News, Comment & Analysis results for Archive
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...
EXCLUSIVE: Spotlight On Listed Infrastructure
Justin Lannen and Steven Kempler, portfolio managers of the Pacific Maple-Brown Abbott Global...
In Unsettled Times, US HNW Citizens Ponder Foreign Options
We talk to an advisor about the issues confronting those thinking of moving outside the US, or...
Edmond de Rothschild AuM Hit Record High In 2025
Geneva-based private banking group Edmond de Rothschild reported strong growth in 2025, driven by...
Who’s Moving Where In Wealth Management? – Equiom
The latest moves and appointments for wealth management roles in the UK, other parts of Europe, the...
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...
Value And Growth – Japan’s Promise And Performance
This news service recently talked to a UK-based investment house that concentrates on Japanese...
Jersey Finance Report On Digital Assets, Crypto-Currencies
A new report, published with the island's financial promotional organisation, sets out the issues...
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...