News, Comment & Analysis results for Archive
What’s New In Investments, Funds? – Lazard AM, Franklin Templeton, Others
The latest news in investment offerings, financial products and other services relevant to wealth...
What Does Living Until 100 Mean For Finances? – RBC WM Survey
On International Longevity Day on 1 October 2026, a new longevity study by RBC Wealth Management...
Pre-Tax Operating Loss Narrows Sharply At Close Brothers In 2026 Financial Year
The UK banking and financial services group has sold off parts of its business and made other...
UK's Liontrust Agrees To Buy Hawksmoor Businesses
The Hawksmoor businesses are profitable and will immediately add to Liontrust's earnings. ...
France's RockFi Accelerates Wealth Management Growth With Senior Hire
RockFi, a French private wealth management fintech, supports over 1,500 families and aims to reach...
Comment & Analysis results for Archive
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...
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...
HNW Israel Divorce Court Case Uncovers Hidden Assets – Implications
Lawyers comment on the implications of a recent divorce case in Israel where financial structures,...
ANALYSIS: Unclaimed Withholding Taxes - A Multi-Billion Tech Opportunity
Claiming back what are called withholding taxes is becoming an increasingly pressing matter. The...
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...