News, Comment & Analysis results for Archive
Who's Moving Where In Wealth Management? – HKIFA, Standard Chartered
The latest moves, appointments and personnel changes in Asia-Pacific wealth management. ...
Focus On Sustainable Investment, AI And The Energy Transition – EdenTree
Despite the challenges, UK sustainable investment manager EdenTree said that in 2026 it is...
NatWest, Barclays In M&A Tussle To Acquire Evelyn Partners – Media
A takeover contest is continuing for UK wealth management group Evelyn Partners, the business that...
UK Inheritance Tax Partial U-Turn On Businesses, Farms – Reactions
After the UK government announced that the level of the agricultural and business property reliefs...
Schroders Favours US Over European Equities, Gold
Patrick Brenner, chief investment officer, multi asset London-listed investment manager at...
What’s New In Investments, Funds? – S64, Bridgepoint
The latest news in investment offerings, financial products and other services relevant to wealth...
Nomura's International Wealth Arm Opens New DIFC Premises
Having launched a Dubai office in 2023, the Japan-headquartered group is expanding operations in...
From The Editor's Chair: A Year Of Tariffs, Asset Shifts, AI, Private Markets And Mobile Wealth
The editor casts his eye back at the past 12 months to highlight significant themes and...
Utmost Group Continues Wealth Pivot, Completes BPA Sale
Proceeds from the sale will pay for the group's purchase of Lombard International, and other...
OPINION OF THE WEEK: Wealth Sector Must Make Its Case More Widely
While this commentary tends to focus on Europe, its lessons for the wider world are important. In a...
Comment & Analysis results for Archive
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...
How "Evergreen" Approach Wins Friends For Private Markets
There appears to be something of a trend towards "perpetual" or "evergreen" fund structures that...
Bringing Great Eye Vision To The Poor – A Hong Kong Philanthropist's Tale
Chen’s philanthropy journey throws light on an important aspect of charity that can be...
Private Investigation Sector Never Busier As Risks Proliferate
Whether it is cyber hackers, corrupt staff, kidnappers or vengeful former spouses, there's plenty...