News results for Archive

Reports
17 January 2022

Citi Private Bank's Q4 2021 Revenues Rise

Compared with last year, the private banking arm of the US bank reported a broadly stronger set of...

Reports
17 January 2022

BlackRock's AuM Pushes Over $10 Trillion Mark

Rising markets and inflows for the whole of 2021 lifted the US-listed asset manager to a new...

New Office
17 January 2022

UK's Artorius Moves To Yorkshire Stately Home

As an example of the kind of regional moves that wealth managers make, the UK-based firm is opening...

People Moves
17 January 2022

Schroders Appoints Co-heads Of Investments, Senior Changes

Schroders’ internal senior reshuffling indicates that wealth management appears to face a talent...

People Moves
17 January 2022

Who's Moving Where In Wealth Management? - Tilney Smith & Williamson, VG, Ninety One

The latest moves in wealth management from across Europe and the UK and other select international...

Legal
17 January 2022

How To Achieve Amicable Divorce – An Outline

There is regular commentary here about HNW divorce and other relationship break-ups. The author of...

Compliance
14 January 2022

US Bankers, Others Left Stranded As Hong Kong Shuts Flights – Media

Hong Kong - a key entry destination for mainland China and home to many global banks' Asian...

People Moves
14 January 2022

Brown Shipley Names New CEO

The UK wealth manager has promoted a Julius Baer, Barclays veteran to grow the 200-year-old...

M and A
14 January 2022

Deals Of The Day: The Latest In Wealth Management M&A – Highvern

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

Legal
14 January 2022

Kingsley Napley Launches International Protection For HNW Clients

The London law firm is taking advantage of global political headwinds buffeting high-net worth...

Comment & Analysis results for Archive

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....

Tax
27 May 2021

A Global Minimum Corporate Tax Rate - Smart Policy Or "Tax Cartel"?

Setting a global minimum corporate tax rate among major industrialised nations has the certain...

Offshore
27 May 2021

Switzerland's Edge As Intellectual Property Hub - Comment

The author of this comment talks about the benefits of intellectual property registration as an...