News, Comment & Analysis results for Archive
Clients Seek UK Inheritance Tax Solutions As Burdens Mount – Rathbones
With financial planners at UK wealth manager Rathbones reporting a surge in client queries about...
Wealth Managers Cautious As US Tariffs Hit India
After US President Donald Trump's higher-than-expected 50 per cent tariffs kicked in...
Rothschild & Co Forms Gulf Region Referral Pact With Liechtenstein's LLB
The announcement, from the European private banking house that it is teaming up with...
Guernsey Boosts UK Capital Inflow – Guernsey Finance
The Channel Islands jurisdiction's report about the value such an IFC brings to the UK comes at a...
European Wealth Tech Platform Targets "DACH" Region
The business, called Flanks, has appointed a former FNZ senior figure to build up the Germany,...
Compliance Corner: BCP, Dubai Financial Services Authority
The latest compliance news: regulatory developments, punishments, guidance, permissions and new...
Many Firms Still Aren't Ready For UK's Fraud Prevention Regime – Dentons
The new law, introduced under 2023 legislation, is extra-territorial in its scope – so businesses...
UBS Reaches $115 Million Derivatives-Related Settlement
UBS has been seeking to draw a line under a number of outstanding issues accompanying its emergency...
SJP Appoints New Singapore Chief Executive
The UK-listed firm, which has been operating in Asia for 11 years, named one of its senior figures...
Who's Moving Where In Wealth Management? – Collas Crill, Spencer West, Suntera, Aviva
The latest moves, appointments and personnel changes among wealth management and related...
Comment & Analysis results for Archive
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 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...
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...
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...
Learning The Legal Lessons From “Succession”
In this detailed analysis of legal questions generated by the HBO television drama, law firm Squire...
Taking A "Floating" Approach As Rates Rise
This news service talks to US-based New Mountain Capital about the benefits of holding...
Inflation, Rising Rates Put Behavioural Finance In The Frame
The discipline within economics known as behavioural finance continues to be important. The market...
Jersey Finance Report On Digital Assets, Crypto-Currencies
A new report, published with the island's financial promotional organisation, sets out the issues...
Value And Growth – Japan’s Promise And Performance
This news service recently talked to a UK-based investment house that concentrates on Japanese...
How AI Can Raise Wealth Management Game In The Gulf
With artificial intelligence technology gathering headlines and stirring controversy – and...