News, Comment & Analysis results for Archive

Philanthropy
10 August 2026

Time To Consider Philanthropic Gifting Trends Ahead Of IHT Changes – RBC WM

After RBC Brewin Dolphin’s latest survey revealed that over half of affluent individuals are...

Financial Results
10 August 2026

UOB Second-Quarter 2026 Profit Rises 10 Per Cent; Wealth Fees Hit Record

The Singapore-based bank's HNW assets under management climbed to S$204 billion ($159 billion). It...

Compliance
10 August 2026

Liechtenstein Takes More Systems Offline As Hacking Attack Probe Continues

Authorities in the European financial centre continue to act in the wake of a cybersecurity...

New Products
10 August 2026

What’s New In Investments, Funds? – Standard Chartered

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

People Moves
10 August 2026

Who’s Moving Where In Wealth Management? – Principal Asset Management, Wealth Dynamix

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

Financial Results
7 August 2026

Mediobanca's H1 2026 Wealth Management Net Profit Falls

The Italian bank said the decline in profitability in the wealth management side of the business is...

Uncategorised
7 August 2026

Lighthouse Canton Says It Successfully Closed India Private Credit Investment

The Singapore-headquartered firm said the deal demonstrates how it provides bespoke financing...

Investment Strategies
7 August 2026

Pictet, Indosuez Still Like Equities, Differ On US

Despite continuing market volatility and geopolitical tensions, a number of wealth managers believe...

Financial Results
7 August 2026

GAM Narrows Loss In Q2 2026, Reports Inflows, Higher AuM

The group has restructured and its latest results show that work is bearing fruit, it said...

New Products
7 August 2026

What’s New In Investments, Funds? – Schroders, Legal & General AM, WisdomTree

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

Comment & Analysis results for Archive

Technology
11 January 2023

Exclusive: Wealth Management 2.0 – The Big Opportunity That Only Technology Can Deliver

Camille Vial, who is the CEO of Mirabaud, the Swiss private bank, and Max Chuard, CEO of Temenos,...

Company Profiles
11 January 2023

The Mauritius-Dubai Connection Holds Big Potential – MCB

We talk to Mauritius Commercial Bank about its foray into the Middle East and its Dubai operations....

Investment Strategies
10 January 2023

Emerging Markets In 2023: Short-Term Pain Before Long-Term Gains

LGT Wealth Management joins the chorus of firms talking about investment issues and challenges at...

Client Affairs
5 January 2023

Focus On Investment Opportunities In India – Lombard Odier

Stéphane Monier, chief investment officer at Swiss private bank Lombard Odier in Geneva, discusses...

Legal
4 January 2023

The Power Of Nuptial Agreements In English Courts

As the authors of this article explain, nuptial agreements are not automatically binding in the...

Compliance
23 December 2022

Editorial Comment: Danske's Dirty Money Settlement Shows Complacency Isn't An Option

We reflect on how, at the end of 2022, US and Danish regulators imposed a $2.06 billion settlement...

Philanthropy
20 December 2022

Asset Allocation For Philanthropists Gets Tough

Rising inflation, falling stock markets, pleas for help and donors' own financial constraints mean...

Legal
12 December 2022

Handling Harassment: Rights, Wrongs For HNW Families

Intrusive and unwanted communication can be alarming and upsetting. If something feels wrong, it is...

White Papers
8 December 2022

Wealth Management: Technology Platforms, Competition In Challenging Economic Times

Every wealth manager is struggling with the key question of how to balance competing imperatives....

Art
2 December 2022

Fractions Of Fine Art – In Conversation With Mintus

The $65 billion-plus fine art market hasn't been an easy one to penetrate for those who aren't...