News, Comment & Analysis results for Archive

New Products
5 August 2024

Schroders And Phoenix Join Arms To Channel Pension Money Into Private Markets

The joint venture aims to funnel more pension money into private markets through the Future Growth...

Compliance
5 August 2024

ECB Strips Banque Havilland SA Of Licence; Luxembourg Moves To Suspend Payments

The ECB and CSSF in Luxembourg did not elaborate on their reasons for acting in their statements;...

Investment Strategies
5 August 2024

Recession Fears Premature After Heavy Equity Sell-off – UBS

With fears rising over potential US recession and after a falling stock market led to a big tech...

People Moves
5 August 2024

Who's Moving Where In Wealth Management? – Lawrence Stephens

The latest moves, appointments, personnel changes and developments among those in senior roles in...

Investment Strategies
5 August 2024

Eastspring Positive On Asia’s Outlook, Driven By Digitalisation, Renewables

Eastspring Investments, the asset management business of Prudential, has recently released a...

Surveys
2 August 2024

HNW Individuals Seriously Underestimate Cost Of Comfortable Retirement – UK Survey

The survey coincides with speculation about how the UK government might tighten the tax screws on...

Awards
2 August 2024

"Acclaim" – Saluting Wealth Industry Practitioners In WealthBriefing Wealth For Good Awards 2024

The latest Acclaim publication from this news service covers the people and organizations operating...

Client Affairs
2 August 2024

Investment Managers React To UK Interest Rate Cut

After the Bank of England agreed to cut interest rates, investment managers discuss the impact on...

M and A
2 August 2024

Deals Of The Day: The Latest In Wealth Management M&A – Evelyn Partners

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

Tax
2 August 2024

UK Inheritance Tax Receipts Rise – Wealth Managers Fear Further Squeeze

Wealth managers react to the latest figures from HM Revenue and Customs, showing another rise on...

Comment & Analysis results for Archive

Offshore
14 June 2022

The Bahamas And Resilience Through Testing Times – Latest Report

This is a mini-series on The Bahamas Financial Services Industry. ...

ESG
10 June 2022

EDITORIAL COMMENT: BCG Highlights Wealth Managers' Sustainability Prize, Challenges

The issues around sustainability unsurprisingly get big treatment in the annual Boston Consulting...

Compliance
9 June 2022

BOOK REVIEW: "Putin's People" Casts Western Financial Firms In Harsh Light

Reading this book will be a painful experience for some bankers and financial service figures in...

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...