News, Comment & Analysis results for Archive

Tax
25 February 2026

Mitigation Strategies Surface As Californian Wealth Tax Battle Heats Up

A possible wealth tax in California is a controversial topic that has lessons not just for the...

People Moves
25 February 2026

Who’s Moving Where In Wealth Management? – Blackfinch Asset Management

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

Financial Results
24 February 2026

Wealth Solutions Operating Income Rises At Standard Chartered In 2025

Wealth solutions results at the bank showed a rise in operating income and it booked $52 billion in...

Fund Management
24 February 2026

DBS Enters Investment Partnership With Granite Asia

The Singapore-headquartered bank said its investment partnership with Granite Asia is one of the...

People Moves
24 February 2026

Deutsche Bank Builds Emerging Europe Expertise

The emerging Europe franchise includes Deutsche's recent expansion of its Greek market coverage. ...

New Products
24 February 2026

What’s New In Investments, Funds? – Fidelity International, Guinness Ventures, Others

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

New Office
24 February 2026

Partners Group Targets Kuwait

In line with a number of firms that have been expanding their presence in the Middle East, Partners...

People Moves
24 February 2026

Who’s Moving Where In Wealth Management? – Union Bancaire Privée, Evelyn Partners, Kingsley Napley, Others

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

Alt Investments
23 February 2026

We're Not Halting Investor Liquidity In Debt Fund, Says Blue Owl

The episode plays to concerns on what the limits should be about opening the private credit asset...

Client Affairs
23 February 2026

Trump Imposes New 15 Per Cent Tariffs After US Supreme Court Ruling – Wealth Managers React

After the Supreme Court ruled on Friday that US President Donald Trump’s administration using the...

Comment & Analysis results for Archive

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...

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...

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...

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...

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...

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,...

M and A
29 May 2024

Swiss Bank Consolidation Chatter Shows How Scale Dominates Thinking

Regardless of the truth of specific rumours and media stories, the idea that more Swiss banks might...

Technology
14 May 2024

Exclusive: FIS Focuses On AI’s Wealth Management Role

Russell Andrews, head of wealth and asset management EMEA, capital markets at Florida-headquartered...

ESG
9 May 2024

EXCLUSIVE: Spotlight On Regenerative Agriculture, Forestry – SLM Partners

Paul McMahon, a co-founder and managing partner of asset manager SLM Partners, discusses why there...