News, Comment & Analysis results for Archive

M and A
5 March 2026

Deals Of The Day: The Latest In Wealth Management M&A – MSCI, Compass

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

Investment Strategies
5 March 2026

EXCLUSIVE: The Case For Emerging Market Debt – UBP

After emerging markets delivered their strongest returns in almost a decade in 2025, Switzerland's...

People Moves
5 March 2026

Who's Moving Where In Wealth Management? – RBC BlueBay AM, MSCI

The latest wealth management senior moves in the UK, mainland Europe, select IFCs and...

Awards
5 March 2026

EXCLUSIVE: Winners Of Swiss EAM Awards 2026

Here are the winners of this year's Swiss external asset managers awards programme. A ceremony was...

Tax
4 March 2026

UK Spring Statement On Public Finances, Taxes Leaves Wealth Managers Unmoved

In general, wealth managers were pleased at no surprises in this statement – a relief following...

Comment & Analysis results for Archive

New Office
8 October 2024

The Bahamas: A Complete And Compelling Choice - Part 2

This document sets out areas that continue to preoccupy financial services professionals working in...

Tax
1 October 2024

Non-Doms, Fairness And Family Enterprise – In Conversation With Philip Marcovici

While debate appears open on whether and how the UK's non-dom system will disappear, we talk to a...

Strategy
10 September 2024

With Outsourced CIO Models, There's No Substitute For Experience – SEI

We talk to the Oaks, Pennsylvania-headquartered firm about its outsourced CIO business and the...

Investment Strategies
1 August 2024

Stonehage Fleming Leans Into Tech, Healthcare

A desire for delivering above-average organic growth, and firms that have a strong culture and...

Company Profiles
31 July 2024

With Big Event Security Under Spotlight, Have A Plan – Global Guardian

Amidst all the fun and spectacle of great sporting events and cultural festivals, a difficult...