News, Comment & Analysis results for Archive

Investment Strategies
4 July 2024

EXCLUSIVE: Japanese Investment House Optimistic About China In 2024

Shanghai-based Maggie Sun, senior portfolio manager at Japanese-headquartered Sumitomo Mitsui DS...

M and A
4 July 2024

Deals Of The Day: The Latest In Wealth Management M&A – Fintel, Threesixty

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

People Moves
4 July 2024

Stonehage Fleming Makes Raft Of Promotions

The organisation has promoted senior figures in a number of its locations, including South Africa...

People Moves
4 July 2024

Close Brothers AM Names New Scottish Managing Director

The appointment represents Close Brothers Asset Management’s aim to grow the business organically...

M and A
3 July 2024

Vontobel Wraps Up Infrastructure Business Purchase

There have been a number of cases of firms buying into the infrastructure investment space –...

M and A
3 July 2024

LLB Group Agrees To Buy Austrian Bank

The Liechtenstein-headquartered group has operated its Vienna branch since 2009. The deal...

New Products
3 July 2024

What’s New In Investments, Funds? – Capital Group, DBS

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

Investment Strategies
3 July 2024

Investment Managers Smile On Asian Equities

Schroders, together with other wealth managers, recently revealed its investment convictions for...

M and A
3 July 2024

Deals Of The Day: The Latest In Wealth Management M&A – Janus Henderson, Tabula

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

New Products
3 July 2024

Invesco Launches Advisor Platform To Meet Soft Skills Demand

The launch is part of Invesco’s commitment to support advisors. ...

Comment & Analysis results for Archive

Tax
9 October 2023

Sparing No One: Cross-Border Taxation of Globally Mobile Individuals – Part 2

This article continues to examine – via the circumstances of Prince Harry and Meghan, the...

Tax
6 October 2023

Sparing No One: Cross-Border Taxation of Globally Mobile Individuals - Part 1

This is the first of a highly detailed examination of cross-border tax issues for individuals...

Alt Investments
4 October 2023

How Hedge Fund Investors Keep Composed In Volatile World

This news service talks to Sussex Partners, a UK-based business that advises institutions about...

Family Office
28 September 2023

Family Offices Aren't Shunning Risk, But Getting Smarter – Citi Private Bank

After its survey emerged a few weeks ago, Citi Private Bank spoke again to this news service about...

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...

Strategy
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...

Legal
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...