News, Comment & Analysis results for Archive

Investment Strategies
10 April 2025

The New Investment Landscape After US Tariff Hikes – UBS, Pictet, St James's Place

After US President Donald Trump hiked tariffs on US imports, sending shock waves across stock...

Art
10 April 2025

UK Artworks Offer Investors Bright Spot Amidst Tariff Turmoil

After US President Donald Trump imposed sweeping tariffs on exports to the US, causing stock...

People Moves
10 April 2025

Who’s Moving Where In Wealth Management? – Rothschild & Co, Quilter Cheviot, MASECO

The latest moves, appointments and personnel changes among wealth management and related...

Strategy
10 April 2025

Withers, Bentleys Form Business Partnership

The agreement, which is non-exclusive, will offer clients legal and accounting advice on personal,...

Fund Management
10 April 2025

Canoe Intelligence, Ocorian Form Pact

The agreement between the firms enables Ocorian clients to plug into Canoe's AI and machine...

Technology
10 April 2025

Digital Digest: The Latest Tech News – CUBE

The latest technology news in the wealth management sector from around the world. ...

Company Profiles
9 April 2025

Investors Turn More Discerning Over Private Markets, Sector Hasn't Peaked – Oakley Capital

We talk to Oakley Capital, a UK firm with a particular approach to tapping into private market...

Investment Strategies
9 April 2025

EXCLUSIVE: Japan’s Export-Focused Large Caps Face Tariff Trauma

After President Donald Trump imposed tariffs of 24 per cent on Japanese exports to the US, hitting...

New Products
9 April 2025

What’s New In Investments, Funds? – WisdomTree, Swiss Re, GAM

The latest news in investment offerings, financial products and other services relevant to wealth...

People Moves
9 April 2025

Who’s Moving Where In Wealth Management? – Titanbay, SimCorp

The latest moves, appointments and personnel changes among wealth management and related...

Comment & Analysis results for Archive

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...

Legal
21 February 2022

The "ZXC" UK Court Decision Vs Bloomberg – What It Means For HNW Individuals

The UK Supreme Court has addressed a case regarding Bloomberg News publishing a highly confidential...

Alt Investments
21 February 2022

"Dry Powder" And "Democratisation" – Trends In Private Market Investing

This publication talks to Broadridge, the financial technology firm, about trends in the private...

Investment Strategies
2 February 2022

How Barclays Private Bank Is Positioning Its Portfolios

We talk to the UK-based private bank to ask about its asset allocation stance, its expectations for...

Strategy
31 January 2022

Rebuilding Trust, Respect For Financial Services

Advisors have had to completely change how they engage with clients over the past two years because...

Investment Strategies
19 January 2022

Investors Should Lean In To India's Opportunities – Matthews Asia

India can provide investors with a high-growth allocation in their portfolios particularly at a...

Strategy
18 January 2022

Book Review: How People Become Famous, By Rainer Zitelmann

Assuming a person wants to become famous (leaving aside the downsides of this), what steps should...