News, Comment & Analysis results for Archive
UK Inflation Runs Hot, Limits Scope For Rate Cuts – Wealth Managers
After the UK inflation rate jumped by more than expected in April, its highest level since February...
Julius Baer Reports Net New Money Inflows Jan-April 2025
The Swiss private bank, which operates in a number of regions, such as Asia, has been reviewing...
UK's Close Brothers Says Financial Performance Holds Steady
Close Brothers, which has spun off its asset management arm and positioned to handle potential...
EFG International Logs Four-Month Profit Gain In 2025
Among other details, EFG International said it has continued to remove risks with the sale of part...
Trade War Biggest Threat To Global Family Offices In 2025 – UBS Report
Swiss bank UBS has published its annual Global Family Office Report 2025, with insights from 317...
Evelyn Partners Continues To Support Women's Financial Challenges
As shown in sports sponsorship and various programmes, the UK-headquartered wealth management group...
Standard Chartered Leans Into Gulf Wealth Growth Story
The bank is targeting the Middle East's growth potential. ...
Withers Builds Art Advisory Expertise With Senior Hire
The international law firm said it is adding to its art advisory and related legal capabilities. ...
Investors Downgrade US Economic Growth Prospects; Europe To Benefit – Survey
UK wealth manager Quilter, which oversees £119.6 billion ($160 billion) in customer investments,...
Who’s Moving Where In Wealth Management? – Imperium Group, Rockwood AM
The latest moves, appointments and personnel changes among wealth management and related...
Comment & Analysis results for Archive
Standard Chartered's Advisory Strengths Tapped In Testing Times
This news service continues to profile organisations making an impact in the Channel Islands of...
Niche Carmignac Fund Aims To Win Big In Family-Owned Companies Space
We talk to a manager of a fund that concentrates on family-owned businesses, and these can range...
Does Liability-Driven Investment Have Any Place In Wealth Managers' Toolkits?
The area of liability-driven investment is a specialist approach to managing money for final-salary...
Cash-Rich Firms Can Tap M&A Opportunities As Rates Rise
Companies with plenty of cash stand to benefit from the M&A opportunities that can be thrown up in...
Focus On Long-Term Investment Opportunities – Baillie Gifford
Faced with soaring inflation, rising interest rates and geopolitical conflicts, investment managers...
EXCLUSIVE: LNG – A Growth Driver For Three Groups Of Single Family Offices
Demand for liquified natural gas, aka LNG, is high amidst a global energy crisis, magnified by...
A Wide Set Of Wealth, Business Tools In Jersey: In Conversation With Stonehage Fleming
What sort of structures and entities do clients coming to Jersey want to use? What sort of...
10 Years On From HSBC's AML Saga – What Has Changed?
The author of this article claims that there has been little improvement in AML controls in much of...
International Surrogacy Developments: Financial Impact On Families
The author argues that as more people resume foreign travel, with many doing so to consider...
Using Tech To Achieve Wealth Management Edge – In Conversation With InvestCloud
Finding new clients, attracting and keeping them requires a range of qualities, and intelligent use...