News, Comment & Analysis results for Archive

Tax
7 May 2025

End Of UK's Non-Dom Regime Could Erase Billions In Revenues – CEBR Study

The report, and the various scenarios it sets out, illustrates how debate about the wisdom of...

People Moves
7 May 2025

Who’s Moving Where In Wealth Management? – Carmignac, Collyer Bristow, Others

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

People Moves
7 May 2025

BNP Paribas Names New Germany Wealth Head

The appointment is part of the Paris-listed bank's policy of building out its German private bank...

People Moves
7 May 2025

Klay Singapore Names Ex-Deutsche Figure For COO Role

The newly-appointed figure at Klay in Singapore has served in roles at Deutsche Bank, Standard...

People Moves
7 May 2025

UK-Based Fasanara Capital Pushes Further Into Middle East With Senior Hire

Among its activities, the firm works with fintechs and platforms which originate loans and...

Legal
6 May 2025

Credit Suisse Services To Pay $511 Million, Resolve Legacy US Cross-Border Issue

The announcement of an agreement with the US authorities yesterday was made by UBS, which bought...

Compliance
6 May 2025

Compliance Corner: FINMA Frets Over Outsourcing AI

The latest compliance news: regulatory developments, punishments, guidance, permissions and new...

People Moves
6 May 2025

"Life Planning" Thought Leader Swaps Massachusetts For UK

George Kinder is a prominent figure in what he calls the Life Planning approach that extends the...

People Moves
6 May 2025

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

The latest senior appointments in the UK, the rest of Europe, the Middle East and select...

People Moves
6 May 2025

HSBC Begins Hunt For New Chair

The Hong Kong/UK-listed bank has announced that its current chairman is stepping down at the end of...

Comment & Analysis results for Archive

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...

ESG
14 January 2022

Wealth Industry's Force For Environmental Good Accelerates

We talk to an investment firm at the cutting edge of putting money to work in businesses that cut...

Philanthropy
13 January 2022

Cazenove Capital Eyes Strong Donor Advised Fund Demand

Donor-advised funds are a turn-key solution for rapidly building a philanthropic toolkit and...

Legal
6 January 2022

Tying Up A Deceased's Online Presence, What's At Stake

As online criminals become more sophisticated, it is critical that executors know how to wrap up a...

Strategy
30 November -0001

Banca del Gottardo: the Swiss bank with an Italian face

Founded in 1957 in Lugano Banca del Gottardo was once one of the first stops over the border for...