News, Comment & Analysis results for Archive

Financial Results
25 April 2024

Lloyds Banking Group's Statutory Profit Dips

The bank's wealth business had total customer deposits in its wealth arm of £10.2 billion, down...

Technology
25 April 2024

Digital Digest: The Latest Tech News – SimCorp

The latest technology news in the wealth management sector from around the world. ...

Tax
25 April 2024

OPINION OF THE WEEK: The End Of UK's Non-Dom System

James Quarmby is a prominent private client lawyer who has spoken and written extensively about...

M and A
25 April 2024

Deals Of The Day: The Latest In Wealth Management M&A – Redmayne Bentley, Blankstone Sington

The latest mergers, acquisitions and other corporate actions in the wealth management sector. ...

Financial Results
25 April 2024

Quilter Posts Positive First Quarter Financial Results In 2024

UK wealth manager Quilter reports a rise in assets under management and administration (AuMA) in...

Company Profiles
25 April 2024

Rapid Ascent For Welrex – Thoughts On Business Models, Consumer Duty, And More

A new firm has already garnered awards, been ranked in wealthtech guides, and is talking about how...

Tax
24 April 2024

Inheritance Tax Receipts At Record High – Reactions

Wealth managers react to the the latest figures from HM Revenue and Customs (HMRC) and suggest ways...

Compliance
24 April 2024

UK's Serious Fraud Office Sets Out Strategy Amid Rising Tech Threats, Challenges

The UK public agency involved in the fight against corruption, fraud and bribery has been through a...

Statistics
24 April 2024

Hedge Fund Capital Hits $4.3 Trillion; Crypto Strategies Skyrocket

Hedge funds' performance can wax and wane, and fees have slid from the 2 per cent management fee/20...

Technology
24 April 2024

Digital Digest: The Latest Tech News – Allfunds, Google Cloud

The latest technology news in the wealth management sector from around the world. ...

Comment & Analysis results for Archive

Company Profiles
1 June 2022

Wealth Sector Consolidation Continues, Says Expanding Canaccord Genuity WM

There have been a number of M&A deals in wealth management in the UK, and one player in the scene...

Market Research
1 June 2022

How War Affects Agriculture Investment

Roberto Viton, founder and managing director at Valoral Advisors, discusses key trends and the...

Strategy
20 May 2022

EDITORIAL COMMENT: A High Net Worth Status Ain't What It Used To Be

Inflation is eroding the value of money at a rapid clip, and that means the old minimum sums...

Islamic Banking
13 May 2022

Going Green Can Carry Costs, Warns Advisor On Islamic, Other Finance

Those who are attracted to "Green" investing may also be interested in Shariah finance. A firm...

Real Estate
11 May 2022

New UK Heat Regulations And Property – What Family Offices Should Know

A new set of rules in the UK, taking force from the start of September, is designed to improve...

Client Affairs
10 May 2022

"No Fault Divorce" – Only A Tick Box Away From Separation

A change in law affecting England and Wales came into force from early April, changing the...

Compliance
9 May 2022

A Walk Around The World's Regulatory Landscape

This news service speaks to BNY Mellon Pershing, a business with considerable interplay with...

Wealth Strategies
4 May 2022

Behavioural Finance’s Next Step To Going Mainstream

The investment approach shaped by ideas about behaviour and how humans actually conduct themselves...

Family Office
3 May 2022

EXCLUSIVE: Europe And North America – Single Family Offices Compared

The extended coverage of single family offices by Highworth Research's database – working with...

Practice Strategies
3 May 2022

The Perfect "Sandbox" – How Avaloq Innovates In The Cloud

We talk to Avaloq and one of the men driving R&D and innovation at the firm. He argues that the...