News, Comment & Analysis results for Archive

Tax
14 May 2025

Gifting May Happen Earlier As UK Inheritance Tax Squeeze Intensifies – Advisor

With all the changes to IHT in the UK, the pressure is on deciding how to avoid being unduly hit by...

New Products
14 May 2025

What’s New In Investments, Funds? – UBS Asset Management, Evelyn Partners

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

People Moves
14 May 2025

Who’s Moving Where In Wealth Management? – UBS Global Wealth Management, Mourant

The latest moves, appointments and personnel changes in wealth management for the UK, rest of...

Strategy
13 May 2025

BlackRock Enters Abu Dhabi-Based Joint Venture

The JV is yet another example of the mass of activity involving Western firms heading to do...

Client Affairs
13 May 2025

Wealth Managers React To US-China Trade Deal

After the US and China agreed on a deal to lower import taxes on goods being traded between the two...

People Moves
13 May 2025

UK-Based Welrex Names New Chief Financial Officer

The business, which has been around for a relatively short time, says it is one of a crop of new...

New Products
13 May 2025

What’s New In Investments, Funds? – Arbra Partners, Adams Street Partners

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

Compliance
13 May 2025

Countries Of Money-Laundering Concern – America’s Ultimate List

Every year the US State Department fulfils its mandate to publish a report of “major money...

Investment Strategies
13 May 2025

As EU Potentially Loosens Wallets, Time For European Equities To Shine – Chelverton

The manager of a fund at Chelverton Asset Management explained why smaller European companies, and...

Financial Results
12 May 2025

Operating Results Strengthen At Commerzbank

Commerzbank's share price performance has been one of the brightest stars of the German stock...

Comment & Analysis results for Archive

Wealth Strategies
1 July 2024

Proteomics: A New Frontier In Innovative Health Investing

A UK-based investment boutique, which puts innovation at the heart of how it chooses stocks, talks...

Offshore
1 July 2024

The Bahamas: A Complete And Compelling Choice – Part 1

The document has been put together by the Caribbean jurisdiction's financial services sector...

Strategy
26 June 2024

The Good, The Difficult And The Stable – What Headhunters See Around The World

We talk to wealth management headhunters in North America, Europe, Middle East and Asia about what...

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...

ESG
9 May 2024

EXCLUSIVE: Spotlight On Regenerative Agriculture, Forestry – SLM Partners

Paul McMahon, a co-founder and managing partner of asset manager SLM Partners, discusses why there...

Offshore
17 April 2024

How Citizenship/Residency-By Investment Programmes Evolved - And What's Next

A marker for globalisation and the degree of unfettered movement that people enjoy, the market for...