News, Comment & Analysis results for Archive
Family Offices Need To Step Up Cyber Risk Defence – Survey
A new global study by Ocorian reveals that almost three quarters of those surveyed predict the...
Who’s Moving Where In Wealth Management? – First Eagle Investments
The latest moves and appointments for wealth management roles in the UK, other parts of Europe, the...
What’s New In Investments, Funds? – Nordea AM, Spiro, PGIM
The latest news in investment offerings, financial products and other services relevant to wealth...
Many Making Retirement Trade-Offs To Fund University Costs
One in four expect to retire on a lower standard of living, new research from UK wealth manager...
Geopolitical Risk, Tax Top Concerns For UK Advisors – Schroders UK Financial Advisor Pulse Survey
Schroders has released its latest UK Financial Advisor Pulse Survey 2026 which shows that client...
Indosuez WM Upbeat On US, Emerging Market Equities, Driven By Tech
Together with other wealth managers, Paris-headquartered Indosuez Wealth Management outlines its...
What’s New In Investments, Funds? – CargoX, BlueFive Capital, Cosmos
The latest news in investment offerings, financial products and other services relevant to wealth...
Senior Management Changes At Evelyn Partners
The changes will come into effect on completion of NatWest Group’s acquisition of Evelyn Partners...
Switzerland Top Wealth Destination, Despite Taxes
Among the reasons for Switzerland remaining a preferred wealth destination – despite lower-tax...
Spotlight On UK Gilt Market
Although a number of wealth managers have recently reduced their exposure to UK gilts, Swiss...
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...