News results for Archive

People Moves
2 May 2023

Lombard Odier Strengthens Dubai Presence

Swiss private bank Lombard Odier names new head of its Dubai office. ...

Surveys
2 May 2023

Forthcoming WealthBriefing Tech & Ops Report Is Launched

The publisher of this news service is rolling out a new technology and operations report that will...

Awards
1 May 2023

InvestCloud Awarded For Client Lifecycle Management Solution

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Awards
1 May 2023

Indosuez WM Honoured For Women In Wealth Management

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Awards
1 May 2023

Standard Chartered Achieves UK Private Banking Double Win

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Awards
1 May 2023

SS&C Advent Recognised As Overall Front Office Solution Provider

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Awards
1 May 2023

Societe Generale Private Banking Is Triple Award Winner

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Awards
1 May 2023

Nykredit's Private Bank Achievements Shine Through

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Awards
1 May 2023

Masttro Recognised For Client Reporting Solution

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Awards
1 May 2023

Lombard Odier Wins Private Bank Client Initiative, Operations Team Categories

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Comment & Analysis results for Archive

Investment Strategies
30 June 2021

Investment View: Concentrated In Hunt For Alpha - Blue Ocean

This news service spoke to a UK-based firm, Blue Ocean Investment Partners, which believes that...

Tax
25 June 2021

Do The Super-Rich Really Only Pay A 3.4 Per Cent Tax Rate?

The group called ProPublica recently claimed that data on America's 25 richest people showed that...

Fund Management
24 June 2021

Helping Professional Fund Investors Build A Proven Track Record

This publication recently interviewed SharingAlpha, a business that takes the ranking of funds and...

Tax
24 June 2021

Scientist's Tax Offset Delivers Cultural, Family Value

Sometimes objects and their owners have earned a special place in our history and national life....

Legal
22 June 2021

Divorce And CGT - Tax At A Taxing Time

Divorce can be painful for all kinds of reasons. An added source of difficulty in reaching...

Legal
21 June 2021

How To Hire Wealth Managers, Mitigate Restrictive Covenant Impact

How should wealth management firms hire wealth managers (often known as “CRMs”, client...

Technology
18 June 2021

Who Said The Sky's The Limit?

The space environment is no longer the sole preserve of government agencies. Today, it is private...

Offshore
18 June 2021

Jersey Keeps Edge Through Tight Compliance - Commentary

The author of this piece says that Jersey's moves over the years to weed out dirty money have...

Compliance
17 June 2021

Basel’s Cryptoasset Stance Is No “Green Light,” But A Warning - Commentary

A wealth management figure and frequent commentator on financial affairs says that a global banking...

Tax
15 June 2021

Why Entrepreneurs Contemplate Leaving Germany - Commentary

Germany holds national elections in September, and opinion polls point towards the ascent of...