News, Comment & Analysis results for Archive
Who’s Moving Where In Wealth Management? – Forsters, Investec Bank
The latest moves and appointments for wealth management roles in the UK, other parts of Europe, the...
HSBC AM Names New Alternatives CEO
London-headquartered HSBC Asset Management, with assets of $866 billion, appoints its former CEO...
Deals Of The Day: The Latest In Wealth Management M&A – PEI, Scientific Infra & Private Assets
The latest mergers, acquisitions and other corporate actions in the wealth management sector. ...
Drivers Of Family Offices' Wealth Evolve; Investments Shift To Europe, Asia – FINTRX
A barometer on the scale and scope of the world's family offices sector shows that the liquidity...
Berne Financial Services Agreement A Template For Other Pacts – SBA Interview
As financial sector professionals in Switzerland and the UK continue to digest the impact of an...
UBS Secures Clearance To Become Nationally Chartered US Bank
The step is a significant one for the Swiss group, which has been busy integrating the Credit...
Summary Of Executive Moves In Global Wealth Management – January 2026
A roundup of the moves, changes, appointments and personnel shifts in January around the world. ...
EFG International Shareholders Approve Dividend Raise, Re-Elections
The Swiss firm's AGM saw shareholders approve a dividend hike for 2025 and re-election of its board...
Inheritance, Capital Gains Tax Data Highlights Fiscal Squeeze In UK
Latest data about UK inheritance tax and capital gains taxes highlights the impact of "fiscal drag"...
Diversification From US Equities Continues – Natixis IM
In Paris last week, experts at Natixis Investment Managers Thought Leadership Summit, attended by...
Comment & Analysis results for Archive
EXCLUSIVE: A Walk Around Germany's Single-Family Offices Sector – Part 2
In part one of this two-part feature, this publication talked to German banks about their work with...
EXCLUSIVE: A Walk Around Germany's Single-Family Offices Sector – Part 1
As it is high time that this news service took a deep dive into the German single-family offices...
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...