News, Comment & Analysis results for Archive

People Moves
4 September 2025

Wealth Boutique Appoints Ex-UBS Figure

The former UBS figure is joining Klay – a firm which provides wealth management, multi-family...

ESG
3 September 2025

Lombard International Investment Managers Targets More Sustainability Firepower

The move, if the deal is finally agreed and approved, will bolster LOIM's sustainable investment...

Surveys
3 September 2025

UK Investors Wary Of AI-Driven Advice; See Simple Tasks Potential – Survey

Research from Unbiased, a UK AI-enabled financial advice platform, shows that investors still...

People Moves
3 September 2025

Who’s Moving Where In Wealth Management? – Carne Group, RBC BlueBay AM

The latest moves and appointments for wealth management roles in the UK, other parts of Europe, the...

Surveys
3 September 2025

UK Financial Institutions Plan More AI investment – Lloyds Bank

UK-based Lloyds Bank has released artificial intelligence-focused findings from its annual...

M and A
3 September 2025

Stonehage Fleming, Stanhope Capital Under New Ownership

In one of the largest multi-family office transactions in recent times, the deal will see...

Alt Investments
3 September 2025

What’s New In Investments, Funds? – Aberdeen, Titanbay

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

Tax
3 September 2025

Clients Seek UK Inheritance Tax Solutions As Burdens Mount – Rathbones

With financial planners at UK wealth manager Rathbones reporting a surge in client queries about...

Investment Strategies
3 September 2025

Wealth Managers Cautious As US Tariffs Hit India

After US President Donald Trump's higher-than-expected 50 per cent tariffs kicked in...

Strategy
2 September 2025

Rothschild & Co Forms Gulf Region Referral Pact With Liechtenstein's LLB

The announcement, from the European private banking house that it is teaming up with...

Comment & Analysis results for Archive