News, Comment & Analysis results for Archive
Summary Of Q2, H1 2026 Financial Results In Wealth Management, Private Banking
We summarise results for the private banking and wealth management arms of banking groups and, in a...
Former Senior BoS Figure Becomes CEO For EFG International’s Dubai Advisory Office
Commenting on the appointment, the bank, which is listed in Zurich, said Dubai remains one of its...
European Firm Serving US Expats Opens NYC Office
The business, which is headquartered in Nice, has opened an office in the iconic Rockefeller Center...
Barclays Private Bank Names MFO, External Asset Management Head For UAE
The role is an example of how intermediaries such as multi-family offices and external asset...
Alibaba's $10 Billion Share Sale Reminder Of Hong Kong's Stock Market Vigour
The share sale adds to a pattern of a vigorous Hong Kong and wider Asian stock market, particularly...
EXCLUSIVE: UBP Outlines Case For Frontier Markets, Emerging Market Debt
Amidst a global bond selloff and increasing geopolitical tensions, Thomas Christiansen (pictured),...
IHT Receipts Rise Again – Wealth Managers Offer Advice
After the UK's revenue department released latest inheritance tax receipt data, showing another...
Indian Women’s $763 Billion Inheritance Bonanza – Barclays Private Bank
The report from the bank found that a clear majority of women expecting to inherit have started to...
EXCLUSIVE: Multrees Strikes Positive Note Amid Change At The Top
There's a new CEO at the helm at the UK-based business and the firm spoke to this news service...
Arbuthnot Latham Eyes Opportunities As US Expats Target UK Investments, Deals
There’s a trend of more Americans coming to the UK, a move that in some ways goes against a...
Comment & Analysis results for Archive
Can Rapid Account-Opening Coexist Alongside Heightened Compliance?
The approach that banks and other wealth management industry players take towards handling...
How Blending Philanthropy, Investment Creates "Win-Wins" – Pictet
This news service recently spoke to a senior Pictet figure about the work it does on...
"Greenwashing" Controversies Focus Minds On What Investors Own
This news service talks to the MFO – born from a series of corporate mergers and acquisitions –...
FINMA's Cryptocurrency Stance Makes Swiss Industry Nervous
Switzerland has made waves in the world of cryptos and digital assets. Its "crypto valley" in Zug...
EXCLUSIVE: A Walk Around Germany's Single-Family Offices Sector – Part 2
In part one of this two-part feature, this publication talked to German banks about their work with...
EXCLUSIVE: A Walk Around Germany's Single-Family Offices Sector – Part 1
As it is high time that this news service took a deep dive into the German single-family offices...
UK's Oakley Capital Stays Nimble As Rates Affect Private Markets
After a decade or more of being told that private market investing was a hot area, drawing in...
Focus On Ireland As A Growing Financial Hub
Michael D’Arcy, former Irish minister of state at the department of finance, discusses the...
Research: Tech & Ops Wealth Trends In Wealth Management 2023
The 26-page report examines the issues and concerns affecting the shape of technology and...
Sparing No One: Cross-Border Taxation of Globally Mobile Individuals – Part 2
This article continues to examine – via the circumstances of Prince Harry and Meghan, the...