News, Comment & Analysis results for Archive

Real Estate
23 May 2024

The World's Wealthy Willing To Spend $4.5 Billion On Dubai Property – Knight Frank

The report comes at a time when Dubai is continuing to push its credentials as a wealth management,...

People Moves
23 May 2024

Hampden & Co Names New CEO

The new CEO will replace Graeme Hartop who is retiring after 11 years in the role. ...

Client Affairs
23 May 2024

UK Inflation Drops By Less Than Expected To 2.3 Per Cent – Wealth Managers React

After UK annual headline inflation came in close to its 2 per cent target in April, but still...

People Moves
23 May 2024

Who’s Moving Where In Wealth Management? – McInroy & Wood, Hosking Partners

The latest moves and appointments in wealth management in the UK, the rest of Europe, the Middle...

M and A
23 May 2024

Deals Of The Day: The Latest In Wealth Management M&A – Nucleus, Third Financial

The latest mergers, acquisitions and other corporate actions in the wealth management sector. ...

Wealth Strategies
23 May 2024

Family Offices Hiked Fixed Income Exposure, Stay Keen On North America

Swiss private bank UBS has just published its Global Family Office Report 2024, with insights from...

ESG
22 May 2024

WEALTHTALK – The Value, Impact Of Shareholder Advocacy

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Strategy
22 May 2024

JP Morgan's Dimon Signals Looming Departure – Media 

The CEO – holding the spot since 2006 – has talked about his own final stages of a career that...

New Products
22 May 2024

What’s New In Investments, Funds? – Allspring Global Investments

The latest news in investment offerings, financial products and other services relative to wealth...

People Moves
22 May 2024

Who's Moving Where In Wealth Management? – Evelyn Partners, Zenzic

The latest senior moves, appointments and personnel changes for the UK, rest of Europe, and select...

Comment & Analysis results for Archive

Company Profiles
13 July 2021

UK Regional Strategy Is Long-Term Commitment, Big Deal For UBS

We are looking at a number of international banks' and local UK firms' approaches to the UK...

Investment Strategies
13 July 2021

The Rise Of Digital Health And Genomics In Europe

Terms such as genomics, telemedicine and healthtech are increasingly parts of the investment...

Investment Strategies
30 June 2021

Investment View: Concentrated In Hunt For Alpha - Blue Ocean

This news service spoke to a UK-based firm, Blue Ocean Investment Partners, which believes that...

Tax
25 June 2021

Do The Super-Rich Really Only Pay A 3.4 Per Cent Tax Rate?

The group called ProPublica recently claimed that data on America's 25 richest people showed that...

Fund Management
24 June 2021

Helping Professional Fund Investors Build A Proven Track Record

This publication recently interviewed SharingAlpha, a business that takes the ranking of funds and...

Tax
24 June 2021

Scientist's Tax Offset Delivers Cultural, Family Value

Sometimes objects and their owners have earned a special place in our history and national life....

Legal
22 June 2021

Divorce And CGT - Tax At A Taxing Time

Divorce can be painful for all kinds of reasons. An added source of difficulty in reaching...

Legal
21 June 2021

How To Hire Wealth Managers, Mitigate Restrictive Covenant Impact

How should wealth management firms hire wealth managers (often known as “CRMs”, client...

Technology
18 June 2021

Who Said The Sky's The Limit?

The space environment is no longer the sole preserve of government agencies. Today, it is private...

Offshore
18 June 2021

Jersey Keeps Edge Through Tight Compliance - Commentary

The author of this piece says that Jersey's moves over the years to weed out dirty money have...