News, Comment & Analysis results for Archive
OPINION OF THE WEEK: A Big Tax Hit To HNW Individuals – The UK Budget
The editor reflects on the first Budget from a Labour-led UK administration for 14 years. It was,...
Wealth Managers, Advisors React To UK’s Autumn Budget
After UK Chancellor of the Exchequer Rachel Reeves released the Autumn Budget yesterday, wealth...
Citigroup Appoints Ex-Goldman's Figure As Head Of Lending
The lending platform at the bank is an "essential part" of its strategy, the head of its wealth...
Tokenized Fund AuM Could Reach $300 Billion By 2030 – White Paper
The report examines large the market for tokenized funds. Fund tokenization refers to the use of...
Profits Rise At Standard Chartered's Wealth, Retail Arm; Group Results Sparkle
Among the details, the UK-listed bank said it intends to invest about $1.5 billion over five years...
What’s New In Investments, Funds? – EdenTree, Payden & Rygel
The latest news in investment offerings, financial products and other services relative to wealth...
Hong Kong Banking Group Plans Middle East "Collaborations"
Without going into particular detail, the Hong Kong-based group, which has been visiting Saudi...
Q3 Pre-Tax Profit Rises At UBS's Global Wealth Management Arm, Reportedly Eyes US Acquisitions
A broadly stronger set of results were put out by the Zurich-listed group this morning, which also...
Rise In Wealthy Individuals Looking To Move Assets Outside UK, Ahead Of Autumn Budget – Canaccord
As UK chancellor of the exchequer Rachel Reeves is poised to release the Autumn budget today,...
Who's Moving Where In Wealth Management? – Forsters
The latest moves, appointments and personnel changes in the UK, continental Europe, Middle East,...
Comment & Analysis results for Archive
Banking In Turbulent Times – In Conversation With Arbuthnot Latham
This publication recently sat down with Arbuthnot Latham, the venerable UK private banking group...
Can Rapid Account-Opening Coexist Alongside Heightened Compliance?
The approach that banks and other wealth management industry players take towards handling...
"Greenwashing" Controversies Focus Minds On What Investors Own
This news service talks to the MFO – born from a series of corporate mergers and acquisitions –...
How Blending Philanthropy, Investment Creates "Win-Wins" – Pictet
This news service recently spoke to a senior Pictet figure about the work it does on...
FINMA's Cryptocurrency Stance Makes Swiss Industry Nervous
Switzerland has made waves in the world of cryptos and digital assets. Its "crypto valley" in Zug...
EXCLUSIVE: A Walk Around Germany's Single-Family Offices Sector – Part 2
In part one of this two-part feature, this publication talked to German banks about their work with...
EXCLUSIVE: A Walk Around Germany's Single-Family Offices Sector – Part 1
As it is high time that this news service took a deep dive into the German single-family offices...
UK's Oakley Capital Stays Nimble As Rates Affect Private Markets
After a decade or more of being told that private market investing was a hot area, drawing in...
Focus On Ireland As A Growing Financial Hub
Michael D’Arcy, former Irish minister of state at the department of finance, discusses the...
Research: Tech & Ops Wealth Trends In Wealth Management 2023
The 26-page report examines the issues and concerns affecting the shape of technology and...