News results for Archive

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...

M and A
21 September 2021

Tiedemann, Fellow MFO Nearing Merger Deal, Plan SPAC - Media

Alvarium Investments, based in London, declined to comment. This news service has contacted...

Client Affairs
21 September 2021

Rise Of Concierge Healthcare – The Right Investment?

While typically perceived as a luxury amenity, the narrative has started to shift, with many...

ESG
21 September 2021

ESG Phenomenon: How COVID-19 Is Worsening Inequality

Labour practices are under the ESG microscope as the ranks of gig workers have mushroomed during...

New Office
21 September 2021

Zedra Eyes Fintech, Opens Liechtenstein Office

The firm wants to tap Liechenstein’s growing fintech sector and regulatory efficiencies and boost...

Awards
20 September 2021

WealthBriefing's Swiss Community Gathers In Geneva

A big thank you to all those who joined the WealthBriefing team in Geneva last Wednesday. ...

Tax
20 September 2021

Realising Crypto Gains Outside The UK

Any decision to leave the UK in order to benefit from a lower capital tax rate should be done with...

Comment & Analysis results for Archive

Client Affairs
15 September 2020

WEALTH TALK: A New Private Client Video Series With Kobre & Kim

This is the start of a new video series by this news service in partnership with international law...

Trust Estate
14 September 2020

Will The Pandemic Cause More Contested Will And Estate Cases?

The author of this piece, a partner at law firm Stevens & Bolton, asks what the virus and...

Client Affairs
11 September 2020

Footballer's Lives: Managing Their Money, Expectations

A former Manchester United footballer who has become a financial advisor talks to this news service...

Wealth Strategies
7 September 2020

Warren Buffett's Japan Bet: There's More To Come

A large investment firm based in Japan considers Warren Buffett's recent decision to build stakes...

Surveys
4 September 2020

Family-Owned Businesses Withstand COVID Assaults

Credit Suisse Research Institute has published its latest findings on the resilience of...

Trust Estate
1 September 2020

Should Trustees Be Worried About Global Warming?

What should those who hold and run trusts think about climate change and the consequences that are...

Reports
21 August 2020

WEALTH TALK: Focus On Bank Results, Life After LIBOR

The latest Wealth Talk video covers the results of banks - and how some of them have been able to...

Banking Crisis
20 August 2020

Life After LIBOR: What Benchmark Changes Mean For Wealth Managers

A relatively small circle of Tier 1 banks may be on top of changes to the LIBOR inter-bank interest...

Art
19 August 2020

Stored Away: There's So Much Art Available For Market

We talk to Overstone Art Services, a UK-based organisation, about the state of the world's fine art...

Family Office
18 August 2020

WEALTH TALK: Focus On Highworth Research And Single Family Offices

This news services links up with the research firm's founder to talk about the wins and losses of...