News, Comment & Analysis results for CISI
Don’t Blame Venture Capitalists For SVB's Collapse
Better decision-making processes, not railing against venture capitalists, are some of the lessons...
Credit Suisse Takes "Decisive Action" To Bolster Liquidity; Shares Surge
Shares in the bank fell sharply yesterday but bounced after authorities said they were backing the...
Should UK Corporation Tax Rate Rise Be Postponed?
In March tax is often top of the policymaking and individual agenda as filing deadlines and budget...
Most Wealthy Britons Don't Discuss Wills With Their Family – Report
Despite the high numbers of wealthy Britons who have not spoken about their inheritance provisions,...
RBC Wealth Management To Leave Guernsey
Explaining its "difficult" decision, the Canada-based group said activities in the island will be...
Nomura Expands Wealth Management Footprint To Middle East
The decision by the international group to set up in the Gulf highlights how important this region...
Liability Of Trustees When There’s An Economic Crisis – Whom To Trust?
Given the current volatility of a whole spectrum of investments, it seems inevitable that trustees...
UK Fines Julius Baer £18 Million
The watchdog also banned three former senior figures who had handled clients from Russia and...
Who's Moving Where In Wealth Management? – Evelyn Partners, Decisive, Others
The latest moves and appointments for wealth management roles in the UK, other parts of Europe, the...
Stonehage Fleming Manager Explains Japan Equity Play
An investment figure at the UK-based multi-family office talks about a recent specific stock market...
Comment & Analysis results for CISI
Single Family Offices Look to Alternatives
Merrill Lynch and Campden’s recent European Single Family Office Survey 2008, Preserving Family...
Win by Focusing on Educating the Children of the Wealthy
Private banks assisting in the financial know how of their clients’ offspring to prepare them for...
New Developments in HNW Structured Notes
The market for structured notes targeted to high net worth investors and private banks has seen a...
SEC Concedes Defeat on Hedge Fund Registration Rule: Should Managers Now Deregister?
US regulator, the SEC announced in August that it would not appeal the June court decision...
Crumbs of Comfort? The Decisions in the Miller and McFarlane Cases
Last week the Law Lords heralded a new approach for the fair division of assets on divorce in the...
Wealthy Break Silence on Private Decisions Over Succession
“The Succession Project” was commissioned by Saffery Champness to confirm our understanding of...
Affluent women begin to make their mark felt
Both the ranks of affluent women and those among that number who are responsible for financial...
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