News, Comment & Analysis results for Archive

ESG
18 August 2026

UK Charities Favour ESG Despite Returns Pressure – Rathbones

Despite pressure to relax ESG policies in order to achieve higher returns, a new study from UK...

People Moves
18 August 2026

LGT Wealth India Names Equities CIO

The CIO has more than two decades of asset management experience in areas such as equity research....

People Moves
18 August 2026

VP Bank Singapore Names New Chief Risk Officer

The CRO comes to the role with a variety of senior compliance roles at private banks and wealth...

People Moves
18 August 2026

Who’s Moving Where In Wealth Management? – De Lisle Partners, Cypher Capital, Others

The latest moves and appointments for wealth management roles in the UK, other parts of Europe, the...

M and A
18 August 2026

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

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

People Moves
18 August 2026

UK Financial Regulator Names India, UAE Attachés

The FCA said the appointments will widen its international presence and support co-operation,...

Compliance
18 August 2026

French Ministry Data Breach Prompts Fresh EU Privacy Concerns

At the nub of the problem is that cyber attacks, campaigners say, demonstrate the dangers of mass...

Technology
18 August 2026

Digital Digest: The Latest Tech News – FE fundinfo

The latest technology news in the wealth management sector from around the world. ...

People Moves
17 August 2026

Citi Wealth Names New Global Head Of Wealth Planning

The firm said that the new global head of wealth planning's background will be a tremendous asset...

Investment Strategies
17 August 2026

Wealth Managers Favour Tech-Driven US, Emerging Market Equities

Franklin Templeton Investment Solutions and HSBC Private Bank and Premier Wealth discuss their...

Comment & Analysis results for Archive

Tax
6 October 2023

Sparing No One: Cross-Border Taxation of Globally Mobile Individuals - Part 1

This is the first of a highly detailed examination of cross-border tax issues for individuals...

Alt Investments
4 October 2023

How Hedge Fund Investors Keep Composed In Volatile World

This news service talks to Sussex Partners, a UK-based business that advises institutions about...

Family Office
28 September 2023

Family Offices Aren't Shunning Risk, But Getting Smarter – Citi Private Bank

After its survey emerged a few weeks ago, Citi Private Bank spoke again to this news service about...

White Papers
21 September 2023

Winning Women In MENA: How Wealth Managers Can Help Further Female Empowerment

A new report from this news service, in partnership with First Abu Dhabi bank, explores what HNW...

Strategy
15 September 2023

Learning From The UK "De-Banking" Furore – A Modern Bank's Perspective

A new financial services firm that calls itself a "Coutts-Revolut" hybrid reflects on the recent...

Legal
31 August 2023

Learning The Legal Lessons From “Succession”

In this detailed analysis of legal questions generated by the HBO television drama, law firm Squire...

Wealth Strategies
30 August 2023

Taking A "Floating" Approach As Rates Rise

This news service talks to US-based New Mountain Capital about the benefits of holding...

Wealth Strategies
25 August 2023

Inflation, Rising Rates Put Behavioural Finance In The Frame

The discipline within economics known as behavioural finance continues to be important. The market...

Investment Strategies
22 August 2023

Value And Growth – Japan’s Promise And Performance

This news service recently talked to a UK-based investment house that concentrates on Japanese...

White Papers
22 August 2023

Jersey Finance Report On Digital Assets, Crypto-Currencies

A new report, published with the island's financial promotional organisation, sets out the issues...