News, Comment & Analysis results for Archive

Statistics
9 October 2026

Private Market Strategy Performance, Regional Investor Appetite Varies

It hasn't been the easiest of years for private market investing, as seen by the wobbles in the...

People Moves
9 October 2026

Who’s Moving Where In Wealth Management? – L&G, Caledonia

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

Surveys
8 October 2026

Family Offices Push Further Into AI, Fret Over Geopolitics – JP Morgan

The private banking arm of the US group surveyed 125 of what it called international family offices...

Offshore
8 October 2026

Argentina Joins The Golden Visa Trend

Argentina continues to signal its pro-free market credentials under its existing government by...

Compliance
8 October 2026

UK’s Rathbones, US-Based Capital Group Secure Key Market Licences

Yesterday was a day when two substantial organisations in the wealth sector, Rathbones and Capital...

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...