News, Comment & Analysis results for Archive
School Fees VAT Increase – New Challenge For HNW Separated Parents
The UK government's imposition of VAT on private school fees will worsen existing tensions and...
LLB Group Profits Up In 2024
Liechtensteinische Landesbank (LLB) Group, a private bank in the Principality of Liechtenstein, has...
Younger Generations Embracing Investing – HSBC
HSBC has just published its “Affluent Investor Snapshot 2024,” which looks at how younger...
Compelling Reasons For Still Holding Global Tech Stocks – UBS
There are plenty of reasons to believe that technology stocks can continue to make progress, the...
UBS Underlying Pre-Tax Profit Jumps, Says Building Strong Momentum
Although the integration of the acquired Credit Suisse business continues, UBS said it is on track...
UK Inheritance Tax Receipts Rise – Wealth Managers Fear Further Squeeze
Wealth managers react to the latest figures from HM Revenue and Customs, showing another rise on...
Julius Baer Names New Chief Executive
As the Zurich-listed bank seeks to move on from recent adverse financial results, it has named the...
Investors Should Consider Geopolitical Hedges While Cost Is Low – Pictet
While the cost is still relatively cheap, investors ought to think of hedging their portfolios...
Utmost Group Agrees To Buy Lombard International Assurance
Amongst its activities, Lombard is a player in what is called private placement life insurance...
LLB Group Agrees To Buy Austrian Bank
The Liechtenstein-headquartered group has operated its Vienna branch since 2009. The deal...
Comment & Analysis results for Archive
Proteomics: A New Frontier In Innovative Health Investing
A UK-based investment boutique, which puts innovation at the heart of how it chooses stocks, talks...
The Bahamas: A Complete And Compelling Choice – Part 1
The document has been put together by the Caribbean jurisdiction's financial services sector...
The Good, The Difficult And The Stable – What Headhunters See Around The World
We talk to wealth management headhunters in North America, Europe, Middle East and Asia about what...
As HNW Individuals Seek Options, An Adriatic Resort Prepares
Luxury resorts based in low-tax jurisdictions have been around for decades; given the winds of...
Riding The Infrastructure Train Is Positive Journey For UK Advisor
We talk to the manager of a listed infrastructure fund about the asset class, its potential and a...
An Expert Sparring Partner For Wealthy Investors In Alternatives
A Germany-headquartered multi-family office, which won a capital market licence earlier this year,...
Swiss Bank Consolidation Chatter Shows How Scale Dominates Thinking
Regardless of the truth of specific rumours and media stories, the idea that more Swiss banks might...
Exclusive: FIS Focuses On AI’s Wealth Management Role
Russell Andrews, head of wealth and asset management EMEA, capital markets at Florida-headquartered...
EXCLUSIVE: Spotlight On Regenerative Agriculture, Forestry – SLM Partners
Paul McMahon, a co-founder and managing partner of asset manager SLM Partners, discusses why there...
How Citizenship/Residency-By Investment Programmes Evolved - And What's Next
A marker for globalisation and the degree of unfettered movement that people enjoy, the market for...