Latest Comment & Analysis
UK's Oakley Capital Stays Nimble As Rates Affect Private Markets
After a decade or more of being told that private market investing was a hot area, drawing in significant funds from wealth managers, family offices and others, the sector has been jolted by rising rates. But th...
Research: Tech & Ops Wealth Trends In Wealth Management 2023
The 26-page report examines the issues and concerns affecting the shape of technology and operations in the world's wealth management sector. ...
Sparing No One: Cross-Border Taxation of Globally Mobile Individuals – Part 2
This article continues to examine – via the circumstances of Prince Harry and Meghan, the Sussexes – the issues that arise when a taxpayer is subject to tax in two countries such as the US and UK. This is th...
Sparing No One: Cross-Border Taxation of Globally Mobile Individuals - Part 1
This is the first of a highly detailed examination of cross-border tax issues for individuals living overseas and often using multiple jurisdictions. ...
How Hedge Fund Investors Keep Composed In Volatile World
This news service talks to Sussex Partners, a UK-based business that advises institutions about hedge fund allocations. With markets often volatile at times, and recovering after the selloffs of 2022, what appro...
Family Offices Aren't Shunning Risk, But Getting Smarter – Citi Private Bank
After its survey emerged a few weeks ago, Citi Private Bank spoke again to this news service about the insights it gleaned, and also reflected on why it gained such a large increase in responses this year. ...
Latest News
Partners Capital Launches Digital Content Library
Global Outsourced Investment Office’s Intellectual Capital Library offers a digital library of the firm’s investment research – previously exclusive to clients – to enable investors to avoid the pitfalls...
Brooks Macdonald Names New Chairman
The new senior hire, described as an "outstanding candidate," has extensive experience in financial services. ...
What’s New In Investments, Funds? – Saxo
The latest news in investment offerings, financial products and other services relative to wealth advisors and their clients. ...
UK’s Global Returns Project Unveils New Partnership
The organisation raises money for selected climate charities and, by working with a number of partners, tries to make "climate philanthropy" a "mainstream" area. ...
UBS Aims To Enhance Infrastructure Assets As Deal-Flow Slows – Report
The pace of infrastructure transactions has slowed in recent months – with rising borrowing costs and economic uncertainties playing a part. The Swiss organisation is reportedly looking to do more work on the ...
JTC To Acquire UK Asset Manager Blackheath
London-listed global professional services business JTC strengthens its alternative asset management business. ...
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