News, Comment & Analysis results for Archive
Ascot Lloyd Names New Chief Tech & Operations Officer
Ascot Lloyd, a UK financial advice firm, creates new role, bringing together Ascot Lloyd’s...
Use Available Tools To Avoid Losing Heavily On Dividend Tax Squeeze – Charles Stanley
The topic shows how asset "location" and the structuring of finances is as important in maximising...
UBP Opts For US Over European, Asian Equities Despite Tariff Turmoil
Switzerland-headquartered Union Bancaire Privée has released its insights for the global outlook...
UK Fund Makes First Investment Into Female-Powered Firm
In late May, BGF committed at least £300 million to the Invest in Women Taskforce’s funding pot...
UK Tax Squeeze On Dividends Hits Millions Of Investors – Quilter
The wealth management firm has used a Freedom of Information request to obtain the data from the...
Maven Steps Up Cybersecurity Investment
UK private equity firm Maven Capital Partners invests in Blueskytec through the South-West...
Who's Moving Where In Wealth Management? – AES International, Oberon Investments
The latest moves, appointments and other personnel moves in the the UK, Europe, Middle East and...
EXCLUSIVE: Aberdeen Highlights Investment Opportunities In Asia, Amidst Tariff Turmoil
Aberdeen, the UK-headquartered investment manager, sets out why Asia is becoming a driver of global...
What's New In Investments, Funds? – Syz Capital, Bitcoin Fund
The latest news in investment offerings, financial products and other services relevant to wealth...
Canaccord Posts Record Financial Results
Canada-based Canaccord Genuity Wealth Management has announced positive financial results for the...
Comment & Analysis results for Archive
Editorial Comment: Why Wealth Managers Should Be Proud
The wealth management sector is sometimes – understandably perhaps – shy of putting its case...
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...
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,...
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...
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...
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...
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...
Crypto Assets, Distributed Finance And Wealth Managers' Menus
Family offices, private banks and wealth managers are considering using the infrastructure of...
NFTs: A World Of Wealth Beyond Gotham City
While there is much buzz and confusion surrounding NFTs in the media, understanding the reality of...
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...