News, Comment & Analysis results for Archive

M and A
5 November 2025

Firms Ink Transatlantic Private Market Partnership

The private markets investment trend appears relentless and two firms – one headquartered in the...

People Moves
4 November 2025

Summary Of Global Wealth Management Moves – August 2025

A roundup of all the moves in wealth management around the world during August. ...

New Office
4 November 2025

Bentley Reid Adds To Dubai Wealth Trend

Bentley Reid, an employee-owned wealth manager bolsters its presence in Dubai. The announcement...

Strategy
4 November 2025

UBS Partners With Young Investors Organization

The alliance is designed to expand access to UBS NextGen education programmes, global events and...

New Products
4 November 2025

What’s New In Investments, Funds? – ARK Invest Europe

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

Comment & Analysis results for Archive

Strategy
15 September 2023

Learning From The UK "De-Banking" Furore – A Modern Bank's Perspective

A new financial services firm that calls itself a "Coutts-Revolut" hybrid reflects on the recent...

Legal
31 August 2023

Learning The Legal Lessons From “Succession”

In this detailed analysis of legal questions generated by the HBO television drama, law firm Squire...

Wealth Strategies
30 August 2023

Taking A "Floating" Approach As Rates Rise

This news service talks to US-based New Mountain Capital about the benefits of holding...

Wealth Strategies
25 August 2023

Inflation, Rising Rates Put Behavioural Finance In The Frame

The discipline within economics known as behavioural finance continues to be important. The market...

White Papers
22 August 2023

Jersey Finance Report On Digital Assets, Crypto-Currencies

A new report, published with the island's financial promotional organisation, sets out the issues...