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Latest Comment & Analysis

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 Patton Boggs walks readers around the issues. ...

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 floating-rate credit exposures and how this can work to investors' advantage when rates have been rising, as they have recen...

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 dramas of recent years, ranging from failing banks to rising interest rates, create plenty of examples of behavi...

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 in and around digital assets and crypto-currencies such as bitcoin. ...

Investment Strategies
22 August 2023

Value And Growth – Japan’s Promise And Performance

This news service recently talked to a UK-based investment house that concentrates on Japanese investments and the opportunities it sees building in the country. ...

21 August 2023

How AI Can Raise Wealth Management Game In The Gulf

With artificial intelligence technology gathering headlines and stirring controversy – and excitement – we examine how it could affect private banking and wealth management in the Middle East. ...

Latest News

22 September 2023

US Recession Not On Cards, EU Resilient – Franklin Templeton

Sonal Desai, chief investment officer for US-based investment manager Franklin Templeton Fixed Income, discusses the global macroeconomic outlook and opportunities in fixed income.   ...

People Moves
22 September 2023

Canaccord Announces New Divisional Leadership

UK-based Canaccord Genuity Wealth Management UK and Crown Dependencies (CGWM) makes senior promotions. ...

22 September 2023

Accountants, Financial Advisors Concerned About Clients’ Ability To Pay Tax Bills – Study

The economy and its impact on companies is cited as the main reason for tax payment difficulties, while around 53 per cent cited personal reasons such as divorce and 47 per cent highlighted the cost-of-living cr...

New Products
22 September 2023

What's New In Investments, Funds? – BNY Mellon IM, Astanor Ventures

The latest news in investment offerings, financial products and other services relative to wealth advisors and their clients. ...

People Moves
22 September 2023

Who’s Moving Where In Wealth Management – Dillon Eustace, Close Brothers AM, Others

The latest moves and appointments in wealth management in the UK, the rest of Europe, the Middle East and other select locations. ...

People Moves
21 September 2023

Carmignac Adds Fixed Income Managers

The appointments follow a major promotion at the French asset management house. ...