News results for Archive

Strategy
18 December 2023

Strong Advisor Demand For Vulnerability Support – UK's Just Group

Just Group, a FTSE-listed specialist UK financial services company, has just released an update of...

Strategy
18 December 2023

Edmond De Rothschild AM Optimistic About Equities In 2024

Paris-based Edmond de Rothschild Asset Management has recently released its ‘Outlook and...

Alt Investments
18 December 2023

New York-Headquartered iCapital Enters Pact With IQ-EQ

iCapital has been part of a trend of new firms enabling private bank and wealth management clients...

Technology
18 December 2023

Digital Digest: The Latest Tech News – St James's Place

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

People Moves
15 December 2023

New CEOs Named At Natixis IM, Ostrum AM

Senior hires have been made at Natixis Investment Managers, part of the Global Financial Services...

New Products
15 December 2023

What’s New In Investments, Funds? – BNY Mellon IM

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

People Moves
15 December 2023

Who’s Moving Where In Wealth Management? – Invesco, Janus Henderson Investors

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

Strategy
15 December 2023

BoE Holds UK Rates Unchanged – Wealth Sector Reacts

After the Bank of England kept interest rates unchanged on Thursday, investment managers discuss...

Tax
15 December 2023

Don't Scrap Non-Doms – Reform System Instead - Withers

The shortcomings of the UK system require reform, not outright abolition, argues the law firm as it...

Compliance
15 December 2023

Compliance Corner: Fenergo, NIBC

The latest compliance news: regulatory developments, punishments, guidance, permissions, new...

Comment & Analysis results for Archive

WM Market Reports
7 October 2020

New Research: Co-Creation In Wealth Management 

This news service launches another in its research paper series in partnership with Finantix. ...

Uncategorised
2 October 2020

The Bahamas: The Clear Choice For International Financial Services

This publication has brought out a new edition of a report about The Bahamas, in partnership with...

Client Affairs
2 October 2020

WEALTH TALK: Private Client Series With Kobre & Kim - A Focus On Hong Kong

This news service hosts a video produced by international law firm, Kobre & Kim. The focus here is...

Family Office
21 September 2020

Single Family Office Snapshots: Latest SFO Highlights

This publication is starting a new series, regularly examining the activities of single family...

M and A
18 September 2020

WEALTH TALK: Focus On Possible Bank Mega-Merger

It may be a speculative story at this stage, but a recent report, quoting unnamed sources, saying...

Wealth Strategies
17 September 2020

Tesla And The Widow-Maker Trade

The author of this commentary, who has penned a number of articles for this news service, examines...

Client Affairs
15 September 2020

WEALTH TALK: A New Private Client Video Series With Kobre & Kim

This is the start of a new video series by this news service in partnership with international law...

Trust Estate
14 September 2020

Will The Pandemic Cause More Contested Will And Estate Cases?

The author of this piece, a partner at law firm Stevens & Bolton, asks what the virus and...

Client Affairs
11 September 2020

Footballer's Lives: Managing Their Money, Expectations

A former Manchester United footballer who has become a financial advisor talks to this news service...

Offshore
9 September 2020

Isle Of Man Looks Beyond Pandemic, Eyes "Insurtech" Sector

The Crown Dependency talks to this publication on how it is positioning itself in the current...