News, Comment & Analysis results for Archive

Investment Strategies
2 October 2026

EXCLUSIVE: Carmignac Positive On Tech-Driven Emerging Markets

This news service visited wealth managers in Paris last week to discuss their wealth and asset...

Statistics
2 October 2026

Global IPO Proceeds Hit Record, Listing Numbers Drop – EY

Initial public offerings are important liquidity events that wealth managers track. Latest figures...

Surveys
2 October 2026

Europeans Don’t Explain Private Market Offerings Clearly; Swiss Banks Outperform

A study of 30 UK and other European wealth managers and private banks finds that most have built...

Surveys
2 October 2026

Confidence Down Amongst UK Wealthy, Driven By Fears Over Tax, Wealth Policies – Saltus Wealth Index

Confidence among UK high net worth individuals (HNWIs) has fallen further over the last six months,...

People Moves
1 October 2026

Who’s Moving Where In Wealth Management? – Canaccord Wealth, Berenberg, W1M

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

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...