News, Comment & Analysis results for Archive

Company Profiles
25 April 2024

Rapid Ascent For Welrex – Thoughts On Business Models, Consumer Duty, And More

A new firm has already garnered awards, been ranked in wealthtech guides, and is talking about how...

Tax
24 April 2024

Inheritance Tax Receipts At Record High – Reactions

Wealth managers react to the the latest figures from HM Revenue and Customs (HMRC) and suggest ways...

Compliance
24 April 2024

UK's Serious Fraud Office Sets Out Strategy Amid Rising Tech Threats, Challenges

The UK public agency involved in the fight against corruption, fraud and bribery has been through a...

Statistics
24 April 2024

Hedge Fund Capital Hits $4.3 Trillion; Crypto Strategies Skyrocket

Hedge funds' performance can wax and wane, and fees have slid from the 2 per cent management fee/20...

Technology
24 April 2024

Digital Digest: The Latest Tech News – Allfunds, Google Cloud

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

People Moves
24 April 2024

PGIM Launches On-The-Ground Middle East Presence

The appointment of a Middle East head at the US business is subject to regulatory clearance. ...

Alt Investments
24 April 2024

Private Markets Outperform Public Peers – Hamilton Lane

New co-CEO Juan Delgado of Hamilton Lane, a US private markets investment management firm with...

People Moves
23 April 2024

Julius Baer's Thailand JV Names New Chief Executive

Formed in 2018, the joint venture between the Thai and Swiss banks is an example of the kind of...

Surveys
23 April 2024

Children Expected To Be Worse Off In Future – Arbuthnot Latham

Research has just been released as part of the private and commercial bank Arbuthnot Latham’s...

People Moves
23 April 2024

Jersey Finance Names New Global Head Of Market Development

The new hire has spent many years in Asia and has worked extensively across a wide range of...

Comment & Analysis results for Archive