News results for Archive

Client Affairs
17 August 2022

Nuveen Targets Switzerland

The latest moves and appointments in Europe at global investment manager Nuveen. ...

People Moves
17 August 2022

UK's Personal Finance Society Appoints Interim CEO

The latest moves and appointments at the UK professional body for financial advisors. ...

People Moves
17 August 2022

Who's Moving Where In Wealth Management? – Standard Chartered Bank

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

Client Affairs
17 August 2022

HIGHLIGHTS OF 2022 SO FAR: Banker Becomes Soldier In Ukraine's Frontline

We repeat this feature article about a banker and venture capitalist in Ukraine who had, like his...

People Moves
16 August 2022

Mercer Adds To Research Expertise

Both men already work at the consultancy, and form part of Mercer Wealth's team of investment...

People Moves
16 August 2022

Who's Moving Where In Wealth Management? – C.Hoare & Co.

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

Alt Investments
16 August 2022

Will Private Markets Overtake Public Markets?

There has been a rising trend of wealth managers focusing on private market investments, capturing...

Statistics
15 August 2022

UK Economy Contracts In 2Q 2022 – Reactions

After new figures published on Friday show that the UK economy contracted less than expected by...

People Moves
15 August 2022

Who's Moving Where In Wealth Management? – Ocorian, Evelyn Partners

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

Tax
15 August 2022

UK Taxpayers Eye IHT Refunds As Tax Bites – Boodle Hatfield

Private wealth law firm Boodle Hatfield has released new figures, showing that recent stock market...

Comment & Analysis results for Archive

Client Affairs
2 October 2020

WEALTH TALK: Private Client Series With Kobre & Kim - A Focus On Hong Kong

This news service hosts a video produced by international law firm, Kobre & Kim. The focus here is...

Family Office
21 September 2020

Single Family Office Snapshots: Latest SFO Highlights

This publication is starting a new series, regularly examining the activities of single family...

M and A
18 September 2020

WEALTH TALK: Focus On Possible Bank Mega-Merger

It may be a speculative story at this stage, but a recent report, quoting unnamed sources, saying...

Wealth Strategies
17 September 2020

Tesla And The Widow-Maker Trade

The author of this commentary, who has penned a number of articles for this news service, examines...

Client Affairs
15 September 2020

WEALTH TALK: A New Private Client Video Series With Kobre & Kim

This is the start of a new video series by this news service in partnership with international law...

Trust Estate
14 September 2020

Will The Pandemic Cause More Contested Will And Estate Cases?

The author of this piece, a partner at law firm Stevens & Bolton, asks what the virus and...

Client Affairs
11 September 2020

Footballer's Lives: Managing Their Money, Expectations

A former Manchester United footballer who has become a financial advisor talks to this news service...

Wealth Strategies
7 September 2020

Warren Buffett's Japan Bet: There's More To Come

A large investment firm based in Japan considers Warren Buffett's recent decision to build stakes...

Surveys
4 September 2020

Family-Owned Businesses Withstand COVID Assaults

Credit Suisse Research Institute has published its latest findings on the resilience of...

Trust Estate
1 September 2020

Should Trustees Be Worried About Global Warming?

What should those who hold and run trusts think about climate change and the consequences that are...