News results for Archive

Real Estate
3 May 2023

Hidden Responsibilities Of UK Freehold Owners

Owning the share of a freehold property in the UK sounds a positive development, but there are...

M and A
3 May 2023

Oxford Risk Predicts M&A Rise In UK Wealth Industry

Behavioural finance experts, Oxford Risk, are predicting a big rise in the long-term level of M&A...

New Products
3 May 2023

What's New In Investments, Funds? – Titan Asset Management, Apollo

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

Banking Crisis
2 May 2023

JP Morgan Takes Over First Republic Bank

Hopes that the failures of banks in March would not presage further problems appear to have been...

Alt Investments
2 May 2023

VC Funds Market Adjusts To Chillier Financial Climate

For years, the world's wealth management industry has been regaled about the case for private...

People Moves
2 May 2023

Change In Leadership Of Credit Suisse's Premium Clients Switzerland Team

The departing manager has been at Credit Suisse since the mid-80s. His group focuses on ultra-high...

New Products
2 May 2023

What’s New In Investments, Funds? – Downing, Lombard Odier, Others

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

Strategy
2 May 2023

Exclusive: Emerging Market Assets Attractive In 2023 – BNP Paribas WM

Edmund Shing, global chief investment officer at Paris-based BNP Paribas Wealth Management,...

People Moves
2 May 2023

Lombard Odier Strengthens Dubai Presence

Swiss private bank Lombard Odier names new head of its Dubai office. ...

Surveys
2 May 2023

Forthcoming WealthBriefing Tech & Ops Report Is Launched

The publisher of this news service is rolling out a new technology and operations report that will...

Comment & Analysis results for Archive

ESG
12 November 2021

Pricing Carbon: What Are The Options?

Putting a price on carbon emissions makes polluting energy sources expensive and provides an...

Family Office
11 November 2021

Borrowing Against Securities - What Family Offices Should Consider

What sort of issues should wealthy families consider in raising finance against assets such as...

Strategy
9 November 2021

Connecting With Younger HNW Clients - What Are Private Banks Doing?

We take a look at what a large European bank is doing to attract younger clients, as well as what...

Company Profiles
8 November 2021

A "Bank For Entrepreneurs" - Tying Wealth, Corporate Services Together At Deutsche

This publication recently caught up with Deutsche Bank's international private bank head at the...

Tax
8 November 2021

Women And Wealth: Minimising The Inheritance Tax Burden

This practitioner examines the knowledge gap between women and men where IHT is concerned; and what...

Alt Investments
28 October 2021

Shift To Perpetual Capital Widens Alternative Assets Access - Blackstone

The investment house, specialising for years in fields such as alternative assets, private equity,...

ESG
27 October 2021

Understanding Valuations Amid Rapid Energy Sector Change

Talk of "bubbles" and "greenwashing" has taken a bit of gloss off ESG investing for some, although...

Offshore
26 October 2021

Reflections On Pandemic's Impact On IFCs: View From The Cayman Islands

As part of a set of articles looking at how offshore centres have tried to cope with the pandemic...

Tax
26 October 2021

Undisclosed Digital Assets? - Decision Time Is Now

Anyone who bought into the idea that cryptocurrencies - aka digital assets - such as bitcoin cannot...

Offshore
25 October 2021

How Jersey Came Through COVID-19 And What's Next

We talk to Jersey Finance on how the island has coped with the pandemic, the impact on its status...