News, Comment & Analysis results for Archive

Technology
27 November 2025

Digital Digest: The Latest Tech News – Bloomberg, Canaccord

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

Legal
27 November 2025

Credit Suisse AT1 Bondholders: Navigating Legal Routes After Swiss Write-Down

Recent legal developments mean that those bondholders who were left out of pocket under terms of...

Tax
27 November 2025

UK Government Adds To Tax Burden – Wealth Managers' Reactions

Here are reactions to the UK Autumn Budget, covering areas such as property, savings, pensions and...

Tax
27 November 2025

UK Raises Taxes On Savings, Property And Earners – The Main Points

The UK government has extended a freeze to income tax thresholds, increased taxes on dividend...

Investment Strategies
27 November 2025

Ninety One Positive On Emerging Markets In 2026

Anglo-South African asset manager Ninety One discusses tailwinds across emerging market equities,...

Alt Investments
27 November 2025

Private Markets Set To Outperform Public Ones – Hamilton Lane

Hamilton Lane, a US private markets investment firm with $1.0 trillion in assets under management...

Compliance
26 November 2025

SS&C Technologies Builds European Wealth Services Business

The US-headquartered company said the move builds on its success in the UK and cited data showing...

People Moves
26 November 2025

WRISE Group Names Four Senior Executives

The firm's chairman said that the appointments will help bolster its leadership for the "next phase...

Financial Results
26 November 2025

ABN AMRO To Cut Headcount In Cost Reduction Drive

The Netherlands-headquartered group, which has conducted a number of M&A deals on the retail and...

Financial Results
26 November 2025

EFG International Aims At 15 Per Cent Annual Profit Growth

The bank, operating in a number of wealth management regions, has set out growth, profit and other...

Comment & Analysis results for Archive

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...

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...