News, Comment & Analysis results for Archive

People Moves
29 May 2026

Who’s Moving Where In Wealth Management? – Charles Russell Speechlys, Omni Partners

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

M and A
29 May 2026

Deals Of The Day: The Latest In Wealth Management M&A – IQ-EQ

The latest mergers, acquisitions and other corporate actions in the wealth management sector. ...

Practice Strategies
29 May 2026

Achieving Financial Literacy Increasingly Urgent With Wealth In Motion

This news service talked to a UK wealth manager as well as drawing on insights from experts about...

Family Office
28 May 2026

UBS Family Office Report Highlights Move Towards Emerging Markets, Europe, AI

Swiss private bank UBS has published the UBS Global Family Office Report 2026, which finds that...

Technology
28 May 2026

Digital Digest: The Latest Tech News – Hamilton Lane, Allfunds

The latest technology news in the wealth management sector from around the world. ...

Investment Strategies
28 May 2026

Ninety One Positive On Middle East Investment

The London-headquartered asset management house has set out why it thinks countries in the Gulf...

People Moves
28 May 2026

Who’s Moving Where In Wealth Management? – Bowmore Financial Planning, Vanguard, Others

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

Emerging Markets
27 May 2026

Emerging Market Investment Trusts Outperform

Despite the Iran conflict and soaring energy prices, UK-listed emerging markets investment trusts...

Alt Investments
27 May 2026

Global Private Credit Funds Projected To Grow Sharply – PWC Survey

Despite recent difficulties, PwC’s new Global Private Credit Fund Survey shows that the global...

Offshore
27 May 2026

Hong Kong Set To Overtake Switzerland As Top Cross-Border Wealth Hub – BCG

As has been predicted for some time, the Asian city has matched and is expected to pull ahead of...

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...