News, Comment & Analysis results for Archive

People Moves
12 July 2024

Who’s Moving Where In Wealth Management? – Fulcrum Asset Management, Dynamic Planner, Others

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

Market Research
11 July 2024

UBS Report Shows Wealth Growth

UBS has released a new report this week revealing how wealth growth across the world has recovered...

11 July 2024

Lift Reporting Rule On US Expats' Foreign Pensions – American Citizens Abroad

This story is another example of how the worldwide nature of US taxation means that expats are...

People Moves
11 July 2024

Bank Julius Baer Names New Swiss Market Head

The bank said that the new head, who joined in 2019, has managed his role as market head Germany...

People Moves
11 July 2024

Barclays Names Senior Figure For India, Global Indians Businesses

The newly-appointed manager will run and distribute investment products and services, including...

New Products
11 July 2024

What’s New In Investments, Funds? – Fiera Capital

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

11 July 2024

Nominations Open For WealthBriefing European Awards 2025

The latest announcement from the awards team from WealthBriefing. ...

WM Market Reports
10 July 2024

Global Wealth Recovered In 2023; Switzerland Remains Top Cross-Border Centre

For all the pressures it has been under, Switzerland remains the world's largest offshore centre,...

People Moves
10 July 2024

Davies Names New CFO

The new CEO will be replacing Davies' senior executive who is stepping down after a tenure of 12...

10 July 2024

How Tax Agents Chart Clients' Course Through Political Upheaval

The author of this article takes us on a tour of the tax issues arising for the new UK government...

Comment & Analysis results for Archive

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...

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...

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...