News, Comment & Analysis results for Archive

People Moves
22 December 2025

HSBC Private Bank Appoints Ex-Citigroup Figure For CEO

The new CEO will be taking the helm after a period when the chief executive slot was held ad...

Strategy
22 December 2025

JTC Private Office Partners With Milan-Based Management School

The partnership will involve building a thought leadership hub to help international families in a...

Tax
22 December 2025

Inheritance Tax Continues Drawing In More UK Revenue

Although it is a detested tax, inheritance tax certainly keeps the revenue flowing into the...

New Office
22 December 2025

Expanding Coller Capital Gets Larger In Hong Kong

The firm manages $50 billion in secondaries across private equity, private credit, and other...

M and A
22 December 2025

Wealth, Asset Management M&A Rose In Q3, Momentum Continues – PwC

The data seems to accord with the run of reported deals this news service has covered in the North...

Investment Strategies
22 December 2025

Silver, Gold, Gilts, Healthcare Shine

FundCalibre, an online fund ratings agency and research centre, held a media event in London this...

Client Affairs
19 December 2025

UK Cuts Rate; ECB Holds Steady – Wealth Managers React

After the Bank of England Monetary Policy Committee voted to cut interest rates and the European...

Alt Investments
19 December 2025

Venture Capital Seen Heating Up Globally In 2026, Driven By AI – Preqin

A new Venture Capital Global 2026 report by Preqin, a global data and intelligence provider for the...

M and A
19 December 2025

Deals Of The Day: The Latest In Wealth Management M&A – Suntera Global, Aurtus Singapore

The latest mergers, acquisitions and other corporate actions in the wealth management sector. ...

Alt Investments
19 December 2025

Dubai-Based Multi-Family Office Wraps Up $100 Million NAV Facility

The transaction sets an important precedent within the Gulf, signalling the emergence of NAV...

Comment & Analysis results for Archive

WM Market Reports
22 March 2023

Tech Traps Wealth Managers Must Avoid 2023

The latest edition of our regular "Tech Traps" reports. ...

Compliance
21 March 2023

Developments In Private Bank RegTech – Views From The Experts

Regulatory technology – software that a private bank has to use in order to produce information...

Alt Investments
21 March 2023

In Tough Times, Private Market Secondaries Can Shine

The venture capital, private equity and other parts of the "private markets" space have been jolted...

Strategy
9 March 2023

Exclusive: Biotech Sector To Take Off In 2023

Swiss-based BB Biotech’s head investment manager, Daniel Koller, talks to this news publication...

Asset Management
6 March 2023

Comgest's Mood Brightens For Europe, Asia Investments

After a strong start to global stock markets, Franz Weis chief investment officer at Comgest, a...

Offshore
6 March 2023

The Squeeze On Investment Visas – What Should Happen Now?

With these programmes, the subject of this interview says, the benefit is not just in the initial...

Trust Estate
3 March 2023

Challenges For Multi-Generational Families Over Succession

A take-home point from this article is that for multi-generational family firms to navigate...

Compliance
24 February 2023

Foundations For Effective Corporate Governance

The author argues that UK regulatory expectations largely date back to the financial crisis. At...

Tax
21 February 2023

Soaring Inheritance Tax Receipts Highlight Need For Reform

Inheritance tax receipts are rising, and this suggests that tax brackets are capturing a wider...

Art
9 February 2023

Fine Art Finance – A Change Of Perspective For Your Collection

The international law firm gives a brief tour of the fine art investment landscape, a subject of...