News, Comment & Analysis results for Archive

M and A
6 November 2025

Utmost Group Completes Lombard International Integration

After securing approval to acquire the business last year, Utmost Group aims to leverage the firm's...

Compliance
6 November 2025

Compliance Corner: Regulatory Change Management Costs Seen Rising

The latest compliance news: regulatory developments, punishments, guidance, permissions and...

Client Affairs
6 November 2025

TV Celebrities Discuss Business Successes, Failures – Guernsey Private Wealth Forum

TV celebrities Jamie Laing, founder of Candy Kittens and Jampot Productions, and Deborah Meaden,...

People Moves
5 November 2025

Who’s Moving Where In Wealth Management? – Charles Russell Speechlys, Quilter, Others

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

New Office
5 November 2025

Union Bancaire Privée Officially Opens Riyadh Office

A number of Western firms have set up in the UAE and related Gulf region in recent years. ...

People Moves
5 November 2025

Top-Level Changes Coming At EFG International's Luxembourg Subsidiary

Among the changes, the banking group said it has nominated a new chair for its Luxembourg business...

Statistics
5 November 2025

Opinion Of The Week: UK Investors Don't Seem That Bothered By Inflation

Maybe UK investors have become used to low single-digit inflation which can still erode wealth –...

Financial Results
5 November 2025

Evelyn Partners Posts Record AuM; Hires New AI Officer

UK wealth manager reported a record £67 billion ($88 billion) in assets under management, with...

New Products
5 November 2025

What’s New In Investments, Funds? – Société Générale, Lombard Odier IM, Others

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

Technology
5 November 2025

Digital Digest: The Latest Tech News – UBS Completes Tokenized Fund Transaction

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

Comment & Analysis results for Archive

Offshore
6 March 2023

The Squeeze On Investment Visas – What Should Happen Now?

With these programmes, the subject of this interview says, the benefit is not just in the initial...

Trust Estate
3 March 2023

Challenges For Multi-Generational Families Over Succession

A take-home point from this article is that for multi-generational family firms to navigate...

Compliance
24 February 2023

Foundations For Effective Corporate Governance

The author argues that UK regulatory expectations largely date back to the financial crisis. At...

Tax
21 February 2023

Soaring Inheritance Tax Receipts Highlight Need For Reform

Inheritance tax receipts are rising, and this suggests that tax brackets are capturing a wider...

Art
9 February 2023

Fine Art Finance – A Change Of Perspective For Your Collection

The international law firm gives a brief tour of the fine art investment landscape, a subject of...

Technology
6 February 2023

An Economic Era Of Data Democratisation?

The author of this article talks about the economic background of inflation and economic...

White Papers
3 February 2023

Achieving Digital Experience Goals With Technology

The author of this article – the second in a series – argues that even in difficult...

Technology
2 February 2023

Where Next For Banks And Digital Assets?

The rout in prices of cryptocurrencies and certain entities last year shook the sector and has left...

Offshore
1 February 2023

Dubai Government Doubles Down In Attracting Onshore, Offshore Wealth

We talk to the government in Dubai – at its economic and tourism department – about its...

Legal
30 January 2023

How Can HNW Individuals Benefit From Litigation Funding Boom?

Litigation funding is an area that can make headlines when a major court case hits the headlines....