News, Comment & Analysis results for Archive

People Moves
28 November 2025

ZEDRA Names New Chief People Officer

The new chief people officer has strategic clarity, commercial acumen, a collaborative leadership...

M and A
28 November 2025

Deals Of The Day: The Latest In Wealth Management M&A – WH Ireland, Team Plc

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

WM Market Reports
28 November 2025

How Wealth Managers, Banks Reimagine Front Offices – Accenture

The report from Accenture found that most firms in Asia are only "scratching the surface" of what...

Strategy
28 November 2025

Standard Chartered Leans Into Health, Wellness Trend

The partnership is an example of the cross-over between the worlds of wealth management and...

Trust Estate
28 November 2025

Avoiding Conflicts In Aristocratic Family Trusts

This article delves into the origins of trusts, how conflicts around them occur and how (hopefully)...

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,...

Comment & Analysis results for Archive

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...

Technology
11 January 2023

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,...

Company Profiles
11 January 2023

The Mauritius-Dubai Connection Holds Big Potential – MCB

We talk to Mauritius Commercial Bank about its foray into the Middle East and its Dubai operations....

Investment Strategies
10 January 2023

Emerging Markets In 2023: Short-Term Pain Before Long-Term Gains

LGT Wealth Management joins the chorus of firms talking about investment issues and challenges at...

Client Affairs
5 January 2023

Focus On Investment Opportunities In India – Lombard Odier

Stéphane Monier, chief investment officer at Swiss private bank Lombard Odier in Geneva, discusses...

Legal
4 January 2023

The Power Of Nuptial Agreements In English Courts

As the authors of this article explain, nuptial agreements are not automatically binding in the...