News, Comment & Analysis results for Archive
Andersen Frowns At US Relief From Minimum Corporate Tax Regime
A carve-out for US-based corporates from elements of a proposed global minimum tax regime suggests...
Wealth Managers Ponder Venezuela Fallout
The Trump administration certainly began 2026 in dramatic fashion, announcing the capture of the...
Expanding Klay Sets Sights On Swiss Entry, Explains Business Model
The rise of such firms highlights how HNW and ultra-HNW individuals, often with multiple bank...
Who's Moving Where In Wealth Management? – Helvetic Trust, Algebris, Amundi, Others
The latest moves, appointments and personnel changes for wealth management in the UK, rest of...
Commodity Markets, China Top Performers In 2025 – AIC
The UK’s Association of Investment Companies has released new research for closed-ended...
Afin Bank Names New Head Of High Net Worth And Diaspora Banking
In a short time, the new head has already made an "exceptional" contribution to Afin Bank,...
Deals Of The Day: The Latest In Wealth Management M&A – MetLife Investment Management, PineBridge
The latest mergers, acquisitions and other corporate actions in the wealth management sector. ...
Why Family Governance Matters In Modern Wealth Planning
The following guest commentary argues that governance is central to wealth planning conversations. ...
Summary Of Senior Moves In Global Wealth Management – November 2025
A summary of moves, appointments, and personnel changes in the world's wealth management sector. ...
Who's Moving Where In Wealth Management? – HKIFA, Standard Chartered
The latest moves, appointments and personnel changes in Asia-Pacific wealth management. ...
Comment & Analysis results for Archive
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...
The Pandora Papers One Year On: Lessons Learned And To Learn
Today, the idea appears to grow that holding wealth is something deserving of opprobrium. The more...
New Research: An Update On Family Office Efficiency In Accounting, Investment Analysis
This news service is joining forces again with FundCount to examine how technology is making family...
As Swiss EAM New Regulation Deadline Looms, Banks, Others Eye Big Changes
At the start of 2023, external asset managers in Switzerland will live in a new regulatory...
Shining A Light On Risk, Returns With Performance Watcher
We talk to Performance Watcher by IBO, a Swiss organisation that uses an open-source model to...
Focus On Investment Opportunities In China – Chartwell Capital
As investors struggle to decide where to put their money, Ronald Chan, founder and CIO of Chartwell...
Tenth WealthBriefing Tech & Ops Trends Report
Here is our 2022 Technology and Operations Report, a regular overview of the trends affecting the...