News, Comment & Analysis results for Archive

17 June 2024

Lombard Odier, Mizuho Expand Pact Into Sustainability Alliance

With sustainability and ESG investments still popular – despite setbacks – the financial groups...

Trust Estate
17 June 2024

Advisors Must Practise What They Preach To Clients On Succession

We talk to the CEO of Crestbridge Family Office Services about succession planning within the...

14 June 2024

As New Rules Loom, UK's MainStreet Launches Sustainability Toolkit

New UK rules, designed in part to remove the problem of "greenwashing," mean that fund buyers need...

14 June 2024

Capital Protection, Geopolitical Turmoil Weighs On Minds – Schroders Survey

The survey of UK financial advisors, conducted in late April and early May, lifts the lid on what...

People Moves
14 June 2024

Who’s Moving Where In Wealth Management? – Northern Trust AM, Crestbridge Family Office Services

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

14 June 2024

UK's Labour Confirms Non-Dom IHT Squeeze, Says It Will Change Private Equity Tax

The party reiterated its desire to end the non-dom system, and cut off the ability of such persons...

14 June 2024

Proposed UK Temporary Residence Plan Clashes With Immigration Policy – Fragomen

As the UK prepares to say goodbye to the non-dom system – and possibly many using that status as...

M and A
14 June 2024

Deals Of The Day: The Latest In Wealth Management M&A – 360 ONE WAM

The latest mergers, acquisitions and other corporate actions in the wealth management sector. ...

14 June 2024

UK Investment Firm Secures CISI Chartered Firm Status

The status is awarded by the Chartered Institute for Securities & Investment. ...

New Products
13 June 2024

Singapore's Paragon CM Targets North Asia Wealth Market

The wealth management boutique, headquartered in the Asian city-state, is spreading its business...

Comment & Analysis results for Archive

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...

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...

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...

Wealth Strategies
25 August 2023

Inflation, Rising Rates Put Behavioural Finance In The Frame

The discipline within economics known as behavioural finance continues to be important. The market...

White Papers
22 August 2023

Jersey Finance Report On Digital Assets, Crypto-Currencies

A new report, published with the island's financial promotional organisation, sets out the issues...

Investment Strategies
22 August 2023

Value And Growth – Japan’s Promise And Performance

This news service recently talked to a UK-based investment house that concentrates on Japanese...

21 August 2023

How AI Can Raise Wealth Management Game In The Gulf

With artificial intelligence technology gathering headlines and stirring controversy – and...

Alt Investments
4 August 2023

How "Evergreen" Approach Wins Friends For Private Markets

There appears to be something of a trend towards "perpetual" or "evergreen" fund structures that...

25 July 2023

Bringing Great Eye Vision To The Poor – A Hong Kong Philanthropist's Tale

Chen’s philanthropy journey throws light on an important aspect of charity that can be...