News, Comment & Analysis results for Archive

Compliance
26 November 2024

Compliance Corner: FCA Fines Barclays £40 Million Over 2008 Qatari Capital

Barclays said that it wanted to "draw a line" under the issues and did not want to contest the...

Awards
26 November 2024

Nominations Open For Fourth Annual WealthBriefing Wealth For Good Awards 2025

The awards – now in their fourth year – are part of a global programme organised by the...

Investment Strategies
25 November 2024

Look Beyond Recent Winners For Return Opportunities – Schroders

Schroders chief investment officer (CIO), Johanna Kyrklund, and Nils Rode, CIO for private markets...

Tax
25 November 2024

Wealth Managers React To Rise In IHT Receipts

Wealth managers react to the latest figures from HM Revenue and Customs – showing another rise in...

Surveys
25 November 2024

UK Budget Enhances Need For Retirement Income Advice – BNY Investments

New research from BNY Investments and NextWealth – entitled “Retirement advice in the UK: time...

People Moves
25 November 2024

Pictet Hires From Rival For New Asia-Focused Desk In Zurich

The clients being targeted are those in Asia who, for reasons of geopolitical stability and...

Company Profiles
25 November 2024

An Expanding Horizon For Lighthouse Canton

With its Singapore HQ, onshore India business, a planned office in London and business presence in...

Surveys
25 November 2024

Younger Generation Turn To Social Media To Plan Careers – St James's Place

New research by St James’s Place Financial Adviser Academy and hiring platform Indeed looks at...

Investment Strategies
25 November 2024

UBS GWM Smiles On US Equities, AI In 2025

The chief investment office at Zurich-headquartered UBS Global Wealth Management looks at key...

Financial Results
22 November 2024

Julius Baer's 10-Month AuM Rises; New CEO Confirmed

The Swiss lender, which has confirmed the arrival of a new CEO next year, has reported its latest...

Comment & Analysis results for Archive

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...

Tax
26 October 2021

Undisclosed Digital Assets? - Decision Time Is Now

Anyone who bought into the idea that cryptocurrencies - aka digital assets - such as bitcoin cannot...

Offshore
25 October 2021

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...

Compliance
25 October 2021

Tax Transparency For Financial Institutions: A Cost Or An Opportunity?

The drive for more "transparency" in areas such as tax, information exchange and beneficial...

Family Office
19 October 2021

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...

Family Office
19 October 2021

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...

Asset Management
14 October 2021

Cultural Shifts Driving Alternative Lending Growth

More investors are tuning into direct lending and leasing strategies as a way of gaining steady...

Offshore
12 October 2021

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
7 October 2021

Art's Courtship With Non-Fungible Tokens: The Legal Territory

Art is subjective, designed to test boundaries and spark conversations, and NFTs have undeniably...

Real Estate
6 October 2021

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...