News, Comment & Analysis results for Archive

People Moves
10 May 2024

Who’s Moving Where In Wealth Management? – Zenzic Capital

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

Wealth Strategies
10 May 2024

WEALTHTALK: Hunting For Value In US Equities

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Strategy
10 May 2024

Evelyn Partners Teams Up With Alfred Dunhill Padel Classic

The event will take place at London’s Hurlingham Club. ...

Wealth Strategies
10 May 2024

Postcard From Omaha: Buffett’s Sage Advice To CIOs

The views of the renowned investor are often cited and listened to. The author of this article...

Technology
10 May 2024

Strong Tech Results Highlight AI Investment Case

After Microsoft, Alphabet, Meta and Amazon reported increases in capital expenditure, with most of...

Compliance
10 May 2024

Compliance Corner: Vistra, Ireland

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

People Moves
9 May 2024

VP Bank Chief Executive Stands Down; Search For Successor Begins

Teh firm said it is now searching for a full-time replacement, and has named an interim CEO. VP...

People Moves
9 May 2024

Julius Baer International Adds To Team

The firm has named a head of cross-asset markets, UK, and added three senior figures as RMs, based...

Real Estate
9 May 2024

New Private Office For "Ultra-Prime" Real Estate Is Launched

The organisation says that part of its value proposition is tapping into an international network...

Uncategorised
9 May 2024

Who’s Moving Where In Wealth Management? – Isio, Apex Group, Arbuthnot Latham

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

Comment & Analysis results for Archive

Fund Management
19 October 2023

Focus On Ireland As A Growing Financial Hub

Michael D’Arcy, former Irish minister of state at the department of finance, discusses the...

White Papers
13 October 2023

Research: Tech & Ops Wealth Trends In Wealth Management 2023

The 26-page report examines the issues and concerns affecting the shape of technology and...

Tax
9 October 2023

Sparing No One: Cross-Border Taxation of Globally Mobile Individuals – Part 2

This article continues to examine – via the circumstances of Prince Harry and Meghan, the...

Tax
6 October 2023

Sparing No One: Cross-Border Taxation of Globally Mobile Individuals - Part 1

This is the first of a highly detailed examination of cross-border tax issues for individuals...

Alt Investments
4 October 2023

How Hedge Fund Investors Keep Composed In Volatile World

This news service talks to Sussex Partners, a UK-based business that advises institutions about...

Family Office
28 September 2023

Family Offices Aren't Shunning Risk, But Getting Smarter – Citi Private Bank

After its survey emerged a few weeks ago, Citi Private Bank spoke again to this news service about...

White Papers
21 September 2023

Winning Women In MENA: How Wealth Managers Can Help Further Female Empowerment

A new report from this news service, in partnership with First Abu Dhabi bank, explores what HNW...

Strategy
15 September 2023

Learning From The UK "De-Banking" Furore – A Modern Bank's Perspective

A new financial services firm that calls itself a "Coutts-Revolut" hybrid reflects on the recent...

Legal
31 August 2023

Learning The Legal Lessons From “Succession”

In this detailed analysis of legal questions generated by the HBO television drama, law firm Squire...

Wealth Strategies
30 August 2023

Taking A "Floating" Approach As Rates Rise

This news service talks to US-based New Mountain Capital about the benefits of holding...