News results for Archive

Investment Strategies
17 May 2022

Why Behavioural Finance Needs Great Tech To Thrive

The field has been winning wealth management fans and generating plenty of noise. To make its...

Real Estate
17 May 2022

Tactics For Buyers In Hot Property Market

The property market in London, for example, remains strong – although difficult economic times...

Awards
16 May 2022

Nominations Open For MENA Awards Programme

The awards programme for the MENA region is now open to entrants' submission. ...

Compliance
16 May 2022

US Says "Straw Owner" Concealed Russians' Yachts – Report

Since the US, the European Union and other countries imposed sanctions on Russia following the...

People Moves
16 May 2022

UBS Makes Senior India Management Changes

The Swiss banking group has announced a number of high-level changes in its India business. ...

People Moves
16 May 2022

Who's Moving Where In Wealth Management? – Tilney Smith & Williamson

The latest senior moves and appointments in the UK, rest of Europe, Middle East and select...

New Products
16 May 2022

Compliance Corner – ID-Pal, UK Launch

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

Alt Investments
16 May 2022

VC Funds Amass Almost $500 Billion Of "Dry Powder" Since January

The economic headlines have not often been positive but enthusiasm for venture capital – at least...

Family Office
16 May 2022

New Study Offers Invaluable Operational Insights For UHNW Wealth Managers

This publication has launched its second study on efficiency in accounting and investment analysis...

Technology
16 May 2022

New Research: Outsourcing Intelligence For Financial Institutions

A new report from this publication and research partner FIS Platform Securities offers the findings...

Comment & Analysis results for Archive

Legal
6 December 2021

The Dangers Of Pension Offsetting In Divorce

The authors of this article argue that without proper advice, pension offsetting, rather than...

Strategy
1 December 2021

Editorial Analysis: Credit Suisse's Wealth Pivot

This news service looks back to the bank's Q3 results and strategy update. We look at the wealth...

Family Business Insights
26 November 2021

Dynasties And Drama: Family Business In Focus

The author of this article asks what questions can be learned from the dramas of family business...

Legal
19 November 2021

Spotting The Signs: Fraudulent Trustees Post-Pandemic

This guest piece examines what defines trustee mismanagement, such as making investments outside...

Legal
18 November 2021

Reviewing Lasting Powers Of Attorney Regime - Who Benefits?

This practitioner argues that granting LPAs is often flawed and inadequate, with a lengthy...

ESG
12 November 2021

Pricing Carbon: What Are The Options?

Putting a price on carbon emissions makes polluting energy sources expensive and provides an...

Family Office
11 November 2021

Borrowing Against Securities - What Family Offices Should Consider

What sort of issues should wealthy families consider in raising finance against assets such as...

Strategy
9 November 2021

Connecting With Younger HNW Clients - What Are Private Banks Doing?

We take a look at what a large European bank is doing to attract younger clients, as well as what...

Company Profiles
8 November 2021

A "Bank For Entrepreneurs" - Tying Wealth, Corporate Services Together At Deutsche

This publication recently caught up with Deutsche Bank's international private bank head at the...

Tax
8 November 2021

Women And Wealth: Minimising The Inheritance Tax Burden

This practitioner examines the knowledge gap between women and men where IHT is concerned; and what...