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Latest Comment & Analysis
BOOK REVIEW: In Defence Of Capitalism, By Rainer Zitelmann
While unlikely to sway those already hostile to the free market economic system, this book puts a stack of facts and figures in front of those who, perhaps because of their public roles in driving debate, could ...
Avaloq Sees UK Opportunities From M&A, Tech Changes
Mergers and acquisitions, artificial intelligence, blockchain technology and secular drivers of growth all make it into a conversation between Avaloq in the UK and this publication. ...
Why Residency/Citizenship-By-Investment Visas Aren't Going Away
This news service speaks to a business that has offices in a number of jurisdictions – including Russia – which advises people on visa programmes aimed at wealthy individuals and their families. ...
Welrex Says Business Model Taps Need For Change
A new UK-based digital investment management platform for relationship managers, encompassing B2B and B2C in its business model, tells this publication about itself. ...
GCC Countries’ Economic Dynamism Attracts Investors And Wealth
In the first of a series of articles, we look at trends in the GCC region's wealth management market. This kicks off with an examination of the broad picture of the United Arab Emirates and the Kingdom of Saudi ...
Tech Traps Wealth Managers Must Avoid 2023
The latest edition of our regular "Tech Traps" reports. ...
Latest News
UBS Says It May Complete Credit Suisse Acquisition By 12 June
The Swiss bank gave an update on how soon it expects to wrap up its acquisition of its rival. ...
Opinion Of The Week: Advising Philanthropists – It's Harder Than You Think
A book published this year sets out the ideas and challenges that advisors to philanthropists need to take on board. It frames arguments in a compelling way and deserves wide attention. ...
Market Falls Hit 2022 HNW Individuals' Wealth; Firms Must Raise Digital Game – Capgemini
One of a cluster of annual measures of how well – or not – the global wealth sector is faring, the Capgemini report noted how falling markets hit HNW wealth in 2022, and also highlighted how firms should tak...
Opportunities In UK Equities, Despite Apathy – Columbia Threadneedle Investments
Julian Cane, manager of CT UK Capital & Income Investment Trust, part of Columbia Threadneedle Investments, discusses why performance of the UK market lagged that of many other countries, despite its recovery si...
Who’s Moving Where In Wealth Management – Vermeer Partners
The latest moves and appointments in wealth management in the UK, the rest of Europe, the Middle East and other select locations. ...
EXCLUSIVE: BNY Mellon's Pershing Aims For EMEA Winning Formula
Last year Pershing, part of BNY Mellon, appointed a CEO for its Europe, Middle East and Africa business – a person with experience at institutions such as the London Stock Exchange Group, large consultancies, ...
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Webinar With Jersey Finance: Decoding The Digital Landscape For UHNWIs
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