News, Comment & Analysis results for Archive

Surveys
5 November 2026

Operational Infrastructure Shortfall For Scaling Private Markets – FE fundinfo

If private markets are going to sit alongside public assets in more investors’ portfolios, the...

People Moves
5 November 2026

Who’s Moving Where In Wealth Management? – Pictet Alternative Advisors, TrinityBridge, Others

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

New Products
5 November 2026

What’s New In Investments, Funds? – Janus Henderson Investors, Man Group

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

Investment Strategies
5 November 2026

US Mid-Term Results Net Positive For Financial Markets

After the Democrats won control of both the House of Representatives and Senate in the mid-term...

Investment Strategies
4 November 2026

Democrats Look Set For Congressional Takeover – Early Wealth Management Verdicts

In a political earthquake, the "blue" side of US politics appeared to be in the ascendant, raising...

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...