News, Comment & Analysis results for Archive

New Office
8 May 2026

Mirabaud Expands Swiss Presence

Geneva-headquartered Swiss private bank Mirabaud bolsters its presence in French-speaking...

People Moves
8 May 2026

Who’s Moving Where In Wealth Management? – Titanbay, W1M, Janus Henderson

The latest moves and appointments for wealth management roles in the UK, other parts of Europe, the...

ESG
7 May 2026

The ESG Phenomenon – Quilter Cheviot

The latest developments in the ESG space. ...

Investment Strategies
7 May 2026

Apricus Remains Neutral On Equities, Holds Cash; Sees "Dip-Buying" Behaviour

The wealth management firm has set out its asset allocation positions, arguing that investors...

Alt Investments
7 May 2026

Wealth Club Boosts Private Markets Platform

Wealth Club, a UK non-advised investment service for high net worth individuals, has announced a...

Art
7 May 2026

Art Market Auctions Recovered Late 2025, But Not A "Comeback" – Citi Wealth

Gallery closures and downsizing suggest that the art market faces challenges, even after the...

New Products
7 May 2026

What’s New In Investments, Funds? – Brown Advisory, Walker Crips, BlackRock Aladdin

The latest news in investment offerings, financial products and other services relevant to wealth...

People Moves
7 May 2026

Who's Moving Where In Wealth Management? – M&G, Capital Generation Partners, Others

The latest moves, appointments and other senior personal changes for wealth management in the UK,...

People Moves
6 May 2026

Julius Baer Names Interim India Country Head

Sumaya will continue to serve in his role as head of global Non-Resident Indians. A number of banks...

People Moves
6 May 2026

Who’s Moving Where In Wealth Management? – Pictet, Universal Investment Group, Muzinich & Co, Others

The latest moves and appointments for wealth management roles in the UK, other parts of Europe, the...

Comment & Analysis results for Archive

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...

Wealth Strategies
30 August 2023

Taking A "Floating" Approach As Rates Rise

This news service talks to US-based New Mountain Capital about the benefits of holding...

Wealth Strategies
25 August 2023

Inflation, Rising Rates Put Behavioural Finance In The Frame

The discipline within economics known as behavioural finance continues to be important. The market...

Investment Strategies
22 August 2023

Value And Growth – Japan’s Promise And Performance

This news service recently talked to a UK-based investment house that concentrates on Japanese...

White Papers
22 August 2023

Jersey Finance Report On Digital Assets, Crypto-Currencies

A new report, published with the island's financial promotional organisation, sets out the issues...