News, Comment & Analysis results for Archive

People Moves
24 September 2026

Who’s Moving Where In Wealth Management? – Dubai Financial Services Authority, Oakglen Wealth

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

M and A
24 September 2026

Corient Continues Acquisition Drive With Cayman Islands Deal

Just when readers thought that Corient might be taking a rest from its acquisition drive, along...

Strategy
24 September 2026

Resurgent Hong Kong Sets Out Five-Year Growth Plan – Reactions

Wealth managers and banks appear to have been broadly supportive of a new policy programme for Hong...

Banking Crisis
24 September 2026

Switzerland's Upper House Backs Capital Rule On UBS's Foreign Units; Arguments Continue

At issue is what sort of capital should UBS put aside in the event that its non-Swiss units are hit...

People Moves
24 September 2026

India's 360 ONE Names New Chief Executive

The new CEO has worked at Jeffries, CLSA and Merrill Lynch. ...

Comment & Analysis results for Archive

Client Affairs
8 May 2026

ANALYSIS: The American Citizen Inflow To UK – What's Driving It?

A new residency system, a desire for new lifestyles and opportunities, and a dislike of domestic US...

Legal
5 May 2026

ANALYSIS: To Reform Or Leave Alone? – Non-Compete Clauses In The UK 

Many wealth managers, private bankers and advisors are familiar with non-competes and the other...

Legal
5 May 2026

HNW Israel Divorce Court Case Uncovers Hidden Assets – Implications

Lawyers comment on the implications of a recent divorce case in Israel where financial structures,...

Tax
30 April 2026

ANALYSIS: Unclaimed Withholding Taxes - A Multi-Billion Tech Opportunity

Claiming back what are called withholding taxes is becoming an increasingly pressing matter. The...

Wealth Strategies
20 April 2026

Fixing A Major Capital Mispricing On Women's Health – In Conversation With Maryann Umoren Selfe

A wealth management and private banking figure uses her understanding of structural mispricing in...