News, Comment & Analysis results for Archive

Alt Investments
5 March 2026

What's New In Investments, Funds? – Fasanara Capital, IFC

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

People Moves
5 March 2026

Barclays Bank (Suisse) Names New CEO; Private Bank Sales Head

Former HSBC Swiss executive joins the Swiss arm of London-headquartered Barclays Bank. ...

People Moves
5 March 2026

SuMi TRUST AM Names New London Investment Management Head

Sumitomo Mitsui Trust Asset Management, a large Japanese asset manager with $748 billion assets...

M and A
5 March 2026

Deals Of The Day: The Latest In Wealth Management M&A – MSCI, Compass

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

Investment Strategies
5 March 2026

EXCLUSIVE: The Case For Emerging Market Debt – UBP

After emerging markets delivered their strongest returns in almost a decade in 2025, Switzerland's...

People Moves
5 March 2026

Who's Moving Where In Wealth Management? – RBC BlueBay AM, MSCI

The latest wealth management senior moves in the UK, mainland Europe, select IFCs and...

Awards
5 March 2026

EXCLUSIVE: Winners Of Swiss EAM Awards 2026

Here are the winners of this year's Swiss external asset managers awards programme. A ceremony was...

Tax
4 March 2026

UK Spring Statement On Public Finances, Taxes Leaves Wealth Managers Unmoved

In general, wealth managers were pleased at no surprises in this statement – a relief following...

Asset Management
4 March 2026

UK Squeeze On Retail Savings Highlights Money Market Funds' Appeal – Aviva Investors

The investment group is one of the players in the field of money market funds – a large market in...

M and A
4 March 2026

Deals Of The Day: The Latest In Wealth Management M&A – New York Life IM, Candriam, Kartesia, Others

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

Comment & Analysis results for Archive

Company Profiles
20 October 2023

UK's Oakley Capital Stays Nimble As Rates Affect Private Markets

After a decade or more of being told that private market investing was a hot area, drawing in...

Fund Management
19 October 2023

Focus On Ireland As A Growing Financial Hub

Michael D’Arcy, former Irish minister of state at the department of finance, discusses the...

White Papers
13 October 2023

Research: Tech & Ops Wealth Trends In Wealth Management 2023

The 26-page report examines the issues and concerns affecting the shape of technology and...

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...