News, Comment & Analysis results for Archive
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...
Who’s Moving Where In Wealth Management? – Carmignac, Collyer Bristow, Others
The latest moves, appointments and personnel changes among wealth management and related...
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...
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...
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...
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 Corner: FINMA Frets Over Outsourcing AI
The latest compliance news: regulatory developments, punishments, guidance, permissions and new...
"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...
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...
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
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...
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...
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...
Cazenove Capital Eyes Strong Donor Advised Fund Demand
Donor-advised funds are a turn-key solution for rapidly building a philanthropic toolkit and...
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...
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...