News, Comment & Analysis results for Quest
Number Of UK Vulnerable Clients Falls – Dynamic Planner
Marking its 2nd anniversary, Dynamic Planner’s Financial Wellbeing Questionnaire has been...
Financial Advisors Lean Into Private Markets Despite Challenges
The Adams Street Partners 2025 Advisor Outlook highlights rising demand for access to private...
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...
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...
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...
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...
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...
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...
Impose Global Minimum Tax On Rich People – European Group
The proposals designed, so their authors say, to thwart evasion and forms of avoidance, raise...
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
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...
Learning The Legal Lessons From “Succession”
In this detailed analysis of legal questions generated by the HBO television drama, law firm Squire...
Where Next For Banks And Digital Assets?
The rout in prices of cryptocurrencies and certain entities last year shook the sector and has left...
Wealth Management: Technology Platforms, Competition In Challenging Economic Times
Every wealth manager is struggling with the key question of how to balance competing imperatives....
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...
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...
Behavioural Finance’s Next Step To Going Mainstream
The investment approach shaped by ideas about behaviour and how humans actually conduct themselves...
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...