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Latest Comment & Analysis

23 December 2021

Updated Forward Features For 2022

Here is the most recent forward features schedule, taking us to the end of 2022. ...

Client Affairs
9 December 2021

No Time To Write off Inter-Dealer Voice Brokers

In an increasingly digitalised trading environment, this guest writer looks at the future for voice-brokered transactions. Are they heading for redundancy? And, if so, how shortsighted is the bet on electronic o...

Industry Surveys
7 December 2021

European Winners, Losers As Private Jet Registrations Soar

Figures for the 2019 to 2021 period reveal which jurisdictions have gained more aircraft registrations and which have lost some ground. This news service drills into why some of these changes have taken place. ...

6 December 2021

The Dangers Of Pension Offsetting In Divorce

The authors of this article argue that without proper advice, pension offsetting, rather than pension sharing, could allow the inequality in pension wealth to continue long after a couple’s divorce.  ...

1 December 2021

Editorial Analysis: Credit Suisse's Wealth Pivot

This news service looks back to the bank's Q3 results and strategy update. We look at the wealth management shifts being contemplated, and some of the growth and hiring ambitions of the Zurich-listed group. ...

Family Business Insights
26 November 2021

Dynasties And Drama: Family Business In Focus

The author of this article asks what questions can be learned from the dramas of family business owners and their succession struggles. ...

Latest News

17 January 2022

WEALTH TALK: Getting The Right Wealth Tools For ESG – A Conversation With InvestCloud

We talk to InvestCloud on some of the challenges raised by ESG investing and how technology can put clients in the driving seat. ...

Client Affairs
17 January 2022

Blue Monday: Quilter Offers Free Mental Wellbeing Talks Today

Beat Blue Monday today by joining lunch-time online talks offered by Quilter in association with mental health support Spill. ...

17 January 2022

Citi Private Bank's Q4 2021 Revenues Rise

Compared with last year, the private banking arm of the US bank reported a broadly stronger set of results in the latest quarter. ...

17 January 2022

BlackRock's AuM Pushes Over $10 Trillion Mark

Rising markets and inflows for the whole of 2021 lifted the US-listed asset manager to a new milestone for AuM. ...

New Office
17 January 2022

UK's Artorius Moves To Yorkshire Stately Home

As an example of the kind of regional moves that wealth managers make, the UK-based firm is opening a Yorkshire office, and with a twist. ...

People Moves
17 January 2022

Schroders Appoints Co-heads Of Investments, Senior Changes

Schroders’ internal senior reshuffling indicates that wealth management appears to face a talent shortage (along with a number of other sectors) and firms are having to figure out how to address this.  ...