News, Comment & Analysis results for Archive
Drivers Of Family Offices' Wealth Evolve; Investments Shift To Europe, Asia – FINTRX
A barometer on the scale and scope of the world's family offices sector shows that the liquidity...
Berne Financial Services Agreement A Template For Other Pacts – SBA Interview
As financial sector professionals in Switzerland and the UK continue to digest the impact of an...
UBS Secures Clearance To Become Nationally Chartered US Bank
The step is a significant one for the Swiss group, which has been busy integrating the Credit...
Summary Of Executive Moves In Global Wealth Management – January 2026
A roundup of the moves, changes, appointments and personnel shifts in January around the world. ...
EFG International Shareholders Approve Dividend Raise, Re-Elections
The Swiss firm's AGM saw shareholders approve a dividend hike for 2025 and re-election of its board...
Inheritance, Capital Gains Tax Data Highlights Fiscal Squeeze In UK
Latest data about UK inheritance tax and capital gains taxes highlights the impact of "fiscal drag"...
Diversification From US Equities Continues – Natixis IM
In Paris last week, experts at Natixis Investment Managers Thought Leadership Summit, attended by...
EXCLUSIVE: Spotlight On Listed Infrastructure
Justin Lannen and Steven Kempler, portfolio managers of the Pacific Maple-Brown Abbott Global...
In Unsettled Times, US HNW Citizens Ponder Foreign Options
We talk to an advisor about the issues confronting those thinking of moving outside the US, or...
Edmond de Rothschild AuM Hit Record High In 2025
Geneva-based private banking group Edmond de Rothschild reported strong growth in 2025, driven by...
Comment & Analysis results for Archive
What Price Privacy? UK Drive For Foreign Owners' Transparency
The author of this article argues that regardless of how the geopolitical landscape changes in the...
EXCLUSIVE INTERVIEW: Banker Becomes Soldier In Ukraine's Frontline
There are plenty of former soldiers, aircrew and naval personnel who have joined the ranks of...
Recruiting, Retaining Female Wealth Managers – What’s Being Done?
As more women are becoming high net worth individuals, the business case for recruiting and keeping...
Summary Of Banks' Exposures To Russia, Local Presences
Here is what we know at the moment about banks' exposures to Russia in terms of loans and other...
Crypto Assets, Distributed Finance And Wealth Managers' Menus
Family offices, private banks and wealth managers are considering using the infrastructure of...
NFTs: A World Of Wealth Beyond Gotham City
While there is much buzz and confusion surrounding NFTs in the media, understanding the reality of...
As UK Raises Taxes, Where Do Venture Capital Trusts Fit In?
Investment vehicles that have certain tax advantages over time are more popular when certain...
The "ZXC" UK Court Decision Vs Bloomberg – What It Means For HNW Individuals
The UK Supreme Court has addressed a case regarding Bloomberg News publishing a highly confidential...
"Dry Powder" And "Democratisation" – Trends In Private Market Investing
This publication talks to Broadridge, the financial technology firm, about trends in the private...
How Barclays Private Bank Is Positioning Its Portfolios
We talk to the UK-based private bank to ask about its asset allocation stance, its expectations for...