News, Comment & Analysis results for Archive

Investment Strategies
15 October 2026

Ireland's Drive To Take Investment Sector Up A Gear

At the Mediolanum International Funds event in Dublin last week, Robert Troy, the Irish Minister of...

People Moves
14 October 2026

UK's Castlefield Names New CEO

The firm said the new CEO’s appointment forms part of a broader evolution of the senior...

People Moves
14 October 2026

Emissary Partners Hires Ex-CIA Analyst Among Four Senior Advisors

The London-based firm, which advises family offices on cross-border matters, has brought in...

Financial Results
14 October 2026

Net Income For Third Quarter 2026 Rises At JP Morgan

The US banking giant started the ball rolling yesterday on the quarterly reporting season in the...

People Moves
14 October 2026

Who’s Moving Where In Wealth Management? – Carey Olsen, W1M, Withers

The latest moves and appointments for wealth management roles in the UK, and other parts of Europe,...

Financial Results
14 October 2026

VP Bank In SFr130 Million Capital Raise Via Bond Issue

The Liechtenstein-based bank’s seven-year issue carries a 1.85 per cent coupon and an A3 rating...

ESG
14 October 2026

EXCLUSIVE: Edmond de Rothschild AM Expects Progress On Investment In Renewables At COP31

Ahead of the 31st United Nations Climate Change Conference (COP31) in Antalya Turkey, taking place...

Strategy
14 October 2026

AI Shifts Advisor Time From Administration To Client Relationships  

As part of a series ahead of a new report from this news service into AI and wealth management, we...

Investment Strategies
13 October 2026

Shareholder Pressure Makes Japan Inc More Rewarding – Zennor

A London-based manager with a Japan focus says European investors are well placed to push Japanese...

New Products
13 October 2026

What’s New In Investments, Funds? – SLM Partners, M&G

The latest news in investment offerings, financial products and other services relevant to wealth...

Comment & Analysis results for Archive

Fund Management
19 October 2023

Focus On Ireland As A Growing Financial Hub

Michael D’Arcy, former Irish minister of state at the department of finance, discusses the...

White Papers
13 October 2023

Research: Tech & Ops Wealth Trends In Wealth Management 2023

The 26-page report examines the issues and concerns affecting the shape of technology and...

Tax
9 October 2023

Sparing No One: Cross-Border Taxation of Globally Mobile Individuals – Part 2

This article continues to examine – via the circumstances of Prince Harry and Meghan, the...

Tax
6 October 2023

Sparing No One: Cross-Border Taxation of Globally Mobile Individuals - Part 1

This is the first of a highly detailed examination of cross-border tax issues for individuals...

Alt Investments
4 October 2023

How Hedge Fund Investors Keep Composed In Volatile World

This news service talks to Sussex Partners, a UK-based business that advises institutions about...

Family Office
28 September 2023

Family Offices Aren't Shunning Risk, But Getting Smarter – Citi Private Bank

After its survey emerged a few weeks ago, Citi Private Bank spoke again to this news service about...

White Papers
21 September 2023

Winning Women In MENA: How Wealth Managers Can Help Further Female Empowerment

A new report from this news service, in partnership with First Abu Dhabi bank, explores what HNW...

Strategy
15 September 2023

Learning From The UK "De-Banking" Furore – A Modern Bank's Perspective

A new financial services firm that calls itself a "Coutts-Revolut" hybrid reflects on the recent...

Legal
31 August 2023

Learning The Legal Lessons From “Succession”

In this detailed analysis of legal questions generated by the HBO television drama, law firm Squire...

Wealth Strategies
30 August 2023

Taking A "Floating" Approach As Rates Rise

This news service talks to US-based New Mountain Capital about the benefits of holding...