Latest Comment & Analysis

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 so-called "golden visas" - has developed rapidly since early days when dominated by a handful of jurisdictions. ...

Investment Strategies
5 March 2024

Managing Autocracy Risk Is Big Wealth Protector

A quick perusal of news headlines underscores why the risk of holding firms exposed to dictatorships, seizure of assets, sanctions and disruptions must be closely managed, to an extent that arguably is not yet f...

Strategy
19 February 2024

IQ-EQ Says US Wealth, Family Offices Sector Holds Big Opportunities

We talk to the group about its views on the potential, and the needs, of sectors such as US family offices. The firm has been in expansion mode worldwide, including North America. ...

Strategy
16 February 2024

Singapore's Seviora Capital Intensifies Focus On Asian Food, Agriculture

Asia, which is home to 60 per cent of the world’s population, will need to produce more using fewer resources to feed its growing population. ...

Wealth Strategies
15 February 2024

Money Market Funds Get Chance To Shine

A variety of forces have encouraged large inflows into money market funds, for example in the US. We talk to Aviva Investors, which runs a series of funds in the sector, about what's driving growth and why poten...

Technology
5 February 2024

How T3 Experts See Artificial Intelligence

AI may not have dominated discussions at the recent annual T3 conference in Las Vegas, but nonetheless, it remains a key topic for wealth advisors. ...

Latest News

Financial Results
25 April 2024

Mixed Results At Barclays' Private Bank, Wealth Arm

Income rose at the private banking and wealth side although the profit figure slipped. Barclays has resumed publishing the results of its wealth management business after restructuring its business lines. ...

Financial Results
25 April 2024

Deutsche Bank's Q1 Profits, Revenues Shine

The forecast-beating results, aided by strong revenues on the investment banking side, added to a broadly positive set of figures in private banking and wealth management. ...

Financial Results
25 April 2024

Lloyds Banking Group's Statutory Profit Dips

The bank's wealth business had total customer deposits in its wealth arm of £10.2 billion, down from £12.9 billion, slipping 21 per cent from a year ago. ...

Technology
25 April 2024

Digital Digest: The Latest Tech News – SimCorp

The latest technology news in the wealth management sector from around the world. ...

Tax
25 April 2024

OPINION OF THE WEEK: The End Of UK's Non-Dom System

James Quarmby is a prominent private client lawyer who has spoken and written extensively about topics such as the UK's resident nom-domicile system – now due to be abolished. Here, he gives his take on the st...

M and A
25 April 2024

Deals Of The Day: The Latest In Wealth Management M&A – Redmayne Bentley, Blankstone Sington

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