News results for Archive

Strategy
29 November 2023

HSBC Smiles On Quality Bonds In 2024

HSBC Global Private Banking has just published its investment outlook for the first three months of...

Market Research
29 November 2023

Sovereign Wealth Funds Reach Record Share Of Asset Ownership

The Thinking Ahead Institute has just released new research on global asset ownership. ...

New Products
28 November 2023

Partners Capital Launches Digital Content Library

Global Outsourced Investment Office’s Intellectual Capital Library offers a digital library of...

People Moves
28 November 2023

Brooks Macdonald Names New Chairman

The new senior hire, described as an "outstanding candidate," has extensive experience in financial...

Alt Investments
28 November 2023

What’s New In Investments, Funds? – Saxo

The latest news in investment offerings, financial products and other services relative to wealth...

ESG
28 November 2023

UK’s Global Returns Project Unveils New Partnership 

The organisation raises money for selected climate charities and, by working with a number of...

Financial Results
28 November 2023

Julius Baer Flags SFr606 Million Nominal Debt Exposure; Shares Slip

In its latest interim statement, the Zurich-headquartered bank said it booked SFr70 million of...

Alt Investments
28 November 2023

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...

M and A
27 November 2023

JTC To Acquire UK Asset Manager Blackheath

London-listed global professional services business JTC strengthens its alternative asset...

Real Estate
27 November 2023

Saudi Family Offices Tap UK Logistics Potential

The story sheds light on how family offices, as examples of "patient capital," are looking at...

Comment & Analysis results for Archive

Company Profiles
20 October 2023

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...

White Papers
13 October 2023

Research: Tech & Ops Wealth Trends In Wealth Management 2023

The 26-page report examines the issues and concerns affecting the shape of technology and...

Tax
9 October 2023

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...

Tax
6 October 2023

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...

Alt Investments
4 October 2023

How Hedge Fund Investors Keep Composed In Volatile World

This news service talks to Sussex Partners, a UK-based business that advises institutions about...

Family Office
28 September 2023

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...

White Papers
21 September 2023

Winning Women In MENA: How Wealth Managers Can Help Further Female Empowerment

A new report from this news service, in partnership with First Abu Dhabi bank, explores what HNW...

Strategy
15 September 2023

Learning From The UK "De-Banking" Furore – A Modern Bank's Perspective

A new financial services firm that calls itself a "Coutts-Revolut" hybrid reflects on the recent...

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...

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...