News, Comment & Analysis results for Archive

Tax
27 November 2025

UK Raises Taxes On Savings, Property And Earners – The Main Points

The UK government has extended a freeze to income tax thresholds, increased taxes on dividend...

Investment Strategies
27 November 2025

Ninety One Positive On Emerging Markets In 2026

Anglo-South African asset manager Ninety One discusses tailwinds across emerging market equities,...

Alt Investments
27 November 2025

Private Markets Set To Outperform Public Ones – Hamilton Lane

Hamilton Lane, a US private markets investment firm with $1.0 trillion in assets under management...

Compliance
26 November 2025

SS&C Technologies Builds European Wealth Services Business

The US-headquartered company said the move builds on its success in the UK and cited data showing...

People Moves
26 November 2025

WRISE Group Names Four Senior Executives

The firm's chairman said that the appointments will help bolster its leadership for the "next phase...

Financial Results
26 November 2025

ABN AMRO To Cut Headcount In Cost Reduction Drive

The Netherlands-headquartered group, which has conducted a number of M&A deals on the retail and...

Financial Results
26 November 2025

EFG International Aims At 15 Per Cent Annual Profit Growth

The bank, operating in a number of wealth management regions, has set out growth, profit and other...

People Moves
26 November 2025

Who's Moving Where In Wealth Management – Schroders, Tyndall IM

The latest moves, appointments and personnel changes in wealth management in the UK, rest of...

M and A
26 November 2025

Deals Of The Day: The Latest In Wealth Management M&A – IQ-EQ, Zenith Global

The latest mergers, acquisitions and other corporate actions in the wealth management sector. ...

People Moves
26 November 2025

NS Partners Names New Spanish Head

The new country manager for Spain has more than 20 years of experience in private banking, wealth...

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...