News, Comment & Analysis results for Archive

M and A
8 May 2025

Deals Of The Day: The Latest In Wealth Management M&A – ZEDRA, Quilter Cheviot Europe, Vistra

The latest mergers, acquisitions and other corporate actions in the wealth management sector. ...

Investment Strategies
8 May 2025

PineBridge Tilts To Emerging Markets, Europe

After the US imposed sweeping tariffs on imports, causing volatility across asset classes, US asset...

New Office
8 May 2025

Brown Advisory Boosts Middle East Presence

The firm’s announcement comes at a time when many firms have been enhancing their presence in...

Financial Results
8 May 2025

UOB Posts Positive Financial Results In 2025

Despite the disruptions of tariffs, the bank said it believes in ASEAN's resilience and long-term...

People Moves
8 May 2025

Who's Moving Where In Wealth Management – All In Place, JM Finn, Saxo UK, Others

The latest moves, appointments and personnel changes in wealth management for the UK, rest of...

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...

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...