News, Comment & Analysis results for Archive
Switzerland Punishes Mirabaud For "Serious" Compliance Violations, Confiscates SFr12.7 Million
The regulator said it is not disclosing further details about proceedings or the identities of the...
Family Offices Spread International Wings With New Offices – Study
The growing international footprint of family offices is not a new phenomenon, of course, but this...
CFA UK's Chief Executive To Depart After 18-Year Tenure
The CFA UK – part of the worldwide CFA Institute – is hunting for a new chief executive as its...
Deals Of The Day: The Latest In Wealth Management M&A – Brooks Macdonald, Lucas Fettes
The latest mergers, acquisitions and other corporate actions in the wealth management sector. ...
Who's Moving Where In Wealth Management? – ARC Research, Verso, ALFI, Others
The latest moves, appointments and other personnel changes in the North American wealth management...
Philanthropy Impact, University Of Zurich Create Advisor Course
The programme is an example of how the worlds of impact investment, philanthropy and wealth...
Analysis: For Investors, Asset Location, Not Just Allocation, Is Central
Where and in what structures investments are held appear to be as increasingly significant as the...
Deutsche Considers How To Stymie UniCredit's Plans For Commerzbank – Report
Germany's largest bank is reportedly thinking about how to respond to last week's announcement by...
JTC Continues Acquisition Spree With Proposed Citi Trust Deal
JTC has made a number of trust company and related sector acquisitions, part of an M&A trend in...
Upcoming Survey Explores Family Offices' Compensation
Having explored family offices' broad trends and projections earlier in 2024, the consultancy is...
Comment & Analysis results for Archive
Power Of Attorney Still Fit For Purpose Amid The Big Intergenerational Wealth Shift - Lawyers
The instrument of lasting power of attorney has come in for attack in recent weeks but lawyers say...
GUEST ARTICLE: A Walk Around Controversy Over Lasting Powers Of Attorney
Comments from a judge around what he sees as abuse of Lasting Power Of Attorney have prompted...
As World Demands Transparency, US Trusts Sector Remains Haven Of Privacy
Financial privacy is under pressure around the world but one country is holding out against the...
Sports Stars Should Plan For The Worst To Deal With Career-Ending Injuries, Says RBC Wealth Management
This is the fourth in a series of articles in which this publication examines the world of sports...
IFC World 2017
The offshore world of financial services is a shadow of its former self....
GUEST ARTICLE: Who Will Be Referee for Abramovich Divorce?
The finer details of the divorce settlement are likely to remain shrouded in mystery, this article...
Safe Investments Not Boring For Sports Stars, Says RBC Wealth Management
This is the third in a series of articles that examine the world of sports and wealth planning and...
EDITORIAL COMMENT: The Continuing Pain Of Negative Interest Rates
Official data issued a few days ago reminded bankers of the cost of negative interest rates, a...
GUEST ARTICLE: The Changing Face Of Family Office Investing
The author of this item takes a look at the current much-touted trend of family offices investing...
GUEST ARTICLE: Criminal Finances: Is A Public Register The Most Effective Weapon?
This article examines the use of public registers as jurisdictions across the world continue to up...
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