News, Comment & Analysis results for Archive

People Moves
8 October 2024

Switzerland's Bonhôte Continues Hiring

The Swiss firm continues to add to its teams around the country. ...

Investment Strategies
8 October 2024

Long-Term Investment Easy To Praise, Hard To Do In Practice – UK Asset Manager

Against a backdrop of volatile markets and geopolitical tensions, James Anderson, managing partner...

Family Office
8 October 2024

US Family Office Aircraft Users Overwhelmingly Want Better, Newer Planes – Airbus Corporate Jets

Airbus Corporate Jets, part of the France-headquartered aviation group, issues the second of its...

Legal
7 October 2024

EU Top Legal Official Says Malta Is Entitled To Its Golden Visa Regime

While not binding legally, the opinion given by the Advocate General in the EU last week threatens...

New Products
7 October 2024

What’s New In Investments, Funds? – Coller Capital, Saxo UK

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

M and A
7 October 2024

Deals Of The Day: The Latest In Wealth Management M&A – Canaccord Genuity

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

People Moves
7 October 2024

Who’s Moving Where In Wealth Management? – ECP AM, abrdn Adviser, Farrer & Co

The latest moves, appointments and personnel changes among wealth management and related...

Compliance
7 October 2024

Regulators Must Open Up About Decisions To Improve Fairness – Singapore Firm

Regulators that mete out punishments and other measures aren't infallible; a recent saga in...

Investment Strategies
4 October 2024

Sustainable Growth Advisers Outlines Top Stock Pick

As investors face volatile markets and geopolitical tensions, Alexandra Lee at US-based Sustainable...

People Moves
4 October 2024

UK's ValidPath Strengthens Its Compliance Team

The hires reflect the firm’s commitment to providing the highest standards of compliance support...

Comment & Analysis results for Archive

Strategy
9 October 2018

UBS SmartWealth Sale Timing Surprises Online Wealth Manager's CEO

This publication interviewed the CEO and CIO of a new online wealth manager to discuss the future...

Technology
5 October 2018

Closing MiFID II's Research Gap

European rules changing how wealth managers pay for research have, predictably, squeezed supply,...

Investment Strategies
4 October 2018

EDITORIAL COMMENT: Why Wealth Managers Must Get Serious Over Political Risk

A new study has come out underscoring the need to grasp political risk if wealth managers are to do...

Philanthropy
2 October 2018

Transforming Lives With Sports, Art - A Philanthropist's Story

This publication spoke to a prominent India-based philanthropist who has operated internationally....

Wealth Strategies
5 September 2018

Behavioural Economics And Wealth Management – The Comfort Gap

This article gets into the details of behavioural economics and how it applies to investments and...

Legal
4 September 2018

Paul Manafort's Case - How It Implicates The Cyprus Financial Sector

The former Trump campaign manager has been convicted for a range of charges. This article examines...

Offshore
28 August 2018

Mauritius Raises IFC Game, Says Practitioner

In the never-ending battle for business among IFCs, one jurisdiction that appears to be pushing its...

Compliance
24 August 2018

The Case For Handling AML Controls At EU Level

The author of this article, an academic and a former central bank official, says while AML...

Strategy
23 August 2018

What Military Personnel Bring To Wealth Management

Former military personnel of different ranks and backgrounds have successfully switched to wealth...

Tax
21 August 2018

Financial Affairs No Longer Side-Issue For Soccer Stars

This publication interviewed a senior wealth planning consultant at Lombard International about...