News, Comment & Analysis results for Archive

Investment Strategies
2 March 2026

Middle East Conflict Erupts, Triggers Flight From Risk – Updated

The drama also reinforces a point that this news service wrote about recently that geopolitical...

M and A
2 March 2026

Bank J Safra Sarasin Wraps Up Saxo Acquisition

Last year, Bank J Safra Sarasin said the stake in Saxo would strengthen its long-term...

Investment Strategies
2 March 2026

"Evidence-Based" Approach Cuts Through Noise At NFG Partners

This news service talks to a Geneva-headquartered wealth management firm about its approach and...

Investment Strategies
2 March 2026

UK Stocks Remain Attractive In 2026 – Edinburgh Investment Trust

At a media event in London last week, experts at Edinburgh Investment Trust discussed the...

People Moves
2 March 2026

UBS Unveils Directorship Changes

The outgoings and arrivals at the bank come three years after UBS conducted its emergency takeover...

New Office
2 March 2026

HSBC Opens Latest, And Largest, Wealth Centre In Singapore

The bank continues to open wealth centres, with examples in the UK, Singapore, Taiwan, Hong Kong,...

Investment Strategies
2 March 2026

Focus On New Geopolitical Environment, Asset Allocation – Wellington Management

At a London media event last week, experts at Boston-headquartered Wellington Management, a large...

Surveys
27 February 2026

Human Connection Central To Women Entrepreneurs' Success – Study

Ahead of International Women’s Day on 8 March, a new study commissioned by the UK’s Female...

Financial Results
27 February 2026

Assets Under Management Rise 13 Per Cent At Swiss Private Bank

Yesterday, Geneva-headquartered Compagnie Bancaire Helvétique, a family-owned bank, released...

New Office
27 February 2026

bfinance Targets Japan Investment Industry

bfinancebfinance, a global investment consultancy, has expanded its presence in Asia with the...

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...