Latest Comment & Analysis

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 Patton Boggs walks readers around the issues. ...

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 floating-rate credit exposures and how this can work to investors' advantage when rates have been rising, as they have recen...

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 dramas of recent years, ranging from failing banks to rising interest rates, create plenty of examples of behavi...

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 in and around digital assets and crypto-currencies such as bitcoin. ...

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 investments and the opportunities it sees building in the country. ...

Technology
21 August 2023

How AI Can Raise Wealth Management Game In The Gulf

With artificial intelligence technology gathering headlines and stirring controversy – and excitement – we examine how it could affect private banking and wealth management in the Middle East. ...

Latest News

People Moves
26 September 2023

Quintet Private Bank Names New Group Chief Operating Officer

The new group COO has spent many years as the trusted partner of prominent wealth managers worldwide, advising them on how best to compete and build profitable, sustainable and future-proof business models. ...

New Office
26 September 2023

Recently-Founded MEUM Opens London Office

Founded in 2022, MEUM’s goal is to transform the traditional model of delivering professional services to high net worth individuals, their businesses, and their families, by providing an array of services und...

Legal
26 September 2023

Goldman Sachs Tries To Resolve New 1MDB Dispute – Report

The scandal of how billions of dollars were siphoned off the state-created fund – set up to help the emerging market country develop – has affected financial centres, prompted soul-searching about money laun...

Surveys
26 September 2023

How To Capitalise On "Megatrends" – Pictet Study

A new study by Swiss wealth and asset manager Pictet entitled "Megatrending – Opportunities Ahead" assesses the causes, current state of play and investable opportunities of three megatrends, namely resource s...

People Moves
26 September 2023

Who’s Moving Where In Wealth Management – Quilter, Charles Russell Speechlys, Others

The latest moves and appointments in wealth management in the UK, the rest of Europe, the Middle East and other select locations. ...

Technology
26 September 2023

Digital Digest: The Latest Tech News – Taurus

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