News, Comment & Analysis results for Archive

Tax
20 October 2025

UK Wealth Tax Could Provoke £100 Billion Outflow, Rathbones Warns

Wealth taxes have been introduced – and sometimes later axed – in several European nations. In...

Alt Investments
20 October 2025

Schroders Positive On Renewable Infrastructure Asia, Europe

Nils Rode, chief investment officer at London-headquartered Schroders Capital, the private markets...

New Products
20 October 2025

BNP Paribas Continues Infrastructure Trend With New Fund

The asset management arm of the French bank has launched an infrastructure fund, highlighting how...

Company Profiles
17 October 2025

Co-Investing And Swapping Ideas – In Conversation With London Technology Club

Clubs and networking organisations of all kinds operate across the world's wealth management...

Technology
17 October 2025

Digital Digest: The Latest Tech News – Interactive Brokers

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

People Moves
17 October 2025

UBS Signals AI Ambitions With Top Hire

As wealth advisors increasingly embrace the use of artificial intelligence, Zurich-headquartered...

Alt Investments
17 October 2025

Ardian Announces Big Fundraise In European Infrastructure

As companies expand their infrastructure investment capabilities, Ardian, a France-headquartered...

People Moves
17 October 2025

Who’s Moving Where In Wealth Management? – FundBank

The latest moves and appointments for wealth management roles in the UK, other parts of Europe, the...

New Products
17 October 2025

What’s New In Investments, Funds? – Fidelity International, Firenze, Parmenion, Others

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

Strategy
17 October 2025

iCapital Eyes Further Singapore, Hong Kong Expansion, Plans Australia Office – Report

As headcount grows in Singapore, and with a recruitment drive in the jurisdiction and Hong Kong,...

Comment & Analysis results for Archive

Client Affairs
12 March 2025

Wealth Asset Allocators: We Need To Talk About Defence

With geopolitical shifts of the magnitude of the US stance on Ukraine, Russia and other events...

Strategy
28 February 2025

Private Banks' Onboarding Limitations Revealed – And How To Fix Them

Client onboarding in private banking is riddled with inefficiencies – not just for high-risk...

Technology
19 February 2025

The Soaring Trend Of AI "Co-Pilots" In Wealth Management

We hear much commentary today about the use of AI "co-pilots" in financial services. What do they...

Company Profiles
13 February 2025

A Fund For All Seasons: Mixing Investment Styles At UK's Nutshell

A City financial trading background, added to a disciplined investment mindset, appears to be...

New Products
6 February 2025

Private Aviation's Investment Allure Weathers Turbulent Times

Rising wealth, discontent with the irritations of routine commercial flights, and the desire to...

Investment Strategies
19 December 2024

2025 Private Credit Predictions: An Expert Perspective

A 26-year veteran of the alternative investments sphere – including private credit – explains...

Offshore
9 December 2024

The Bahamas: A Complete and Compelling Choice 2024

This publication carries a spread of articles and insights about the Caribbean jurisdiction. ...

Investment Strategies
18 November 2024

US Equities, Dollar Delivers Ringing Endorsement Of Trump. What Now? – WELREX - Part 2

We publish the second part of this analysis which examines the implications of the US presidential...

Investment Strategies
14 November 2024

US Equities And Dollar Have Delivered Ringing Endorsement Of Trump. What Now? – WELREX - Part 1

The first in a two-part detailed analysis about what the financial markets could do in the next...

Alt Investments
4 November 2024

In Troubled Times, What's The Investment Case For Fine Alcohol?

Whether it is fine wine, whisky or cask tequila, there is a case, so advocates for investing say,...