News, Comment & Analysis results for Archive

People Moves
22 July 2026

Who’s Moving Where In Wealth Management? – State Street, Keyridge AM

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

Client Affairs
22 July 2026

A New UK Chancellor, And Cost Of Living In Focus – Wealth Sector Reactions

Financial markets proved relatively resilient on the arrival of a new UK Prime Minister in this...

Offshore
22 July 2026

Peace, Passport Strength Go Together – Survey

The 20th edition of the index shows that average visa-free access has nearly doubled since 2006,...

Financial Results
22 July 2026

ANALYSIS: Julius Baer Strong Results Take Time To Cheer Investors

We take a look at the results announcement of Switzerland's second-largest bank and with a...

Financial Results
22 July 2026

Julius Baer Net Profit Doubles To New Record In H1 2026

Shares in the standalone private banking group have risen this year but a record half-year 2026...

White Papers
22 July 2026

CFA Institute Explores How Investment Sector Navigates AI Impact

AI is forcing structural changes to the way that the investment and wealth management sector works....

New Office
21 July 2026

Allfunds Gets New Berth Near Tower Bridge

Now all the wealthtech platform's UK-based functions are under one roof, as the firm continues to...

Statistics
21 July 2026

ANALYSIS Private Aviation: A High-Altitude Barometer For Global Wealth

Private aviation’s rise is also a feature of globalisation – the term used to describe the...

People Moves
21 July 2026

Who’s Moving Where In Wealth Management? – LGT WM, Rothschild & Co, BRI WM

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

Family Office
21 July 2026

BNP Paribas Sees European Clients Building Hong Kong-Based Family Offices – Report

Hong Kong has sought to encourage family offices to set up in the city. ...

Comment & Analysis results for Archive

Trust Estate
3 March 2023

Challenges For Multi-Generational Families Over Succession

A take-home point from this article is that for multi-generational family firms to navigate...

Compliance
24 February 2023

Foundations For Effective Corporate Governance

The author argues that UK regulatory expectations largely date back to the financial crisis. At...

Tax
21 February 2023

Soaring Inheritance Tax Receipts Highlight Need For Reform

Inheritance tax receipts are rising, and this suggests that tax brackets are capturing a wider...

Art
9 February 2023

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...

Technology
6 February 2023

An Economic Era Of Data Democratisation?

The author of this article talks about the economic background of inflation and economic...

White Papers
3 February 2023

Achieving Digital Experience Goals With Technology

The author of this article – the second in a series – argues that even in difficult...

Technology
2 February 2023

Where Next For Banks And Digital Assets?

The rout in prices of cryptocurrencies and certain entities last year shook the sector and has left...

Offshore
1 February 2023

Dubai Government Doubles Down In Attracting Onshore, Offshore Wealth

We talk to the government in Dubai – at its economic and tourism department – about its...

Legal
30 January 2023

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....

Offshore
25 January 2023

New BVI Act Provides Clarity On Virtual Assets

In December, legislation was introduced in the British Virgin Islands for virtual assets. The...