News, Comment & Analysis results for Archive

ESG
13 February 2024

The ESG Phenomenon: Barclays, Transition Finance

The latest developments in the ESG space. ...

People Moves
13 February 2024

JTC Names New Jersey Private Client Head

Jersey-headquartered JTC, a publicly listed, global professional services business with expertise...

People Moves
13 February 2024

Who’s Moving Where In Wealth Management? – Quantuma, Evelyn Partners, Eden Tree IM

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

Real Estate
13 February 2024

Playing UK Property Is Game Of Patience

Rises in UK interest rates during the past two years took the steam out of parts of a property...

People Moves
13 February 2024

Ogier Names New Middle East Director

A number of Asia-based banks and wealth management institutions have set up shop in the Gulf. ...

Statistics
13 February 2024

Using Private Client Investment Data As Reality Check

A point that often comes up in conversations with wealth managers is the importance of accurately...

Fund Management
12 February 2024

Wealth Sector Eyes New Swiss Qualified Investor Funds Regime

A new funds structure in Switzerland, open to qualified investors only, is designed to sharpen the...

Compliance
12 February 2024

Swiss Regulator Updates EAM, Trustee Licences Data

The Swiss EAM and trustees industry has gone through a major regulatory change in recent years....

People Moves
12 February 2024

JM Finn Names New Chief Operating Officer

The chief operating officer comes from RBC Brewin Dolphin. ...

Tax
12 February 2024

UK Tax – Investigating Income From HNW Individuals At Record High

As UK chancellor of the exchequer Jeremy Hunt prepares the Spring budget on 6 March, and as HMRC...

Comment & Analysis results for Archive