News results for Archive

Fund Management
23 September 2021

What's New In Investments, Funds? - BlackRock

The latest offerings in investments, such as funds and structured products, and other notable...

Surveys
23 September 2021

Capital Group Brings Older "Offtrack" Investors Into Spotlight

New research from Capital Group highlights the financial advice gap among those aged 45 and over...

Technology
23 September 2021

Legal Technology Tackles Assessing, Auditing Mental Capacity

Technology's benefits are moving into more facets of private client management with a tech...

ESG
22 September 2021

There's Possible Bubble Trouble With ESG - Central Bank's "Club"

While written in the dense language of central bank quarterly reports, the Basel-based organisation...

M and A
22 September 2021

Deals Of The Day: The Latest In Wealth Management M&A - JTC, Ballybunion

The latest developments in financial products and investments from around the world. ...

Technology
22 September 2021

Digital Digest: The Latest Tech News - New Access, Unblu; Temenos, Paymentology

The latest developments in technology services, products and trends around the world. ...

New Products
22 September 2021

What's New In Investments, Funds? - Vontobel, Man Group

The latest offerings in investments, such as funds and structured products, and other notable...

People Moves
22 September 2021

Who's Moving Where In Wealth Management? - Tilney Smith & Williamson

The latest senior moves in wealth and asset management from across Europe and the UK. ...

ESG
21 September 2021

Wealthy Investors Like Sustainability, Fret Over Unclear Data - StanChart

"Sustainability" is a popular term in wealth management today, but many affluent and HNW investors...

M and A
21 September 2021

US-Based Oaktree Acquires Sanlam Wealth

The Cape Town-based insurer continues to shed UK businesses as it refocuses on emerging markets...

Comment & Analysis results for Archive

Strategy
19 July 2021

A UK Regional Footprint Builds Credibility - Julius Baer International's CEO

In this article we interview the CEO of Julius Baer International, David Durlacher, about his...

Alt Investments
19 July 2021

Will Increased Regulatory Scrutiny Create London SPAC Boom?

Will reforms in the UK galvanise a SPAC market into the kind of rapid growth that has been...

Investment Strategies
15 July 2021

Jump Aboard The "Cold Chain": Drug Development, Rapid Delivery

This article examines the channels for testing, holding and moving drugs that have to be stored at...

Investment Strategies
13 July 2021

The Rise Of Digital Health And Genomics In Europe

Terms such as genomics, telemedicine and healthtech are increasingly parts of the investment...

Investment Strategies
30 June 2021

Investment View: Concentrated In Hunt For Alpha - Blue Ocean

This news service spoke to a UK-based firm, Blue Ocean Investment Partners, which believes that...

Tax
25 June 2021

Do The Super-Rich Really Only Pay A 3.4 Per Cent Tax Rate?

The group called ProPublica recently claimed that data on America's 25 richest people showed that...

Fund Management
24 June 2021

Helping Professional Fund Investors Build A Proven Track Record

This publication recently interviewed SharingAlpha, a business that takes the ranking of funds and...

Tax
24 June 2021

Scientist's Tax Offset Delivers Cultural, Family Value

Sometimes objects and their owners have earned a special place in our history and national life....

Legal
22 June 2021

Divorce And CGT - Tax At A Taxing Time

Divorce can be painful for all kinds of reasons. An added source of difficulty in reaching...

Legal
21 June 2021

How To Hire Wealth Managers, Mitigate Restrictive Covenant Impact

How should wealth management firms hire wealth managers (often known as “CRMs”, client...