News, Comment & Analysis results for Archive
Standard Chartered Creates Unified CEO Role For UK, Europe; Makes Other Top Move
The London-listed bank said it is putting Europe and UK oversight under one role. ...
Arab Bank Switzerland Launches Middle East Business In DIFC; Names Its CEO
The bank, which is headquartered in Switzerland, said it is building a platform for long-term...
UK Wealth Manager Names Chief Corporate Development Officer, Other Senior Hire
The wealth management group, 7IM, has carried out a number of acquisitions in recent years and this...
EXCLUSIVE: Baillie Gifford Highlights Benefits Of Undervalued Emerging Markets
In an interview with this news service, Qian Zhang, investment specialist in the emerging markets...
Over 55s Reluctant To Discuss Inheritance – Mattioli Woods
At a time when changes to inheritance tax rules are under the spotlight, new research by YouGov for...
EXCLUSIVE: Investment Managers Remain Upbeat On Emerging Markets' Outlook
Investment managers – Edmond de Rothschild, Guinness Global Investors and Franklin Templeton –...
UBS Makes Raft Of Asia-Pacific Senior Wealth Management Appointments
Jurisdictions affected by the changes include Taiwan, Singapore, Philippines, Indonesia, Australia...
IQ-EQ Unifies Gordian Capital Under Global Brand Following Dubai Expansion
Gordian's client base includes family offices, asset managers and hedge funds. ...
Westgarth Wines Launches Into European Market; Makes Senior Hire
To lead its expansion into the European market, Westgarth Wines, a specialist fine wine retailer,...
Investment House Orbis Upbeat On AI-Related Stocks
Alec Cutler, portfolio manager of the Orbis Global Balanced Strategy, shares his insights on...
Comment & Analysis results for Archive
EXCLUSIVE: A Walk Around Germany's Single-Family Offices Sector – Part 1
As it is high time that this news service took a deep dive into the German single-family offices...
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...
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...