News, Comment & Analysis results for Archive

New Office
24 February 2026

Partners Group Targets Kuwait

In line with a number of firms that have been expanding their presence in the Middle East, Partners...

People Moves
24 February 2026

Who’s Moving Where In Wealth Management? – Union Bancaire Privée, Evelyn Partners, Kingsley Napley, Others

The latest moves and appointments for wealth management roles in the UK, other parts of Europe, the...

Alt Investments
23 February 2026

We're Not Halting Investor Liquidity In Debt Fund, Says Blue Owl

The episode plays to concerns on what the limits should be about opening the private credit asset...

Client Affairs
23 February 2026

Trump Announces New 15 Per Cent Tariffs After US Supreme Court Ruling – Wealth Managers React

After the Supreme Court ruled on Friday that US President Donald Trump’s administration using the...

Tax
23 February 2026

Inheritance Tax Receipts Jump Again – Wealth Managers React

After HM Revenue & Customs inheritance tax receipts showed another jump in the first 10 months of...

Statistics
23 February 2026

Global Securities Class Action Cases Yielded Lower Payouts – Broadridge

The way that class action cases’ settlements are handled is a process that forms part of the...

Technology
23 February 2026

Eton Solutions Launches Direct-To-Consumer Offering

Besides its US headquarters, Eton Solutions' geographic footprint includes locations such as...

Strategy
23 February 2026

Deutsche's Private Bank Eyes Latin America; Asia, MENA Businesses Growing

Release in early February of strong financial results for the German group seemed a good...

Financial Results
20 February 2026

Liechtenstein's LLB Posts Solid 2025 Figures

Liechtensteinische Landesbank (LLB) posted solid financial results in 2025, in spite of a volatile...

M and A
20 February 2026

Deals Of The Day: The Latest In Wealth Management M&A – Amber River, Stone Point Capital

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

Comment & Analysis results for Archive

Company Profiles
1 June 2022

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...

Strategy
20 May 2022

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...

Islamic Banking
13 May 2022

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...

Real Estate
11 May 2022

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...

Client Affairs
10 May 2022

"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...

Compliance
9 May 2022

A Walk Around The World's Regulatory Landscape

This news service speaks to BNY Mellon Pershing, a business with considerable interplay with...

Wealth Strategies
4 May 2022

Behavioural Finance’s Next Step To Going Mainstream

The investment approach shaped by ideas about behaviour and how humans actually conduct themselves...

Practice Strategies
3 May 2022

The Perfect "Sandbox" – How Avaloq Innovates In The Cloud

We talk to Avaloq and one of the men driving R&D and innovation at the firm. He argues that the...

Family Office
3 May 2022

EXCLUSIVE: Europe And North America – Single Family Offices Compared

The extended coverage of single family offices by Highworth Research's database – working with...

WM Market Reports
28 April 2022

New Report On How Bahamas Pushes Forward As IFC

This is a mini-series on The Bahamas Financial Services Industry. ...