News, Comment & Analysis results for Archive

Wealth Strategies
20 April 2026

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...

People Moves
20 April 2026

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...

People Moves
17 April 2026

Deutsche Bank Expands, Strengthens UHNW Coverage

As part of the changes, Philipp Wehle is joining Deutsche Bank to head the expanded unit and...

Investment Strategies
17 April 2026

Nuveen Neutral On Equities In 2026; Positive On Renewables

Investment managers published outlooks for 2026 this week, highlighting a neutral stance on...

Strategy
17 April 2026

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...

Strategy
17 April 2026

China, UAE Sign Investment Pact

Ironically, while the recent military clashes in the Gulf have rattled markets and concerned wealth...

M and A
17 April 2026

Corient Flexes Transatlantic Muscles Again With Bedrock Acquisition

When this and other deals are added together, Corient is on course to have $468 billion of managed...

People Moves
17 April 2026

Rothschild & Co Names New Wealth Management Head

London-headquartered Rothschild & Co makes senior appointment, replacing Mark Wallace. ...

People Moves
16 April 2026

Who’s Moving Where In Wealth Management? – Clifton Asset Management, Absolute Financial Group

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

Financial Results
16 April 2026

Bank Of America Wealth, Investment Management Profits, Revenue Up Q1 2026

The Bank of America reported strong financial results for the first quarter of 2026 this week,...

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...