News, Comment & Analysis results for Archive

Investment Strategies
27 July 2026

EXCLUSIVE: Arbra Partners Targets Middle East, Portugal

The creator of asset manager and wealth advisory Arbra Partners talks about why he started his...

Legal
27 July 2026

OPINION OF THE WEEK: Beware Of AI Notetaking Threat To Confidentiality

Lawyers can put confidentiality and privilege at risk if AI notetakers are used in meetings – one...

Strategy
27 July 2026

UOB Private Bank Sets Out Hong Kong AuM, Headcount Growth Goals

One of the "Big Three" Singapore-headquartered bank's has set out its wealth management and private...

People Moves
27 July 2026

Who's Moving Where In Wealth Management? – Fasanara Capital, TEAM

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

Financial Results
24 July 2026

Vontobel H1 2026 Profit Surges 87 Per Cent

The Swiss private bank and investment manager reported higher revenues and a lower cost base in the...

New Products
24 July 2026

What’s New In Investments, Funds? – BlackRock, Phenix Capital Group

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

M and A
24 July 2026

Advisor Consolidation, US-UK Dealflow Strong; Australia Offers Promise – Report

At the half-way point of 2026, a firm examines transaction trends for wealth management in three...

M and A
24 July 2026

UK Defence M&A Sees Deal Surge In First Half 2026

Interest in the UK defence sector is rising, and valuations are continuing to trend upwards with...

People Moves
24 July 2026

Who’s Moving Where In Wealth Management? – William Blair, Canaccord Wealth, Margetts

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

ESG
24 July 2026

UBP Highlights That Electrification, Regenerative Agriculture Is Gaining Ground In Middle East Conflict

At a Union Bancaire Privée Impact Media Roundtable this week, Mathieu Nègre, head of impact...

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...