News, Comment & Analysis results for Archive

Investment Strategies
29 April 2026

Spotlight On UK Gilts; Fidelity Launches New Fund

Although near-term developments have negatively impacted the UK gilt market, a number of wealth...

Compliance
29 April 2026

Compliance Corner: Gen II Fund Services, Guernsey

The latest compliance news: regulatory developments, punishments, guidance, permissions and...

Investment Strategies
29 April 2026

Sorbus Partners Highlights Second China Shock

With the International Monetary Fund expecting Chinese export volumes to rise by around 30 per cent...

Asset Management
29 April 2026

What's New In Investments, Funds? – Allspring, ABN AMRO, Nordea AM

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

Financial Results
28 April 2026

Barclays' PBWM Arm Says Pre-Tax Profit Dips In Q1 2026

Net income in the private bank and wealth management division was broadly stable in the first three...

WM Market Reports
28 April 2026

Global Asset Managers Can't Rely On Rising Markets As Much For Growth – BCG

The rising market tide, which has been in force for more than a decade, did much of the work in...

Surveys
28 April 2026

Impact Investing Trumps Crypto For NextGens Amid $83 Trillion Wealth Transfer – UBS

UBS Global Wealth Management has issued its first UBS Global Next Generation Report, surveying next...

Fund Management
28 April 2026

UK Investment Trust Rides Space Boom With New Fundraising

The upcoming SpaceX IPO - possibly taking place by mid-June - is certain to put commercial space in...

People Moves
28 April 2026

Who’s Moving Where In Wealth Management? – Russell-Cooke

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

Compliance
28 April 2026

Compliance Corner: BlackRock, Monetary Authority of Singapore

The latest compliance news: regulatory developments, punishments, guidance, permissions and...

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...