News, Comment & Analysis results for Archive

Tax
1 July 2025

Non-Dom Businesswoman Voices Anger, Plans Exit As UK Rules Change

We talk to a businesswoman, TV personality, academic and author about her annoyance, and...

New Products
1 July 2025

What’s New In Investments, Funds? – PIMCO, Aditum Investment Management

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

Tax
1 July 2025

Law Firm Turns Up Pressure On UK Government Over Inheritance Tax Changes

The legal action is not against the specific changes to inheritance tax but, instead, to the...

People Moves
1 July 2025

Who's Moving Where In Wealth Management? – FINMA, PIMFA, Burgess Mee, Ares Management

The latest moves, appointments and personnel moves in the UK, European, Middle Eastern and select...

M and A
30 June 2025

Deals Of The Day: The Latest In Wealth Management M&A – Brown Advisory, Marylebone Partners

The latest mergers, acquisitions and other corporate actions in the wealth management sector. ...

Comment & Analysis results for Archive

Real Estate
26 June 2024

As HNW Individuals Seek Options, An Adriatic Resort Prepares

Luxury resorts based in low-tax jurisdictions have been around for decades; given the winds of...

Alt Investments
12 June 2024

Riding The Infrastructure Train Is Positive Journey For UK Advisor

We talk to the manager of a listed infrastructure fund about the asset class, its potential and a...

Alt Investments
4 June 2024

An Expert Sparring Partner For Wealthy Investors In Alternatives

A Germany-headquartered multi-family office, which won a capital market licence earlier this year,...

M and A
29 May 2024

Swiss Bank Consolidation Chatter Shows How Scale Dominates Thinking

Regardless of the truth of specific rumours and media stories, the idea that more Swiss banks might...

Technology
14 May 2024

Exclusive: FIS Focuses On AI’s Wealth Management Role

Russell Andrews, head of wealth and asset management EMEA, capital markets at Florida-headquartered...