News, Comment & Analysis results for Archive
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. ...
Orbis Highlights UK, Emerging Market Opportunities Outside US Mega-Caps
Experts at Orbis Investments share their thinking on global investment themes and how this is...
Who's Moving Where In Wealth Management? – Broadridge, Lawrence Stephens, Others
The latest moves, appointments and personnel changes for wealth management in the UK, rest of...
DWS And NAMI Join Forces
DWS and Nippon Life India Asset Management plan to collaborate to bolster alternatives, passives...
VP Bank Names New International Locations Head
The role involves responsibility for client business in Luxembourg, Switzerland and Singapore. ...
Natixis IM Favours European, Emerging Market Equities Over US
Paris-based Natixis Investment Managers, which delves into the 2026 market outlook, provides...
Despite UK Budget Tax Worries, Wealthy Individuals Aren't Gifting
Ahead of the UK’s Autumn Budget this month, where changes to inheritance tax exemptions and...
UK, Singapore Regulators Forge AI Partnership
As part of the pact, the UK regulator has appointed a financial services attaché in the Asian...
Deals Of The Day: The Latest In Wealth Management M&A – Brown Advisory, Marylebone
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....