News, Comment & Analysis results for Archive

Compliance
11 March 2024

Jersey Says Registry "Vulnerability" Found

The practice of holding registers of company and other information in international financial...

Strategy
11 March 2024

Firms Combine To Turbocharge UAE's Financial Services Sector

The collaboration will concentrate on helping small and medium size firms expand and build...

Practice Strategies
8 March 2024

OPINION OF THE WEEK: Thoughts On International Women's Day And The Wealth Sector

On this day of the year the editor takes a look at how women's position as wealth management...

People Moves
8 March 2024

Mirabaud Adds Senior Banking, Finance Figures To Swiss Entity's Board

One of the larger Geneva-headquartered private banks has announced arrivals to the board of its...

People Moves
8 March 2024

Brown Shipley Names New Chief Risk Officer

Brown Shipley, a Quintet Private Bank, makes senior hire with more than 15 years' experience in the...

People Moves
8 March 2024

Calastone Names New Chief Technology Officer

The new CTO will also be responsible for product strategy and development covering all regions,...

ESG
8 March 2024

M&G Targets Regenerative Agriculture

As the move towards a sustainable food and agriculture grows, London-headquartered M&G Investments...

People Moves
8 March 2024

Who's Moving Where In Wealth Management? – Tikehau Capital

The latest moves, appointments and changes around wealth management senior roles in UK, continental...

Tax
7 March 2024

Wealth Managers React To UK Spring Budget, Controversy Flies Over Non-Dom Abolition

After the UK Chancellor of the Exchequer Jeremy Hunt delivered the Spring Budget to the House of...

Financial Results
7 March 2024

Rathbones Posts Mixed Financial Results

London-headquartered investment manager Rathbones has just released its preliminary financial...

Comment & Analysis results for Archive

Tax
23 February 2022

As UK Raises Taxes, Where Do Venture Capital Trusts Fit In?

Investment vehicles that have certain tax advantages over time are more popular when certain...

Alt Investments
21 February 2022

"Dry Powder" And "Democratisation" – Trends In Private Market Investing

This publication talks to Broadridge, the financial technology firm, about trends in the private...

Legal
21 February 2022

The "ZXC" UK Court Decision Vs Bloomberg – What It Means For HNW Individuals

The UK Supreme Court has addressed a case regarding Bloomberg News publishing a highly confidential...

Investment Strategies
2 February 2022

How Barclays Private Bank Is Positioning Its Portfolios

We talk to the UK-based private bank to ask about its asset allocation stance, its expectations for...

Strategy
31 January 2022

Rebuilding Trust, Respect For Financial Services

Advisors have had to completely change how they engage with clients over the past two years because...

Investment Strategies
19 January 2022

Investors Should Lean In To India's Opportunities – Matthews Asia

India can provide investors with a high-growth allocation in their portfolios particularly at a...

Strategy
18 January 2022

Book Review: How People Become Famous, By Rainer Zitelmann

Assuming a person wants to become famous (leaving aside the downsides of this), what steps should...

ESG
14 January 2022

Wealth Industry's Force For Environmental Good Accelerates

We talk to an investment firm at the cutting edge of putting money to work in businesses that cut...

Philanthropy
13 January 2022

Cazenove Capital Eyes Strong Donor Advised Fund Demand

Donor-advised funds are a turn-key solution for rapidly building a philanthropic toolkit and...

Legal
6 January 2022

Tying Up A Deceased's Online Presence, What's At Stake

As online criminals become more sophisticated, it is critical that executors know how to wrap up a...