News, Comment & Analysis results for Archive
Citigroup Investigated HR Complaints Against Wealth Division Chief – Report
The complaints reportedly came from current and former members of staff, the report, which did not...
UK Inflation's Hot Summer Surprise: Wealth Managers' Reactions
After annualised UK inflation rose by higher than expected in July, wealth managers comment. ...
UOB Private Bank Completes Another International Next Gen Programme
The course for young adult members of UHNW families – from eight countries – speaks to how...
UK Red Tape Hampers Charitable Giving – Rathbones
Complex regulation deters many wealthy families from leaving money to charities in their will,...
Who’s Moving Where In Wealth Management? – Sarasin & Partners, Oberon, Quilter
The latest moves and appointments for wealth management roles in the UK, other parts of Europe, the...
Deals Of The Day: The Latest In Wealth Management M&A – Ascot Lloyd, Aberdeen Financial Planning
The latest mergers, acquisitions and other corporate actions in the wealth management sector. ...
iCapital And Apollo Enhance Access To Alternative Investments
iCapital’s partnership with Apollo is addressing the growing demand from the wealth management...
iCapital Expands Partnership With Asset Management Big-Hitter
The partnership expansion touches on the phenomenon of the "evergreen" fund continuing to become...
Profits Hold Steady At Liechtenstein's LLB Group
Earlier this year, the European private bank wrapped up an acquisition of an Austria-based firm,...
FNZ Rolls Out Generative AI Solution
The firm recently inked a strategic partnership with Microsoft. ...
Comment & Analysis results for Archive
Foundations For Effective Corporate Governance
The author argues that UK regulatory expectations largely date back to the financial crisis. At...
Soaring Inheritance Tax Receipts Highlight Need For Reform
Inheritance tax receipts are rising, and this suggests that tax brackets are capturing a wider...
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...
An Economic Era Of Data Democratisation?
The author of this article talks about the economic background of inflation and economic...
Achieving Digital Experience Goals With Technology
The author of this article – the second in a series – argues that even in difficult...
Where Next For Banks And Digital Assets?
The rout in prices of cryptocurrencies and certain entities last year shook the sector and has left...
Dubai Government Doubles Down In Attracting Onshore, Offshore Wealth
We talk to the government in Dubai – at its economic and tourism department – about its...
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....
New BVI Act Provides Clarity On Virtual Assets
In December, legislation was introduced in the British Virgin Islands for virtual assets. The...
Exclusive: Wealth Management 2.0 – The Big Opportunity That Only Technology Can Deliver
Camille Vial, who is the CEO of Mirabaud, the Swiss private bank, and Max Chuard, CEO of Temenos,...