News, Comment & Analysis results for Archive
UK Lasting Powers Of Attorney Under Spotlight As Controversies Swirl
As populations in developed countries age and diseases such as Alzheimer’s take their toll, the...
Growing Demand For Private Markets Amongst Wealthy – Barclays Private Bank
Private markets participation among wealthy investors surveyed has risen over the past year, even...
Geneva's Syz Group Names New CEO For Alternative Investments Business
The appointee is leading a business that will focus totally on private equity. ...
Advised Investors Far More Confident On Retirement – Amundi Study
A 26-country survey undertaken by the France-headquartered asset management house found that half...
Singapore's Temasek Leans Into Gulf Region Growth Story
The SWF is tapping into a narrative that has, for example, seen advisors to HNW and UHNW...
What’s New In Investments, Funds? – Lazard AM, Franklin Templeton, Others
The latest news in investment offerings, financial products and other services relevant to wealth...
What Does Living Until 100 Mean For Finances? – RBC WM Survey
On International Longevity Day on 1 October 2026, a new longevity study by RBC Wealth Management...
Pre-Tax Operating Loss Narrows Sharply At Close Brothers In 2026 Financial Year
The UK banking and financial services group has sold off parts of its business and made other...
UK's Liontrust Agrees To Buy Hawksmoor Businesses
The Hawksmoor businesses are profitable and will immediately add to Liontrust's earnings. ...
France's RockFi Accelerates Wealth Management Growth With Senior Hire
RockFi, a French private wealth management fintech, supports over 1,500 families and aims to reach...
Comment & Analysis results for Archive
"Organic" Is Growth Watchword For Mirabaud's UK Wealth Business
This news service recently sat down with the head of the UK business arm of Mirabaud Wealth...
Adverse Media Checks A Major Compliance Task, Puts Spotlight On Tech
In this article, we talk to smartKYC, an enterprise solution for KYC due diligence automation. One...
Wealth Managers Discuss Brexit Impact 10 Years On
On the 10-year anniversary of the Brexit referendum this week, Hetal Mehta, chief economist at UK...
ANALYSIS: What Advisors Should Tell Clients Who Use AI For Guidance?
The editor looks at clients' use of AI tools to research financial material and even suggest ideas...
Huge Valuation Gap Hampers AlTi Global Sale
Our US correspondent takes a deep dive into developments at AlTi Global – or AlTi Tiedemann –...
ANALYSIS: The American Citizen Inflow To UK – What's Driving It?
A new residency system, a desire for new lifestyles and opportunities, and a dislike of domestic US...
ANALYSIS: To Reform Or Leave Alone? – Non-Compete Clauses In The UK
Many wealth managers, private bankers and advisors are familiar with non-competes and the other...
HNW Israel Divorce Court Case Uncovers Hidden Assets – Implications
Lawyers comment on the implications of a recent divorce case in Israel where financial structures,...
ANALYSIS: Unclaimed Withholding Taxes - A Multi-Billion Tech Opportunity
Claiming back what are called withholding taxes is becoming an increasingly pressing matter. The...
Fixing A Major Capital Mispricing On Women's Health – In Conversation With Maryann Umoren Selfe
A wealth management and private banking figure uses her understanding of structural mispricing in...