News, Comment & Analysis results for Archive

Investment Strategies
3 August 2026

HSBC's Private Bank, Wealth Arm Still Favours US Equities, Dollar

After a period of sharp selling of semiconductor stocks and continued geopolitical volatility,...

Financial Results
3 August 2026

Lloyds Sets Welcome Summer Surprise With H1 2026 Profit Result

The UK banking group set out its interim results last week and detailed some of the costs and...

People Moves
3 August 2026

Who’s Moving Where In Wealth Management? – Investor Pointe, Walkers, M&G

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

Financial Results
31 July 2026

Private Banking, Wealth Operating Profit Rises At NatWest; Evelyn Arrival Boosts AuM

The figures reflect the impact of this year's acquisition of Evelyn Partners. ...

People Moves
31 July 2026

RBC WM Sets Out Next Phase Of European Growth

RBC Wealth Management Europe has announced that it aims to hire more than 70 expert advisors as...

Tax
31 July 2026

OPINION OF THE WEEK: New York's New Property Database Raises Privacy Vs Transparency Debate

The publication of property data in New York as part of the preparations for a new "pied à terre"...

People Moves
31 July 2026

CaixaBank Revamps Wealth Management Division

Valencia-headquartered CaixaBank has created a new organisational structure for its wealth...

Tax
31 July 2026

EXCLUSIVE: Wealth Implications Of New UK Government – RBC WM Gives Its Take

With a new UK Prime Minister and government, naturally the wealth management sector wonders what...

People Moves
31 July 2026

Julius Baer Appoints Ex BoS Manager As Southeast Asia Market Head

The newly-appointed figure, who is based in Singapore, was previously a market head for Indonesia. ...

Financial Results
30 July 2026

Schroders Doubles Statutory H1 2026 Pre-Tax Profit

Gains in assets under management reflected positive market effects and investment performance,...

Comment & Analysis results for Archive

New Office
8 October 2024

The Bahamas: A Complete And Compelling Choice - Part 2

This document sets out areas that continue to preoccupy financial services professionals working in...

Tax
1 October 2024

Non-Doms, Fairness And Family Enterprise – In Conversation With Philip Marcovici

While debate appears open on whether and how the UK's non-dom system will disappear, we talk to a...

Strategy
10 September 2024

With Outsourced CIO Models, There's No Substitute For Experience – SEI

We talk to the Oaks, Pennsylvania-headquartered firm about its outsourced CIO business and the...

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...

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...

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
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...

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...