisse Warns Of Litigation Hit To Q4, 2021 Profit

The past year for the bank has been difficult, with the chairman of the firm resigning last week....

Real Estate
25 January 2022

UBS Takes Risks Off Chinese Real Estate Table

China's authorities have loosened monetary policy and sought to contain the fall-out from...

People Moves
25 January 2022

Mediolanum Adds Chief Business Officer To C-Suite Hires

By adding a chief business officer to other recent senior hires, the Dublin firm is aiming at...

People Moves
25 January 2022

Who's Moving Where In Wealth Management? – Ninety One, Brewin Dolphin

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

Reports
25 January 2022

CI Financial Data Underscores Banner M&A Year

CI Financial, which embarked on a buying spree in the US RIA sector in 2020, now has 23 RIAs in its...

M and A
25 January 2022

Geneva-Based Decisive Capital Management Buys Artorius's Zurich Business

Decisive said the acquisition will strengthen its footprint in Zurich. ...

People Moves
25 January 2022

Summary Of Global Executive Moves In Wealth Management – December 2021

A round-up of moves across the wealth management industry. One of the stand-outs was the return to...

Comment & Analysis results for Archive

Investment Strategies
19 January 2022

Investors Should Lean In To India's Opportunities – Matthews Asia

India can provide investors with a high-growth allocation in their portfolios particularly at a...

ESG
14 January 2022

Wealth Industry's Force For Environmental Good Accelerates

We talk to an investment firm at the cutting edge of putting money to work in businesses that cut...

Philanthropy
13 January 2022

Cazenove Capital Eyes Strong Donor Advised Fund Demand

Donor-advised funds are a turn-key solution for rapidly building a philanthropic toolkit and...

Uncategorised
23 December 2021

Updated Forward Features For 2022

Here is the most recent forward features schedule, taking us to the end of 2022. ...

Client Affairs
9 December 2021

No Time To Write off Inter-Dealer Voice Brokers

In an increasingly digitalised trading environment, this guest writer looks at the future for...

Industry Surveys
7 December 2021

European Winners, Losers As Private Jet Registrations Soar

Figures for the 2019 to 2021 period reveal which jurisdictions have gained more aircraft...

Legal
6 December 2021

The Dangers Of Pension Offsetting In Divorce

The authors of this article argue that without proper advice, pension offsetting, rather than...

Strategy
1 December 2021

Editorial Analysis: Credit Suisse's Wealth Pivot

This news service looks back to the bank's Q3 results and strategy update. We look at the wealth...

Family Business Insights
26 November 2021

Dynasties And Drama: Family Business In Focus

The author of this article asks what questions can be learned from the dramas of family business...

Legal
19 November 2021

Spotting The Signs: Fraudulent Trustees Post-Pandemic

This guest piece examines what defines trustee mismanagement, such as making investments outside...