News, Comment & Analysis results for Archive
Close Brothers Disputes Motor Finance Redress Impact Claims; Shares Fall
A group in Delaware, US, has taken aim at the UK bank for allegedly not having enough resources to...
Deals Of The Day: The Latest In Wealth Management M&A – WisdomTree
The latest mergers, acquisitions and other corporate actions in the wealth management sector. ...
F2 Strategy Welcomes Back Former CEO
The CEO had left to work at FNZ but instead he's returned to his old employer. ...
Julius Baer Unveils CEO's Remuneration, Applauds Progress
The bank has disclosed the total award paid to the chief executive who came on board more than a...
Aberdeen Adviser CEO To Depart, Successor Announcement "Soon"
The CEO has been at the business since 2003 and in the post since 2019. ...
Who’s Moving Where In Wealth Management? – Stonehage Fleming, TrinityBridge
The latest moves and appointments for wealth management roles in the UK, other parts of Europe, the...
Diversity Project Rebrands Across UK, Europe, North America
The Diversity Project UK, Diversity Project Europe and Nicsa’s Diversity Project North America...
OPINION OF THE WEEK: Private Credit Sector Nerves Provide Salutary Warning
However the whole private credit redemption control saga plays out, investors have perhaps received...
Dutch Wealth Manager Maintains Equity Overweight Amidst Conflict
As oil prices surge amidst the escalating US–Israel conflict with Iran, Joost van Leenders,...
UK's Anderson Strathern AM Names New Managing Director
The new MD brings more than 35 years’ experience in financial services and is a recognised leader...
Comment & Analysis results for Archive
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...
Focus On Ireland As A Growing Financial Hub
Michael D’Arcy, former Irish minister of state at the department of finance, discusses the...
Research: Tech & Ops Wealth Trends In Wealth Management 2023
The 26-page report examines the issues and concerns affecting the shape of technology and...
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...
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...
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...