News, Comment & Analysis results for Archive

New Products
11 March 2025

What’s New In Investments, Funds? – Invesco, Syz Capital

The latest news in investment offers, financial products and other services relevant to wealth...

M and A
11 March 2025

Ludlow Trust Continues Trust Sector Acquisitions

Ludlow has already purchased trusts businesses from NatWest, Coutts, and C Hoare & Co. ...

M and A
11 March 2025

J Safra Sarasin Buys Majority Stake In Saxo

The transaction – subject to regulatory clearance – is valued at more than €1.6 billion or...

Family Business Insights
11 March 2025

Family Businesses Must Plan For NextGen

This article, which covers different aspects of family business transfer and succession, comes from...

Legal
11 March 2025

The Use Of Arbitration In Trusts Dispute – A Response

We value readers' reactions to our guest articles, and here is an example about the use of...

Alt Investments
10 March 2025

Hedge Fund Returns Slip In Volatile February – HFR

Some strategies – like fixed income – gained ground, while those such as macro and equity hedge...

Market Research
10 March 2025

Untapped Investment Opportunities In Narrowing The Gender Health Gap – Julius Baer

In the wake of International Women’s Day on 8 March, Swiss private bank Julius Baer has just...

Financial Results
10 March 2025

Wealth Management Boosts Schroders' Results

As well as posting healthy results for 2024, the firm has a "transformation plan" underway for...

Strategy
10 March 2025

The Future Of Switzerland’s EAMs

The Alpine state’s EAM sector has been through several changes, not least new regulations. The...

M and A
10 March 2025

AITi Tiedemann Makes Its First European Acquisition With German MFO

The wealth manager and multi-family office has bought its first European business, a German MFO...

Comment & Analysis results for Archive

Legal
19 November 2021

Spotting The Signs: Fraudulent Trustees Post-Pandemic

This guest piece examines what defines trustee mismanagement, such as making investments outside...

Legal
18 November 2021

Reviewing Lasting Powers Of Attorney Regime - Who Benefits?

This practitioner argues that granting LPAs is often flawed and inadequate, with a lengthy...

ESG
12 November 2021

Pricing Carbon: What Are The Options?

Putting a price on carbon emissions makes polluting energy sources expensive and provides an...

Family Office
11 November 2021

Borrowing Against Securities - What Family Offices Should Consider

What sort of issues should wealthy families consider in raising finance against assets such as...

Strategy
9 November 2021

Connecting With Younger HNW Clients - What Are Private Banks Doing?

We take a look at what a large European bank is doing to attract younger clients, as well as what...

Company Profiles
8 November 2021

A "Bank For Entrepreneurs" - Tying Wealth, Corporate Services Together At Deutsche

This publication recently caught up with Deutsche Bank's international private bank head at the...

Tax
8 November 2021

Women And Wealth: Minimising The Inheritance Tax Burden

This practitioner examines the knowledge gap between women and men where IHT is concerned; and what...

Alt Investments
28 October 2021

Shift To Perpetual Capital Widens Alternative Assets Access - Blackstone

The investment house, specialising for years in fields such as alternative assets, private equity,...

ESG
27 October 2021

Understanding Valuations Amid Rapid Energy Sector Change

Talk of "bubbles" and "greenwashing" has taken a bit of gloss off ESG investing for some, although...

Offshore
26 October 2021

Reflections On Pandemic's Impact On IFCs: View From The Cayman Islands

As part of a set of articles looking at how offshore centres have tried to cope with the pandemic...