News, Comment & Analysis results for Level

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...

Strategy
28 June 2024

UBS Reshapes Wealth Business

A month ago, UBS unveiled top-level management changes. Now, the bank is putting more...

Investment Strategies
25 June 2024

OPINION OF THE WEEK: Rates Aren't Dropping To Pre-Pandemic Levels – And That's Good

For a whole range of reasons, going back to the rate levels that existed before the Covid calamity...

Alt Investments
24 June 2024

Emerging Market Hedge Fund Gains Accelerate Through May – HFR

Among other figures, data showed that assets under management in the emerging market hedge fund...

Tax
24 June 2024

UK Inheritance Tax Receipts Keep Rising – Reactions

Wealth managers react to latest figures from HM Revenue and Customs, showing another rise on the...

Surveys
7 June 2024

UK's Wealth Sector Must Get A Grip On Productivity – SEI Study

Weighed by continual compliance costs, demands from clients for new, faster offerings and the...

Surveys
29 May 2024

Affluent UK Citizens Don't Worry Enough About Being Scammed – Arbuthnot Latham

The findings appear to suggest that among affluent and even HNW individuals, there's a level of...

Strategy
13 May 2024

Wealth Managers React To UK Interest Rate Freeze

After the Bank of England Monetary Policy Committee decided to keep interest rates at current...

Wealth Strategies
4 March 2024

Spotlight On Opportunities In Oil, Energy Stocks, Gold, Hedge Funds – UBS WM

UBS Global Wealth Management discusses how investor sentiment is susceptible to a range of economic...

People Moves
26 January 2024

Change At Top Of JM Finn

The London-headquartered wealth manager, which operates in a number of cities, has a new chairman....

Comment & Analysis results for Level