News, Comment & Analysis results for CISI

White Papers
19 May 2023

How Complexity Affects Wealthy Families' Costs – Cambridge Associates White Paper

The US-based study examines the sort of cost considerations – with a few hard numbers – that...

Strategy
5 May 2023

Investment Managers React To ECB Decision To Raise Rates

After the European Central Bank increased interest rates again this week, investment managers...

Awards
11 April 2023

Decisive's International Direct Investment Program Team

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Banking Crisis
24 March 2023

Don’t Blame Venture Capitalists For SVB's Collapse

Better decision-making processes, not railing against venture capitalists, are some of the lessons...

Financial Results
16 March 2023

Credit Suisse Takes "Decisive Action" To Bolster Liquidity; Shares Surge

Shares in the bank fell sharply yesterday but bounced after authorities said they were backing the...

Tax
7 March 2023

Should UK Corporation Tax Rate Rise Be Postponed?

In March tax is often top of the policymaking and individual agenda as filing deadlines and budget...

Surveys
14 February 2023

Most Wealthy Britons Don't Discuss Wills With Their Family – Report

Despite the high numbers of wealthy Britons who have not spoken about their inheritance provisions,...

Strategy
11 January 2023

RBC Wealth Management To Leave Guernsey

Explaining its "difficult" decision, the Canada-based group said activities in the island will be...

Compliance
14 December 2022

Nomura Expands Wealth Management Footprint To Middle East

The decision by the international group to set up in the Gulf highlights how important this region...

Trust Estate
6 December 2022

Liability Of Trustees When There’s An Economic Crisis – Whom To Trust?

Given the current volatility of a whole spectrum of investments, it seems inevitable that trustees...

Comment & Analysis results for CISI

People Moves
9 January 2013

Summary Of Global Executive Moves In Wealth Management - December 2012

The pace of moves in the global wealth industry remained brisk in December. Perhaps the biggest...

Family Office
2 February 2012

Regulatory Heat Forces Tough Decisions For Family Offices In 2012 (Part Three)

Rosalyn Breedy, of Breedy Henderson Solicitors, continues her survey of the regulatory landscape...

Family Office
10 January 2012

Regulatory Heat Forces Tough Decisions For Family Offices In 2012 (Part Two)

Rosalyn Breedy, of Breedy Henderson Solicitors, continues her survey of the regulatory landscape...

Family Office
5 January 2012

Regulatory Heat Forces Tough Decisions For Family Offices In 2012 (Part One)

In 2011, the focus of regulatory change was firmly on the banks and major financial institutions....

Family Office
2 August 2011

Freedom From Wealth: New Family Office Rules Will Thwart Legendary Investor - And Others

George Soros has a long track record of seeing things others don’t, and his decision to close his...

Strategy
8 June 2011

Developing Behavioral Rules To Increase Returns - Barclays Wealth's Greg Davies

Here, the head of Barclays Wealth's behavioral finance division discusses how emotionally-driven...

Tax
18 February 2011

Supreme Court Decision Makes Skies A Little Less Friendly

Financial advisors to aircraft owners should be on notice that unanticipated tax consequences may...

Family Office
15 October 2010

Challenges Facing SFOs Create Opportunities For Advisors, Consultants [DO NOT EDIT]

As single family offices face increasingly complex decisions about how to organize themselves,...

M and A
4 May 2010

Australia's Battle Of Investment Platforms - Competition Authority Weighs In

National Australia Bank's takeover of AXA Asia Pacific was recently scuppered by a ruling from the...

Strategy
2 April 2008

FT.com: Lessons for Life

Wealthy families are devoting more time to educating dependents on how to approach financial...