News, Comment & Analysis results for Archive
UK Wealth Sector Veteran Nick Tucker Retires
With a career including work at UBS, Merrill Lynch and Waverton Investment Management, Tucker is...
H1 2025 Net Profit Rises Sharply At EFG International
The bank, like its Swiss peers, has noted that the impact of a falling US dollar versus the Swiss...
What’s New In Investments, Funds? – BNY Investments, FNZ
The latest news in investment offerings, financial products and other services relevant to wealth...
US Treasury Postpones AML, CTF Regulations For Two Years
Despite the delay, RIAs are urged to begin the process of complying with requirements for the new...
Wealth Managers React As Inheritance Tax Continues To Climb
Wealth managers react to the latest figures from HM Revenue and Customs showing another rise in...
BoE Rate Cuts Dent Arbuthnot Banking Group's H1 2025 Profit
The bank's explanation for the result demonstrates how rate cuts can compress the rate margin for...
Julius Baer Headline Profit Drops But Underlying Result Gains In H1
Swiss private bank Julius Baer has presented its 2025 half-year results. Underlying results, when...
Digital Digest: The Latest Tech News – UBS, LSEG Ink Data, Analytics Pact
The latest technology news in the wealth management sector from around the world. ...
HSBC Makes Raft Of Senior Private Banking Hires Across Southeast Asia, Other Markets
The global private banking arm of HSBC has set out a range of recent hires across Southeast Asia...
US-Based Index Giant To Acquire ARC’s Wealth Data, Indices
This publication reports on an important acquisition deal for the wealth sector and what it means...
Comment & Analysis results for Archive
The Bahamas And Resilience Through Testing Times – Latest Report
This is a mini-series on The Bahamas Financial Services Industry. ...
EDITORIAL COMMENT: BCG Highlights Wealth Managers' Sustainability Prize, Challenges
The issues around sustainability unsurprisingly get big treatment in the annual Boston Consulting...
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...
How War Affects Agriculture Investment
Roberto Viton, founder and managing director at Valoral Advisors, discusses key trends and the...
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...
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...
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...
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...
"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...
A Walk Around The World's Regulatory Landscape
This news service speaks to BNY Mellon Pershing, a business with considerable interplay with...