News results for Archive

April 28, 2021

Preview - Sixth Annual Family Office Fintech Summit, May 4 - 6

Watch our sneak preview of discussions at our 6th Annual Family Office Fintech Summit next week.

People Moves
April 28, 2021

KeyBank Wealth Management Names New President

His new role covers a business that serves mass-affluent, high net worth and ultra-HNW

April 28, 2021

ESG-Themed Exchange Trade Funds, Products Grab More Inflows - Data

The vogue for environmental, social and governance-themed investing continues, and the inflows into

April 27, 2021

HNW Individuals Must Prepare For Rising CGT, Be "Proactive"

Higher taxes for millionaire investors are coming - the question is exactly what the new rates will

April 27, 2021

Wealth Earnings Rise At UBS; Reshuffles C-Suite

In broad terms, the results were highly positive and the bank's return on equity was ahead of its

Comment & Analysis results for Archive

Wealth Strategies
October 12, 2020

Don't Let Your Politics Blunt Investment Returns

Political opinions, of any kind, can seriously reduce your investment returns. Anti-capitalism and

Family Office
October 9, 2020

Protecting Family Offices In Remote Working Age

What steps should family offices take to protect cybersecurity at a time when family and non-family

M and A
October 8, 2020

M&A Spree Shows Scale Is Name Of The Game

A prominent figure in the North American wealth space ruminates on a spate of M&A activity,

Client Affairs
September 29, 2020

WEALTH TALK: Private Client Series With Kobre & Kim - A Focus On Hong Kong

This is the second episode of a video series by this news service in partnership with international

Investment Strategies
September 24, 2020

Pandemic: ESG's Deathknell Or New Beginning?

What effect has the global pandemic had on the trend known as ESG investing? Is it a net plus for