News, Comment & Analysis results for Archive
Fasanara Capital Opens Debut US Office, Names Head
New fintech channels – and even questions about traditional fractional reserve banking – have...
Who’s Moving Where In Wealth Management? – Quilter Cheviot
The latest moves and appointments for wealth management roles in the UK, other parts of Europe, the...
What’s New In Investments, Funds? – BNP Paribas, M&G
The latest news in investment offerings, financial products and other services relevant to wealth...
IQ-EQ Targets Middle East, Makes Senior Hire
In line with a number of firms that have been expanding their presence in the Middle East, IQ-EQ...
Fenchurch Advisory Partners Expands US Presence With Acquisition
The combined firm, with over 110 investment bankers serving the financial services sector, has...
UBS Appoints Market Team Head For Australian Wealth Business
The new appointee has been in the financial services sector for more than 30 years. ...
PG3 Family Office Of Switzerland's Partners Group Founders Is Not Being Split
This news service understands that, contrary to a recent media report, the family office of...
Mishcon De Reya Continues Gulf Region Build-Out
The appointments come shortly after the international law firm announced the official opening of...
J Stern & Co Highlights Tech, AI Opportunities
Christopher Rossbach, CIO at J Stern & Co, discusses investment opportunities in artificial...
Elevated El Niño Raises Food Inflation Risks – Schroders
After the US weather agency and the World Meteorological Organisation declared elevated El Niño...
Comment & Analysis results for Archive
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...
Taking A "Floating" Approach As Rates Rise
This news service talks to US-based New Mountain Capital about the benefits of holding...