News, Comment & Analysis results for Archive

People Moves
16 September 2026

Border & Cie Names New Managing Partner

Over the years, the new managing partner has distinguished himself through his commitment, his...

ESG
16 September 2026

The Sustainability Phenomenon: Lombard Odier Investment Managers

The latest developments in the sustainability space. ...

Strategy
16 September 2026

WRISE Strengthens Wealth Professionals' Professional Development

The certification programme is a reminder that developing skills in wealth management is a priority...

New Office
16 September 2026

J Safra Sarasin Targets Greek Wealth Market

The branch will offer an alternative for Greek high net worth individuals, families and...

New Products
16 September 2026

What’s New In Investments, Funds? – Carmignac, WisdomTree

The latest news in investment offerings, financial products and other services relevant to wealth...

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...