News, Comment & Analysis results for Archive

People Moves
28 January 2025

Julius Baer Poised To Name New Chair Amid Change At Top

Having named a new CEO – now in the post – last year, Julius Baer is also about to name the new...

People Moves
28 January 2025

Standard Chartered Adds Senior Private Markets Figure

Based in Singapore, the new appointee who comes from Jones Lang Lasalle, has almost two decades'...

M and A
28 January 2025

Expect Financial Sector M&A Rise This Year; Wealth Management A Driver – Law Firm

After a rise in financial sector M&A last year, with a raft of wealth managers in the mix, more...

Client Affairs
28 January 2025

Investors Face Emotional Rollercoaster As Volatility Surges – Oxford Risk

Behavioural finance experts Oxford Risk discuss how the perfect storm of volatility could blow...

Alt Investments
27 January 2025

As Markets Rise, Hedge Funds Hit New AuM Heights In 2024

Certain strategies led the way last year, such as those linked to cryptocurrencies, figures from...

Tax
27 January 2025

Wealth Managers React To Spain’s Proposed 100 Per Cent Property Tax

After Spain announced plans to impose a tax of up to 100 per cent on real estate bought by...

Investment Strategies
27 January 2025

Japan Raises Interest Rates To 17-Year High – Reactions

After the Bank of Japan increased short-term interest rates on Friday, while other central banks...

People Moves
27 January 2025

KBI Global Investors Names New CEO

The new CEO, who was appointed deputy CEO last February, has been with the Dublin-based firm since...

Legal
27 January 2025

Half A Century Of Legal Expertise – In Conversation With Druces' Roy Campbell

Working at the law firm for more than 50 years, and with roots in Italy as well as experience the...

M and A
27 January 2025

Deals Of The Day: The Latest In Wealth Management M&A – Hoxton Wealth, Titan

The latest mergers, acquisitions and other corporate actions in the wealth management sector. ...

Comment & Analysis results for Archive

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...

White Papers
23 November 2023

New Report: How Wealth Ecosystem, Healthcare Interact

The boundaries between health and wealth increasingly intersect and a new report from China's Hywin...

Company Profiles
23 November 2023

Banking In Turbulent Times – In Conversation With Arbuthnot Latham

This publication recently sat down with Arbuthnot Latham, the venerable UK private banking group...

Compliance
15 November 2023

Can Rapid Account-Opening Coexist Alongside Heightened Compliance?

The approach that banks and other wealth management industry players take towards handling...

ESG
14 November 2023

"Greenwashing" Controversies Focus Minds On What Investors Own

This news service talks to the MFO – born from a series of corporate mergers and acquisitions –...

ESG
14 November 2023

How Blending Philanthropy, Investment Creates "Win-Wins" – Pictet

This news service recently spoke to a senior Pictet figure about the work it does on...

Compliance
9 November 2023

FINMA's Cryptocurrency Stance Makes Swiss Industry Nervous

Switzerland has made waves in the world of cryptos and digital assets. Its "crypto valley" in Zug...

Family Office
25 October 2023

EXCLUSIVE: A Walk Around Germany's Single-Family Offices Sector – Part 2

In part one of this two-part feature, this publication talked to German banks about their work with...