News, Comment & Analysis results for Archive

New Office
4 November 2025

Bentley Reid Adds To Dubai Wealth Trend

Bentley Reid, an employee-owned wealth manager bolsters its presence in Dubai. The announcement...

Strategy
4 November 2025

UBS Partners With Young Investors Organization

The alliance is designed to expand access to UBS NextGen education programmes, global events and...

New Products
4 November 2025

What’s New In Investments, Funds? – ARK Invest Europe

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

Surveys
4 November 2025

Professional APAC Investors Warm To Europe – Survey

US equities have outperformed their European counterparts in recent years but a valuation gap, and...

Investment Strategies
4 November 2025

Use Recent Gold Correction To Get Back In – Standard Chartered

Gold, at one point dismissed as a zero-yielding relic of bygone monetary eras, is the substance...

People Moves
4 November 2025

Who’s Moving Where In Wealth Management? – Benchmark Capital, Belasko, Others

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

Alt Investments
4 November 2025

Investment Returns From Lawsuits – IVO Capital Partners Launches New Vehicle

Litigation finance is an area that is gaining traction in Europe and a French firm is rolling out...

Investment Strategies
3 November 2025

Big Techs' AI Capex Splurge Holds Risks – UK Investment Trust

US tech giants are spending hundreds of billions of dollars on AI-related moves, and much will ride...

Investment Strategies
3 November 2025

Sustainability Focus Avoids Perils Of Market Sentiment – GIB AM Fund

London-headquartered GIB Asset Management’s Sustainable World Corporate Bond Fund team share...

M and A
3 November 2025

Lincoln International Acquires Fellow US-Based Advisory House

The acquired firm, with offices in the US and Europe, serves wealth managers among its roster of...

Comment & Analysis results for Archive

Tax
9 October 2023

Sparing No One: Cross-Border Taxation of Globally Mobile Individuals – Part 2

This article continues to examine – via the circumstances of Prince Harry and Meghan, the...

Tax
6 October 2023

Sparing No One: Cross-Border Taxation of Globally Mobile Individuals - Part 1

This is the first of a highly detailed examination of cross-border tax issues for individuals...

Alt Investments
4 October 2023

How Hedge Fund Investors Keep Composed In Volatile World

This news service talks to Sussex Partners, a UK-based business that advises institutions about...

Family Office
28 September 2023

Family Offices Aren't Shunning Risk, But Getting Smarter – Citi Private Bank

After its survey emerged a few weeks ago, Citi Private Bank spoke again to this news service about...

White Papers
21 September 2023

Winning Women In MENA: How Wealth Managers Can Help Further Female Empowerment

A new report from this news service, in partnership with First Abu Dhabi bank, explores what HNW...

Strategy
15 September 2023

Learning From The UK "De-Banking" Furore – A Modern Bank's Perspective

A new financial services firm that calls itself a "Coutts-Revolut" hybrid reflects on the recent...

Legal
31 August 2023

Learning The Legal Lessons From “Succession”

In this detailed analysis of legal questions generated by the HBO television drama, law firm Squire...

Wealth Strategies
30 August 2023

Taking A "Floating" Approach As Rates Rise

This news service talks to US-based New Mountain Capital about the benefits of holding...

Wealth Strategies
25 August 2023

Inflation, Rising Rates Put Behavioural Finance In The Frame

The discipline within economics known as behavioural finance continues to be important. The market...

White Papers
22 August 2023

Jersey Finance Report On Digital Assets, Crypto-Currencies

A new report, published with the island's financial promotional organisation, sets out the issues...