News, Comment & Analysis results for Archive

Wealth Strategies
18 September 2024

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...

M and A
17 September 2024

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...

Surveys
17 September 2024

Upcoming Survey Explores Family Offices' Compensation

Having explored family offices' broad trends and projections earlier in 2024, the consultancy is...

People Moves
17 September 2024

S64 Continues Asia-Pacific Expansion, Names Chief Operating Officer

The appointment of the COO, who is based in Singapore, is part of an expansion drive by the...

Alt Investments
17 September 2024

iCapital Lands HSBC Private Banking As Platform Client

In the first phase, the iCapital integration will take place in Singapore and Hong Kong. ...

People Moves
16 September 2024

LGT's India Wealth Business Expands

The newly-appointed figure comes to the firm from Barclays Private Bank. India continues to be one...

Strategy
16 September 2024

UBS's Wealth Co-Head, APAC President Reiterates Asia's Growth Momentum

The wealth management firm, having recently marked Asia as a big revenue and assets driver, has...

Tax
16 September 2024

Ahead Of US Elections, Tax Expert Eyes Expat Demand

With tax certain to be an important topic in coming weeks ahead of the US elections, for a certain...

White Papers
13 September 2024

Citi Private Bank Puts Asset Location, Global Mobility In Focus

In this white paper, the US bank explores the kind of issues and opportunities that "global...

Compliance
13 September 2024

KYC Screening For Private Banks And Wealth Managers: The Sharp Side Of The Mountain

As readers in the industry know, in the evolving landscape of private banking KYC, staying ahead...

Comment & Analysis results for Archive