News, Comment & Analysis results for Archive

New Products
10 September 2026

What’s New In Investments, Funds? – DWS

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

People Moves
9 September 2026

Suntera Global Names New Bahamas Managing Director

The new managing director is based in a location that plays a critical role as part of the firm's...

M and A
9 September 2026

Franklin Templeton Acquires Stoneshield Capital

Stoneshield is a European sector-specialist real assets manager with $9 billion under management. ...

Statistics
9 September 2026

Abu Dhabi’s IFC Reports H1 2026 Surge In Total AuM, Mirrors Dubai’s Growth

The international financial centre has reported active licences approaching 14,000 and a workforce...

People Moves
9 September 2026

St James’s Place Names New CEO, Investments

St James’s Place makes senior hire, leading St James’s Place’s Investment Directorate, with...

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...