News, Comment & Analysis results for Archive
Family Office Former CEO Joins Westwick Partners
The new partner’s experience of working inside family offices gives him the insights to help work...
UK Wealth Sector Assets Rise But Details Show Industry Faces Tough Pressures – BWC Benchmarking
While some numbers show that assets and revenues are rising, it also points to margin pressures,...
How Do Affluent, HNW Investors View AI? – HSBC Provides Some Answers
The bank has spoken to thousands of investors about the role that AI plays and will perform in...
Who’s Moving Where In Wealth Management? – Aberdeen Investments, Ruffer, Suntera
The latest moves and appointments for wealth management roles in the UK, and other parts of Europe,...
UBS Urges Swiss Lawmakers To Adopt Compromise Capital Requirement
Legislators want to balance protecting taxpayers from a future banking crisis against the bank's...
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...