News, Comment & Analysis results for Archive

Financial Results
25 July 2024

EFG International Posts Record Profits In H1 2024

EFG International has just released its half-year financial results for the first six months of...

People Moves
25 July 2024

Who’s Moving Where In Wealth Management? – 7IM, S64

The latest moves, appointments and personnel changes among wealth management and related...

Compliance
25 July 2024

European Compliance Watchdog Gives Jersey High Marks

MONEYVAL, a permanent monitoring body of the Council of Europe, which carries out assessments and...

WM Market Reports
25 July 2024

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...

Technology
25 July 2024

Digital Digest: The Latest Tech News – Iress, PlannerPal

The latest technology news in the wealth management sector from around the world. ...

Financial Results
24 July 2024

Deutsche's Private Bank Net Revenue Dips

The German banking powerhouse reported broadly stronger results for the private banking side of its...

Financial Results
24 July 2024

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...

Statistics
24 July 2024

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...

People Moves
24 July 2024

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...

Alt Investments
24 July 2024

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
28 September 2021

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...

Legal
17 September 2021

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...

Wealth Strategies
17 September 2021

Ageing Populations Aren't Sure Bet For Healthcare Investors

Too much focus on the ageing theme disregards stronger and even more powerful structural trends...

Offshore
13 September 2021

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...

Strategy
31 August 2021

A Heavyweight Regional Presence Counts For Coutts

We talked to the CEO of Coutts about how its regional strategy and relationship with its parent...

Alt Investments
25 August 2021

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....

Trust Estate
24 August 2021

The Problem With Death And Taxes - Analysing A Recent Case

In succession planning, those involved in arrangements need to take into account unforseen events...

Family Office
23 August 2021

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...

Strategy
27 July 2021

All Aboard The Regional Wealth Train: More UK Perspectives

We continue our coverage of wealth management firms’ UK regional strategies. For this article, we...

Investment Strategies
26 July 2021

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...