News, Comment & Analysis results for Archive

Tax
14 May 2025

Gifting May Happen Earlier As UK Inheritance Tax Squeeze Intensifies – Advisor

With all the changes to IHT in the UK, the pressure is on deciding how to avoid being unduly hit by...

New Products
14 May 2025

What’s New In Investments, Funds? – UBS Asset Management, Evelyn Partners

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

People Moves
14 May 2025

Who’s Moving Where In Wealth Management? – UBS Global Wealth Management, Mourant

The latest moves, appointments and personnel changes in wealth management for the UK, rest of...

Strategy
13 May 2025

BlackRock Enters Abu Dhabi-Based Joint Venture

The JV is yet another example of the mass of activity involving Western firms heading to do...

Client Affairs
13 May 2025

Wealth Managers React To US-China Trade Deal

After the US and China agreed on a deal to lower import taxes on goods being traded between the two...

People Moves
13 May 2025

UK-Based Welrex Names New Chief Financial Officer

The business, which has been around for a relatively short time, says it is one of a crop of new...

New Products
13 May 2025

What’s New In Investments, Funds? – Arbra Partners, Adams Street Partners

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

Compliance
13 May 2025

Countries Of Money-Laundering Concern – America’s Ultimate List

Every year the US State Department fulfils its mandate to publish a report of “major money...

Investment Strategies
13 May 2025

As EU Potentially Loosens Wallets, Time For European Equities To Shine – Chelverton

The manager of a fund at Chelverton Asset Management explained why smaller European companies, and...

Financial Results
12 May 2025

Operating Results Strengthen At Commerzbank

Commerzbank's share price performance has been one of the brightest stars of the German stock...

Comment & Analysis results for Archive

Company Profiles
23 November 2023

Banking In Turbulent Times – In Conversation With Arbuthnot Latham

This publication recently sat down with Arbuthnot Latham, the venerable UK private banking group...

White Papers
23 November 2023

New Report: How Wealth Ecosystem, Healthcare Interact

The boundaries between health and wealth increasingly intersect and a new report from China's Hywin...

Compliance
15 November 2023

Can Rapid Account-Opening Coexist Alongside Heightened Compliance?

The approach that banks and other wealth management industry players take towards handling...

ESG
14 November 2023

How Blending Philanthropy, Investment Creates "Win-Wins" – Pictet

This news service recently spoke to a senior Pictet figure about the work it does on...

ESG
14 November 2023

"Greenwashing" Controversies Focus Minds On What Investors Own

This news service talks to the MFO – born from a series of corporate mergers and acquisitions –...

Compliance
9 November 2023

FINMA's Cryptocurrency Stance Makes Swiss Industry Nervous

Switzerland has made waves in the world of cryptos and digital assets. Its "crypto valley" in Zug...

Family Office
25 October 2023

EXCLUSIVE: A Walk Around Germany's Single-Family Offices Sector – Part 2

In part one of this two-part feature, this publication talked to German banks about their work with...

Family Office
24 October 2023

EXCLUSIVE: A Walk Around Germany's Single-Family Offices Sector – Part 1

As it is high time that this news service took a deep dive into the German single-family offices...

Company Profiles
20 October 2023

UK's Oakley Capital Stays Nimble As Rates Affect Private Markets

After a decade or more of being told that private market investing was a hot area, drawing in...

Fund Management
19 October 2023

Focus On Ireland As A Growing Financial Hub

Michael D’Arcy, former Irish minister of state at the department of finance, discusses the...