News, Comment & Analysis results for Archive

Family Office
24 September 2026

For Family Offices In Motion, Business Aviation Is An Increasing Priority – Airbus Survey

We tease out figures collected by ACJ, part of the European aviation conglomerate, about the use of...

Philanthropy
24 September 2026

UK Think Tank Launches Charity Trustees Toolkit

The toolkit uses a corporate culture standard designed for the investment industry. ...

People Moves
23 September 2026

Who’s Moving Where In Wealth Management? – Savills IM, Etops, Thriving Investments

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

People Moves
23 September 2026

Barclays Names Singapore Private Bank Head

Barclays announces new leadership of its private bank in Singapore. The bank recently opened a...

Family Office
23 September 2026

Family Offices' Investment Portfolios Gain This Year; Inflation, Succession Weigh On Minds – Citi Wealth

In a global survey, the US banking group's wealth arm explores the issues that preoccupy family...

Asset Management
23 September 2026

What's New In Investments, Funds? – Invesco, Schroders Capital

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

People Moves
23 September 2026

Julius Baer Names New COO For Asia

The former Standard Chartered figure will take the helm to succeed a figure who has been at Julius...

People Moves
23 September 2026

Family Office Former CEO Joins Westwick Partners

The new partner’s experience of working inside family offices gives him the insights to help work...

WM Market Reports
23 September 2026

UK Wealth Sector Assets Rise But Details Show Industry Faces Tough Pressures – BWC Benchmarking

While some numbers show that assets and revenues are rising, it also points to margin pressures,...

WM Market Reports
23 September 2026

How Do Affluent, HNW Investors View AI? – HSBC Provides Some Answers

The bank has spoken to thousands of investors about the role that AI plays and will perform in...

Comment & Analysis results for Archive

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...

Wealth Strategies
25 August 2023

Inflation, Rising Rates Put Behavioural Finance In The Frame

The discipline within economics known as behavioural finance continues to be important. The market...

Investment Strategies
22 August 2023

Value And Growth – Japan’s Promise And Performance

This news service recently talked to a UK-based investment house that concentrates on Japanese...

White Papers
22 August 2023

Jersey Finance Report On Digital Assets, Crypto-Currencies

A new report, published with the island's financial promotional organisation, sets out the issues...