News, Comment & Analysis results for Archive

New Office
5 June 2025

Lazard Expands London Operations

This week, Lazard, a financial advisory and asset management firm, has opened its new, enlarged...

Legal
4 June 2025

Malaysia's 1MDB Wins Major Singapore Court Ruling Vs BSI Bank Ltd

The ripple effects of a major Asian scandal involving money laundering and siphoning money from...

Investment Strategies
4 June 2025

Orbis Smiles On UK, Japan, Emerging Market Equities

Alec Cutler, portfolio manager of the Orbis Global Balanced Strategy, shares his insights on why he...

M and A
4 June 2025

Ocorian Expands US Footprint

The services provider, used by clients including HNW individuals, family offices and banks, has...

New Products
4 June 2025

BNP Paribas AM Targets Defence, Infrastructure

After Germany and the EU agreed to hike defence spending, amidst growing geopolitical tensions,...

People Moves
4 June 2025

Who’s Moving Where In Wealth Management? – Smart Wealth AM, Charles Russell Speechlys

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

People Moves
4 June 2025

Switzerland-Headquartered Partners Group Continues US Expansion

Partners Group is one of a number of private market investment firms that has become involved in...

Tax
4 June 2025

At Least 10 Per Cent Of UK Non-Doms Have Left – Report

More arguments are being made that whatever the presumed unfairness of the old system, the...

Investment Strategies
4 June 2025

EXCLUSIVE: Bonds Are Great, But Diversify – Barclays Private Bank

Michel Vernier, head of fixed income strategy at London-headquartered Barclays Private Bank,...

Surveys
3 June 2025

Wealth Transfer Top Priority For Advisors In 2025 – Schroders Survey

London-headquartered investment house Schroders launched its UK Financial Adviser Pulse Survey...

Comment & Analysis results for Archive

Compliance
23 March 2022

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...

Company Profiles
22 March 2022

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...

Strategy
18 March 2022

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...

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...