News, Comment & Analysis results for Archive

Financial Results
31 October 2025

Vontobel Sells Financing Platform, Reports AuM Rise

The Swiss firm has sold a platform business to a cantonal bank for an undisclosed sum. Also...

Wealth Strategies
31 October 2025

Bubbles, What Bubbles? – US-Based Pitcairn Dissects Markets, Economy

The multi-family office sets out its thoughts on topics ranging from equity valuations and AI, to...

Company Profiles
31 October 2025

Afin Bank Aims To Serve Client Segments That Others Won't Reach

We talk to a new kid on the banking block – a firm with Africa-based financial backing and a...

New Products
31 October 2025

What’s New In Investments, Funds? – Franklin Templeton, Invesco, Others

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

Financial Results
30 October 2025

Societe Generale Says Group Net Income Rises; Private Banking Inflows Grow

The bank's shares have more than doubled over the past year, highlighting what has – so far –...

Financial Results
30 October 2025

Standard Chartered's Q3 2025 Profit Rises 20 Per Cent; Wealth Income Gains

The performance gains by the group were broad-based, with wealth solutions playing a part in the...

Financial Results
30 October 2025

Private Bank Revenues Rise At Deutsche Bank In Q3 2025

Figures across the private banking and wealth management side of the Frankfurt-headquartered group...

People Moves
30 October 2025

Who’s Moving Where In Wealth Management? – MASECO Private Wealth, Tower Peak Partners, Others

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

New Products
30 October 2025

What’s New In Investments, Funds? – Aberdeen Investments

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

Financial Results
29 October 2025

UBS Pre-Tax Profit Rises In Q3 2025; Wealth Revenues, Assets Gain

The bank reported a generally positive set of results, noting, for example, that it was making...

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....