News, Comment & Analysis results for Archive
Private Bank Net Revenues Unchanged At Deutsche; Group Profits Rise
Germany's largest bank reported that its assets under management rose during the quarter, aided by...
OPINION OF THE WEEK: HSBC's Restructure Highlights Regional Differences
A number of thoughts are prompted by the restructuring announcement of UK/Hong Kong-listed HSBC...
Lloyds Profits Down In 2024, But Above Expectations
The Lloyds Banking Group has released its financial results this week for the third quarter of...
Non-Dom Abolition To Cost UK £6.5 Billion Over Next Decade – Think Tank
Basing its maths on how other countries fared when HNW foreigners were brought under heavier tax...
The End Of UK Non-Dom Regime – What To Expect
This article sets out the fine details of what the end of the non-dom system in the UK entails, the...
What’s New In Investment, Funds? – Franklin Templeton
The latest news in investment offerings, financial products and other services relative to wealth...
Standard Chartered Freshens Up Global Indian Proposition
The bank says the refresh of this channel involves it making greater use of international wealth...
Terminally Ill Adults (End of Life) Bill: What Might We Expect?
The author of this article says that the balance of presenting an individual’s right to seek to...
Inheritance Tax, CGT Receipts Rise Ahead Of UK Budget – Wealth Managers React
Wealth managers react to the latest figures from HM Revenue and Customs – showing another rise in...
Drawn-Out KYC Is Costing Banks New Clients; Singapore Particularly Hit – Fenergo
Not for the first time, the need to balance efficiency and a positive client experience with the...
Comment & Analysis results for Archive
How Jersey Came Through COVID-19 And What's Next
We talk to Jersey Finance on how the island has coped with the pandemic, the impact on its status...
Tax Transparency For Financial Institutions: A Cost Or An Opportunity?
The drive for more "transparency" in areas such as tax, information exchange and beneficial...
Book Review: The Family Office, By William Woodson and Edward Marshall
A new book exploring the details and challenges faced in creating and managing a family office was...
Single-Family Offices - What Do They Own?
The author of this piece, who has access to a comprehensive database of what SFOs invest in, points...
Cultural Shifts Driving Alternative Lending Growth
More investors are tuning into direct lending and leasing strategies as a way of gaining steady...
Gulf Jurisdictions Flex VC Muscles, Attract Wealth Inflows
We talk to Apex Fund Services in the Gulf region about what trends it sees playing out in...
Art's Courtship With Non-Fungible Tokens: The Legal Territory
Art is subjective, designed to test boundaries and spark conversations, and NFTs have undeniably...
Making Offices Hygienic - How Pandemic Affects Business
Some financial sector firms want staff back in the office, some are moving to a hybrid model and in...
Towards Optimal AI-based Wealth Management - Study
This article explores the various ways that AI technology is changing the face of wealth management...
Offshore Centres Look Back, Forward In Uncertain Times
We talk to industry figures in various IFCs in Europe to ask how international pressures and the...