News, Comment & Analysis results for Archive

Legal
29 August 2024

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...

Financial Results
28 August 2024

LLB Group Profits Up In 2024

Liechtensteinische Landesbank (LLB) Group, a private bank in the Principality of Liechtenstein, has...

Surveys
23 August 2024

Younger Generations Embracing Investing – HSBC

HSBC has just published its “Affluent Investor Snapshot 2024,” which looks at how younger...

Investment Strategies
21 August 2024

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...

Financial Results
14 August 2024

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...

Tax
2 August 2024

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...

People Moves
23 July 2024

Julius Baer Names New Chief Executive

As the Zurich-listed bank seeks to move on from recent adverse financial results, it has named the...

Wealth Strategies
9 July 2024

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...

M and A
5 July 2024

Utmost Group Agrees To Buy Lombard International Assurance

Amongst its activities, Lombard is a player in what is called private placement life insurance...

M and A
3 July 2024

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

Wealth Strategies
1 July 2024

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...

Offshore
1 July 2024

The Bahamas: A Complete And Compelling Choice – Part 1

The document has been put together by the Caribbean jurisdiction's financial services sector...

Strategy
26 June 2024

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...

Real Estate
26 June 2024

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...

Alt Investments
12 June 2024

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...

Alt Investments
4 June 2024

An Expert Sparring Partner For Wealthy Investors In Alternatives

A Germany-headquartered multi-family office, which won a capital market licence earlier this year,...

M and A
29 May 2024

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...

Technology
14 May 2024

Exclusive: FIS Focuses On AI’s Wealth Management Role

Russell Andrews, head of wealth and asset management EMEA, capital markets at Florida-headquartered...

ESG
9 May 2024

EXCLUSIVE: Spotlight On Regenerative Agriculture, Forestry – SLM Partners

Paul McMahon, a co-founder and managing partner of asset manager SLM Partners, discusses why there...

Offshore
17 April 2024

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...