News, Comment & Analysis results for Archive

Banking Crisis
7 January 2026

UBS Sells $3 Billion Of AT1 Bonds – Media

Additional Tier 1 bonds are a form of "bail-in" instrument designed to avoid taxpayers being...

Investment Strategies
7 January 2026

Wealth Managers Positive On Emerging Markets, AI, Gold, Defence

After emerging market equities outperformed many developed markets in 2025, led by a broad rally in...

Company Profiles
7 January 2026

Nedgroup Investment Remains In "Growth Mode"

In December, we talked to the chief commercial officer about the firm's direction of travel as a...

Tax
6 January 2026

Andersen Frowns At US Relief From Minimum Corporate Tax Regime

A carve-out for US-based corporates from elements of a proposed global minimum tax regime suggests...

Investment Strategies
6 January 2026

Wealth Managers Ponder Venezuela Fallout

The Trump administration certainly began 2026 in dramatic fashion, announcing the capture of the...

Company Profiles
6 January 2026

Expanding Klay Sets Sights On Swiss Entry, Explains Business Model

The rise of such firms highlights how HNW and ultra-HNW individuals, often with multiple bank...

People Moves
6 January 2026

Who's Moving Where In Wealth Management? – Helvetic Trust, Algebris, Amundi, Others

The latest moves, appointments and personnel changes for wealth management in the UK, rest of...

Market Research
6 January 2026

Commodity Markets, China Top Performers In 2025 – AIC

The UK’s Association of Investment Companies has released new research for closed-ended...

People Moves
6 January 2026

Afin Bank Names New Head Of High Net Worth And Diaspora Banking

In a short time, the new head has already made an "exceptional" contribution to Afin Bank,...

M and A
5 January 2026

Deals Of The Day: The Latest In Wealth Management M&A – MetLife Investment Management, PineBridge

The latest mergers, acquisitions and other corporate actions in the wealth management sector. ...

Comment & Analysis results for Archive

Strategy
3 April 2023

GCC Countries’ Economic Dynamism Attracts Investors And Wealth

In the first of a series of articles, we look at trends in the GCC region's wealth management...

WM Market Reports
22 March 2023

Tech Traps Wealth Managers Must Avoid 2023

The latest edition of our regular "Tech Traps" reports. ...

Compliance
21 March 2023

Developments In Private Bank RegTech – Views From The Experts

Regulatory technology – software that a private bank has to use in order to produce information...

Alt Investments
21 March 2023

In Tough Times, Private Market Secondaries Can Shine

The venture capital, private equity and other parts of the "private markets" space have been jolted...

Strategy
9 March 2023

Exclusive: Biotech Sector To Take Off In 2023

Swiss-based BB Biotech’s head investment manager, Daniel Koller, talks to this news publication...

Asset Management
6 March 2023

Comgest's Mood Brightens For Europe, Asia Investments

After a strong start to global stock markets, Franz Weis chief investment officer at Comgest, a...

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...