News, Comment & Analysis results for Archive
EFG International Posts Record Profits In H1 2024
EFG International has just released its half-year financial results for the first six months of...
Who’s Moving Where In Wealth Management? – 7IM, S64
The latest moves, appointments and personnel changes among wealth management and related...
European Compliance Watchdog Gives Jersey High Marks
MONEYVAL, a permanent monitoring body of the Council of Europe, which carries out assessments and...
Higher, More Complex Wealth Fuels Demand For More Financial Relationships – Capgemini
Following the publication of its recent World Wealth Report, Capgemini talks to this publication...
Digital Digest: The Latest Tech News – Iress, PlannerPal
The latest technology news in the wealth management sector from around the world. ...
Deutsche's Private Bank Net Revenue Dips
The German banking powerhouse reported broadly stronger results for the private banking side of its...
BNP Paribas' Wealth Arm Logs Net Asset Inflows; Group Net Income Rises
The Paris-listed banking group became one of the first major European lenders to report...
Singapore Passports Are Number 1 For Visa-Free Travel Status; US Drops
An index looking at the relative visa-free potency of passports puts the Asian city-state of...
Rothschild’s UK Wealth Management Arm Names New Deputy CEO
Rothschild & Co’s UK Wealth Management business makes senior hire to meet growing demand from...
Hedge Fund Capital Continues To Rise; Sector Surfs Geopolitical Waves
Strategies such as those in the macro field – where funds try and ride big trends in economics,...
Comment & Analysis results for Archive
Executive Pay Watch: 10 Years' Change To Private Equity Carried Interest Plans
A major factor in some parts of the remuneration chessboard has been the performance fees private...
Proposed Rises In English, Welsh Probate Fees - An Overview
If proposed new fees for probate services take effect, there will be pressure to deal with big...
Ageing Populations Aren't Sure Bet For Healthcare Investors
Too much focus on the ageing theme disregards stronger and even more powerful structural trends...
New Wealth House Serving US Expats Explains Investment Angle
UK-based Shard Capital created a new service a year ago for US expats. The business has a very...
A Heavyweight Regional Presence Counts For Coutts
We talked to the CEO of Coutts about how its regional strategy and relationship with its parent...
Blank Cheque Companies Retain Momentum, Europe, UK Increasingly Active
IQ-EQ, the investor services group, has a ringside seat for observing trends in the SPACs space....
The Problem With Death And Taxes - Analysing A Recent Case
In succession planning, those involved in arrangements need to take into account unforseen events...
Singapore's Proposed VCC Changes - What Wealth Managers Need To Know
The variable capital company regime in Singapore was launched originally at the start of 2020. Now...
All Aboard The Regional Wealth Train: More UK Perspectives
We continue our coverage of wealth management firms’ UK regional strategies. For this article, we...
Inflation Pressures Rise, But Not Great Cause For Concern - J Stern & Co
We talk to an investment firm set up to manage the wealth of a 200-year-old European family, and...