News, Comment & Analysis results for Archive

Financial Results
31 July 2026

Private Banking, Wealth Operating Profit Rises At NatWest; Evelyn Arrival Boosts AuM

The figures reflect the impact of this year's acquisition of Evelyn Partners. ...

People Moves
31 July 2026

RBC WM Sets Out Next Phase Of European Growth

RBC Wealth Management Europe has announced that it aims to hire more than 70 expert advisors as...

Tax
31 July 2026

OPINION OF THE WEEK: New York's New Property Database Raises Privacy Vs Transparency Debate

The publication of property data in New York as part of the preparations for a new "pied à terre"...

People Moves
31 July 2026

CaixaBank Revamps Wealth Management Division

Valencia-headquartered CaixaBank has created a new organisational structure for its wealth...

Tax
31 July 2026

EXCLUSIVE: Wealth Implications Of New UK Government – RBC WM Gives Its Take

With a new UK Prime Minister and government, naturally the wealth management sector wonders what...

People Moves
31 July 2026

Julius Baer Appoints Ex BoS Manager As Southeast Asia Market Head

The newly-appointed figure, who is based in Singapore, was previously a market head for Indonesia. ...

Financial Results
30 July 2026

Schroders Doubles Statutory H1 2026 Pre-Tax Profit

Gains in assets under management reflected positive market effects and investment performance,...

Financial Results
30 July 2026

Adjusted Pre-Tax Profit Slips At St James's Place In H1 2026

The group has reportedly refunded some clients who have been charged twice. This week, the UK...

Financial Results
30 July 2026

Private Banking Net Income In Q2 2026 Rises At Societe Generale

The banking group became the latest in a number of European lenders to announce second-quarter and...

M and A
30 July 2026

Bloomberg Scores Major Private Markets Move With Canoe Intelligence Purchase

Canoe Intelligence sits at the centre of developments in the way alternative investments data is...

Comment & Analysis results for Archive

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...

Wealth Strategies
25 August 2023

Inflation, Rising Rates Put Behavioural Finance In The Frame

The discipline within economics known as behavioural finance continues to be important. The market...

White Papers
22 August 2023

Jersey Finance Report On Digital Assets, Crypto-Currencies

A new report, published with the island's financial promotional organisation, sets out the issues...

Investment Strategies
22 August 2023

Value And Growth – Japan’s Promise And Performance

This news service recently talked to a UK-based investment house that concentrates on Japanese...