News, Comment & Analysis results for Archive

Tax
31 October 2024

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,...

Tax
31 October 2024

Wealth Managers, Advisors React To UK’s Autumn Budget

After UK Chancellor of the Exchequer Rachel Reeves released the Autumn Budget yesterday, wealth...

People Moves
31 October 2024

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...

Fund Management
31 October 2024

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...

Financial Results
31 October 2024

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...

New Products
31 October 2024

What’s New In Investments, Funds? – EdenTree, Payden & Rygel

The latest news in investment offerings, financial products and other services relative to wealth...

Strategy
31 October 2024

Hong Kong Banking Group Plans Middle East "Collaborations"

Without going into particular detail, the Hong Kong-based group, which has been visiting Saudi...

Financial Results
30 October 2024

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...

Tax
30 October 2024

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,...

People Moves
30 October 2024

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

Company Profiles
23 November 2023

Banking In Turbulent Times – In Conversation With Arbuthnot Latham

This publication recently sat down with Arbuthnot Latham, the venerable UK private banking group...

Compliance
15 November 2023

Can Rapid Account-Opening Coexist Alongside Heightened Compliance?

The approach that banks and other wealth management industry players take towards handling...

ESG
14 November 2023

"Greenwashing" Controversies Focus Minds On What Investors Own

This news service talks to the MFO – born from a series of corporate mergers and acquisitions –...

ESG
14 November 2023

How Blending Philanthropy, Investment Creates "Win-Wins" – Pictet

This news service recently spoke to a senior Pictet figure about the work it does on...

Compliance
9 November 2023

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...

Family Office
25 October 2023

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...

Family Office
24 October 2023

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...

Company Profiles
20 October 2023

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...

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...