News, Comment & Analysis results for Archive

Investment Strategies
26 September 2025

Wealth Managers Use Derivatives, Hedge Funds To Manage Volatility

Continuing our look at ideas on asset allocation and the approaches wealth managers take, we...

New Office
26 September 2025

Ocorian Expands In United Arab Emirates

The firm’s announcement follows a number of firms recently setting up shop in Dubai and...

Legal
26 September 2025

How Potanina V Potanin Shapes England’s Stance On International Millionaire Divorces

This article ponders the implications of a major international divorce case, recently held in...

M and A
25 September 2025

Deals Of The Day: The Latest In Wealth Management M&A – Crisil, McKinsey PriceMetrix

The latest mergers, acquisitions and other corporate actions in the wealth management sector. ...

Alt Investments
25 September 2025

Union Bancaire Privée Challenges Fears Of Shrunken Stock Markets

A constant refrain in parts of the investment field is that listed companies have declined...

Alt Investments
25 September 2025

As Barriers Ease, Survey Probes UK Investors' Crypto Enthusiasm

With UK rules on how cryptos can be held in exchange-traded products about to change, this news...

Asset Management
25 September 2025

What's New In Investments, Funds? – Deutsche Bank, DWS, Partners Group, Schroders, Others

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

People Moves
24 September 2025

Who’s Moving Where In Wealth Management? – RBC BlueBay, Ortec Finance, Others

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

Company Profiles
24 September 2025

Treble Peak Founder, CEO On Modernising Private Market Investing

We sit down with a 30-year veteran of the alternatives investment space about the challenges and...

People Moves
24 September 2025

Syz Bank Makes Three Strategic Hires

The new appointments underscore the bank’s continuing growth, following a series of strategic...

Comment & Analysis results for Archive

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....

Offshore
25 January 2023

New BVI Act Provides Clarity On Virtual Assets

In December, legislation was introduced in the British Virgin Islands for virtual assets. The...