News, Comment & Analysis results for Archive
Summary Of Global Wealth Management Moves – February 2026
A summary of moves, appointments and personnel changes in the world's wealth management industry. ...
APAC Investors Most Likely To Fire Older Gen's Advisors – Survey
The survey by the investment house sheds light on how, with up to $84 trillion of assets changing...
What’s New In Investments, Funds? – CaixaBank, Flanks, Mapfre, Manova
The latest news in investment offerings, financial products and other services relevant to wealth...
Asia And AI Growing In Importance For Businesses, Investors Amid Volatility – HSBC Survey
In an increasingly volatile environment, a new survey from HSBC shows that businesses and investors...
Fixing A Major Capital Mispricing On Women's Health – In Conversation With Maryann Umoren Selfe
A wealth management and private banking figure uses her understanding of structural mispricing in...
Who’s Moving Where In Wealth Management? – SimCorp, Alpha FMC
The latest moves and appointments for wealth management roles in the UK, other parts of Europe, the...
Deutsche Bank Expands, Strengthens UHNW Coverage
As part of the changes, Philipp Wehle is joining Deutsche Bank to head the expanded unit and...
Nuveen Neutral On Equities In 2026; Positive On Renewables
Investment managers published outlooks for 2026 this week, highlighting a neutral stance on...
UK's Coutts Hikes Minimum Threshold – Creates Opportunity?
An increase to the amount needed to open an account at Coutts, the UK lender, raises questions...
China, UAE Sign Investment Pact
Ironically, while the recent military clashes in the Gulf have rattled markets and concerned wealth...
Comment & Analysis results for Archive
Challenges For Multi-Generational Families Over Succession
A take-home point from this article is that for multi-generational family firms to navigate...
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...