News, Comment & Analysis results for Quest

Technology
30 June 2025

Number Of UK Vulnerable Clients Falls – Dynamic Planner

Marking its 2nd anniversary, Dynamic Planner’s Financial Wellbeing Questionnaire has been...

Investment Strategies
15 April 2025

Financial Advisors Lean Into Private Markets Despite Challenges

The Adams Street Partners 2025 Advisor Outlook highlights rising demand for access to private...

Financial Results
22 January 2025

Assets Rise At UK's Quilter, Inflows Gain

Among other points, the UK firm said it expects to give an update on a review about historical data...

Investment Strategies
19 December 2024

Uncertainty Over AI Threatens US Equities In 2025; Tariffs Risk Unsettling Emerging Markets – Nutmeg

JP Morgan-owned digital wealth manager Nutmeg has just released its 2025 global investment outlook...

M and A
7 November 2024

Italian Banking Group Still Stalking Commerzbank – Media

The CEO of the Italian group continues, so it seems, his quest to buy Germany's second-largest...

Investment Strategies
11 October 2024

Asset Allocation Becomes More Active As Alternatives Stake Claim

Traditional ways of putting a portfolio together have been questioned for some time. The rise of...

Tax
22 August 2024

Hard To See How Much More UK "Tax Gap" Can Close – Specialist

A term bandied about in tax policy over recent years is the "tax gap" – questioning what measures...

Banking Crisis
4 March 2024

On US Bank Collapse Anniversary, Debt Investor Mulls What's Next

It is nearing the first anniversary of the demise of Silicon Valley Bank and others, and the launch...

Tax
24 October 2023

Impose Global Minimum Tax On Rich People – European Group

The proposals designed, so their authors say, to thwart evasion and forms of avoidance, raise...

Compliance
26 July 2023

NatWest CEO Resigns Amid Coutts "De-Banking" Saga

The departure of the CEO shows how removing an account from the political and media figure has...

Comment & Analysis results for Quest

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...

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...

Technology
2 February 2023

Where Next For Banks And Digital Assets?

The rout in prices of cryptocurrencies and certain entities last year shook the sector and has left...

White Papers
8 December 2022

Wealth Management: Technology Platforms, Competition In Challenging Economic Times

Every wealth manager is struggling with the key question of how to balance competing imperatives....

Family Office
7 November 2022

EXCLUSIVE: LNG – A Growth Driver For Three Groups Of Single Family Offices

Demand for liquified natural gas, aka LNG, is high amidst a global energy crisis, magnified by...

Compliance
20 October 2022

As Swiss EAM New Regulation Deadline Looms, Banks, Others Eye Big Changes

At the start of 2023, external asset managers in Switzerland will live in a new regulatory...

Wealth Strategies
4 May 2022

Behavioural Finance’s Next Step To Going Mainstream

The investment approach shaped by ideas about behaviour and how humans actually conduct themselves...

Legal
21 February 2022

The "ZXC" UK Court Decision Vs Bloomberg – What It Means For HNW Individuals

The UK Supreme Court has addressed a case regarding Bloomberg News publishing a highly confidential...