News, Comment & Analysis results for Archive

Tax
18 May 2026

Pension Pots Face UK Inheritance Hit: Advisors Say Preparations Essential

The IHT net is widening to include private pensions that are not yet used – and those who aren't...

Tax
18 May 2026

UK's Latest "Rich List" Renews UK Tax Squeeze Debate

The arguments over whether higher taxes on wealthy UK-based people are about fairness, or...

People Moves
18 May 2026

Who’s Moving Where In Wealth Management? – Clarion Wealth Planning, Norman K

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

New Products
18 May 2026

What’s New In Investments, Funds? – State Street IM, Ninety One, Jupiter AM, Others

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

Compliance
18 May 2026

Compliance Corner: Ogier Global, British Virgin Islands

The latest compliance news: regulatory developments, punishments, guidance, permissions and...

People Moves
15 May 2026

Summary Of Senior Moves In Global Wealth Management – March 2026

A summary of all the main moves, appointments and personnel changes in the world's main wealth...

Investment Strategies
15 May 2026

Warsh Confirmed US Fed Reserve Chair – Wealth Managers' Reactions

After the US Senate confirmed Kevin Warsh as chair of the US Federal Reserve this week, investment...

Alt Investments
15 May 2026

Private Markets Mature, Along With Stresses - Study

A new report points to rising maturation of the field, but also notes the stresses recently in the...

M and A
15 May 2026

Japan's MSI Completes Minority Barings Equity Stake

The acquisition will help strengthen Barings' investment capabilities in areas such as credit real...

New Office
15 May 2026

Partners Capital Opens Abu Dhabi Office

The firm said that opening the office – its 10th international one – is testimony to its...

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...