News, Comment & Analysis results for Archive

New Office
24 December 2025

Nomura's International Wealth Arm Opens New DIFC Premises

Having launched a Dubai office in 2023, the Japan-headquartered group is expanding operations in...

Strategy
24 December 2025

From The Editor's Chair: A Year Of Tariffs, Asset Shifts, AI, Private Markets And Mobile Wealth

The editor casts his eye back at the past 12 months to highlight significant themes and...

M and A
23 December 2025

Utmost Group Continues Wealth Pivot, Completes BPA Sale

Proceeds from the sale will pay for the group's purchase of Lombard International, and other...

Strategy
23 December 2025

OPINION OF THE WEEK: Wealth Sector Must Make Its Case More Widely

While this commentary tends to focus on Europe, its lessons for the wider world are important. In a...

People Moves
22 December 2025

HSBC Private Bank Appoints Ex-Citigroup Figure For CEO

The new CEO will be taking the helm after a period when the chief executive slot was held ad...

Strategy
22 December 2025

JTC Private Office Partners With Milan-Based Management School

The partnership will involve building a thought leadership hub to help international families in a...

Tax
22 December 2025

Inheritance Tax Continues Drawing In More UK Revenue

Although it is a detested tax, inheritance tax certainly keeps the revenue flowing into the...

New Office
22 December 2025

Expanding Coller Capital Gets Larger In Hong Kong

The firm manages $50 billion in secondaries across private equity, private credit, and other...

M and A
22 December 2025

Wealth, Asset Management M&A Rose In Q3, Momentum Continues – PwC

The data seems to accord with the run of reported deals this news service has covered in the North...

Investment Strategies
22 December 2025

Silver, Gold, Gilts, Healthcare Shine

FundCalibre, an online fund ratings agency and research centre, held a media event in London this...

Comment & Analysis results for Archive

Investment Strategies
1 August 2024

Stonehage Fleming Leans Into Tech, Healthcare

A desire for delivering above-average organic growth, and firms that have a strong culture and...

Offshore
31 July 2024

The Bahamas' Push For Climate Justice, Tapping Digital Assets Growth Story

The Caribbean jurisdiction has been through its fair share of challenges. Today, the international...

Company Profiles
31 July 2024

With Big Event Security Under Spotlight, Have A Plan – Global Guardian

Amidst all the fun and spectacle of great sporting events and cultural festivals, a difficult...

Company Profiles
16 July 2024

Guiding Advisors From Start To Finish – The View From Benchmark Capital

Part of Schroders, Benchmark Capital explains how it works with IFAs and other wealth...

Offshore
1 July 2024

The Bahamas: A Complete And Compelling Choice – Part 1

The document has been put together by the Caribbean jurisdiction's financial services sector...

Wealth Strategies
1 July 2024

Proteomics: A New Frontier In Innovative Health Investing

A UK-based investment boutique, which puts innovation at the heart of how it chooses stocks, talks...

Strategy
26 June 2024

The Good, The Difficult And The Stable – What Headhunters See Around The World

We talk to wealth management headhunters in North America, Europe, Middle East and Asia about what...

Real Estate
26 June 2024

As HNW Individuals Seek Options, An Adriatic Resort Prepares

Luxury resorts based in low-tax jurisdictions have been around for decades; given the winds of...

Alt Investments
12 June 2024

Riding The Infrastructure Train Is Positive Journey For UK Advisor

We talk to the manager of a listed infrastructure fund about the asset class, its potential and a...

Alt Investments
4 June 2024

An Expert Sparring Partner For Wealthy Investors In Alternatives

A Germany-headquartered multi-family office, which won a capital market licence earlier this year,...