News, Comment & Analysis results for Archive
Lighthouse Canton Builds In-House Investment Engine
The organisation, which has been building an international reach, says developing its own...
Amundi Agrees New Five-Year Pact With Societe Generale
Societe Generale has been involved with the asset management house since entering a venture with a...
EXCLUSIVE: European Small-Cap Stocks Deserve More Love – Berenberg
Franck Sabbah at Germany-headquartered investment bank and boutique asset manager Berenberg shares...
A New Bank For Family Offices Wants To Disrupt Traditional Models
One core aspect of the new bank is that family offices are involved in backing it financially,...
Japan's Economy In Flux – Where Are The Opportunities? In Conversation With Zennor
Japan, with its new prime minister and having passed through a series of reforms to the way its...
Dimensional Lists First Active UCITS ETFs
Like a number of investment managers, Dimensional Fund Advisors, a large US-based active...
Julius Baer Recasts Swiss Market Leadership
The departure of a senior figure after six years at the bank has prompted Julius Baer to replace...
Who’s Moving Where In Wealth Management? – PortfolioMetrix, Crestbridge FOS
The latest moves and appointments for wealth management roles in the UK, other parts of Europe, the...
Mattioli Woods Makes C-Suite Changes
The changes follow the announcement in May 2025 that Mattioli Woods and Kingswood Group had...
Deals Of The Day: The Latest In Wealth Management M&A – DL Holdings Group, YTME
The latest mergers, acquisitions and other corporate actions in the wealth management sector. ...
Comment & Analysis results for Archive
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...
Challenges For Multi-Generational Families Over Succession
A take-home point from this article is that for multi-generational family firms to navigate...
Foundations For Effective Corporate Governance
The author argues that UK regulatory expectations largely date back to the financial crisis. At...
Soaring Inheritance Tax Receipts Highlight Need For Reform
Inheritance tax receipts are rising, and this suggests that tax brackets are capturing a wider...
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...
An Economic Era Of Data Democratisation?
The author of this article talks about the economic background of inflation and economic...
Achieving Digital Experience Goals With Technology
The author of this article – the second in a series – argues that even in difficult...
Where Next For Banks And Digital Assets?
The rout in prices of cryptocurrencies and certain entities last year shook the sector and has left...
Dubai Government Doubles Down In Attracting Onshore, Offshore Wealth
We talk to the government in Dubai – at its economic and tourism department – about its...
How Can HNW Individuals Benefit From Litigation Funding Boom?
Litigation funding is an area that can make headlines when a major court case hits the headlines....