News results for Archive

Alt Investments
22 November 2021

iCapital Expands Global Footprint, Inks Israel Partnership

The rise of businesses such as iCapital speaks to the drive to widen access to alternative...

Company Profiles
22 November 2021

Institutional Power, Global Reach Delivers For Citi Private Bank In MENA

We talk to the private bank about what has put it ahead of rivals in the Middle East and North...

WM Market Reports
19 November 2021

Capgemini Charts Big Wealth Sector Trends

In an annual overview, Capgemini delves into the big trends shaping the wealth management industry,...

Technology
19 November 2021

Digital Digest: The Latest Tech News - Alter Domus, NTT

The latest technology developments, product launches and business developments in and around the...

People Moves
19 November 2021

Who's Moving Where In Wealth Management? - Goldman Sachs, BNY Mellon Investment Management

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

Uncategorised
19 November 2021

ESG Phenomenon: What Did COP26 Lay On The Line?

Wealth managers reflect on what was, and what wasn't, achieved at the COP26 conference and...

Investment Strategies
18 November 2021

It's Getting Hot In Here - UK Inflation Rises

Wealth managers and economists speculate about whether the latest consumer price inflation figures...

Alt Investments
18 November 2021

Middle East-Based Private Market Assets Grow; Saudi, UAE Dominate

Figures show that sovereign wealth funds are far more important sources of money for alternative...

People Moves
18 November 2021

Change At Top Of Credit Suisse In Asia

The bank announced a raft of top-level changes, including the retirement at the year end of...

M and A
18 November 2021

IQ-EQ Continues US Acquisition Drive

IQ-EQ has bought a number of US businesses, such as Constellation Advisers and Concord Trust...

Comment & Analysis results for Archive

Tax
25 June 2021

Do The Super-Rich Really Only Pay A 3.4 Per Cent Tax Rate?

The group called ProPublica recently claimed that data on America's 25 richest people showed that...

Fund Management
24 June 2021

Helping Professional Fund Investors Build A Proven Track Record

This publication recently interviewed SharingAlpha, a business that takes the ranking of funds and...

Tax
24 June 2021

Scientist's Tax Offset Delivers Cultural, Family Value

Sometimes objects and their owners have earned a special place in our history and national life....

Legal
22 June 2021

Divorce And CGT - Tax At A Taxing Time

Divorce can be painful for all kinds of reasons. An added source of difficulty in reaching...

Legal
21 June 2021

How To Hire Wealth Managers, Mitigate Restrictive Covenant Impact

How should wealth management firms hire wealth managers (often known as “CRMs”, client...

Technology
18 June 2021

Who Said The Sky's The Limit?

The space environment is no longer the sole preserve of government agencies. Today, it is private...

Offshore
18 June 2021

Jersey Keeps Edge Through Tight Compliance - Commentary

The author of this piece says that Jersey's moves over the years to weed out dirty money have...

Tax
15 June 2021

Why Entrepreneurs Contemplate Leaving Germany - Commentary

Germany holds national elections in September, and opinion polls point towards the ascent of...

Strategy
14 June 2021

The UK's Regional Wealth Promise - An Overview

There's plenty of wealth management potential outside the M25 corridor. The government's...

Fund Management
10 June 2021

Lifting The Fog On ESG's Data Problem

Calls are growing for accurate high-quality ESG data that is assessed under a global standard....