News, Comment & Analysis results for Archive

Real Estate
9 May 2024

New Private Office For "Ultra-Prime" Real Estate Is Launched

The organisation says that part of its value proposition is tapping into an international network...

Uncategorised
9 May 2024

Who’s Moving Where In Wealth Management? – Isio, Apex Group, Arbuthnot Latham

The latest moves and appointments in wealth management in the UK, the rest of Europe, the Middle...

M and A
9 May 2024

Deals Of The Day: The Latest In Wealth Management M&A – Titan Wealth, Wigmore Associates WM

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

People Moves
8 May 2024

TrustQuay Viewpoint Names New CEO

The CEO, who had led the firm through a merger, stepped down last autumn – a new, permanent chief...

People Moves
8 May 2024

Who’s Moving Where In Wealth Management? – PortfolioMetrix, PineBridge Investments

The latest moves and appointments in wealth management in the UK, the rest of Europe, the Middle...

Surveys
8 May 2024

UK Ageing Trend Produces More "Multi-Retiree" Families – Study

A new study looks at how retirement plans are expected to change. One trend appears clear: retirees...

WM Market Reports
8 May 2024

Talent Battle Vexes Family Offices, Many Lack NextGen Succession Plans

A study of family offices – almost of all of which are North American – sheds light on their...

Alt Investments
8 May 2024

Partners Group Scores Industry First With "Evergreen" ELTIF Structure

The launch is a coming together of "evergreen" or perpetual" fund structures and a European...

New Office
8 May 2024

Guernsey Finance Targets London

Guernsey Finance, a joint government and industry initiative to promote Guernsey as an...

Financial Results
7 May 2024

Quarterly Profits Rise Sharply At UBS

The Swiss bank reported financial results a year after the momentous acquisition of Credit Suisse...

Comment & Analysis results for Archive

Awards
1 April 2022

Editorial Comment: Why Wealth Managers Should Be Proud

The wealth management sector is sometimes – understandably perhaps – shy of putting its case...

Technology
29 March 2022

An Overview From EY On Tech Traps Facing The Sector

EY has once again partnered with this publication on our must-read annual report "Technology Traps...

Investment Strategies
24 March 2022

The March Of The Robots – The Investment View

Use of robots is set to continue, even accelerate, but they will create new industries and roles,...

Compliance
23 March 2022

What Price Privacy? UK Drive For Foreign Owners' Transparency

The author of this article argues that regardless of how the geopolitical landscape changes in the...

Company Profiles
22 March 2022

EXCLUSIVE INTERVIEW: Banker Becomes Soldier In Ukraine's Frontline

There are plenty of former soldiers, aircrew and naval personnel who have joined the ranks of...

Strategy
18 March 2022

Recruiting, Retaining Female Wealth Managers – What’s Being Done?

As more women are becoming high net worth individuals, the business case for recruiting and keeping...

Banking Crisis
15 March 2022

Summary Of Banks' Exposures To Russia, Local Presences

Here is what we know at the moment about banks' exposures to Russia in terms of loans and other...

Technology
7 March 2022

Crypto Assets, Distributed Finance And Wealth Managers' Menus

Family offices, private banks and wealth managers are considering using the infrastructure of...

Art
24 February 2022

NFTs: A World Of Wealth Beyond Gotham City 

While there is much buzz and confusion surrounding NFTs in the media, understanding the reality of...

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...