News, Comment & Analysis results for Archive
UK Inheritance Tax Squeeze Accelerates Business Transfers
The survey adds to a picture of UK business owners changing their behaviour – in some cases even...
Chinese, US Consumers Critical To The Luxury Goods Sector In 2026 – Berenberg
German-headquartered investment bank and boutique asset manager Berenberg has published its 2026...
EXCLUSIVE: BWC Benchmarking Study Gives Data "Treasure Trove" On UK Wealth Industry
A new report on the UK private banking, wealth management and brokerage sector gives unrivalled...
OPINION OF THE WEEK: What Asset Allocators Have On Their Plate This Year
The editor takes a brief look at the sort of considerations in play for wealth managers seeking to...
Investors "Too Optimistic" On Future Earnings Growth – Bank J Safra Sarasin
When looking for equities, investors must consider whether AI is going to boost growth sufficiently...
Who’s Moving Where In Wealth Management? – Tyndall, Allspring, 7IM, Wealth Club, Others
The latest moves and appointments for wealth management roles in the UK, other parts of Europe, the...
UK Donor-Advised Fund Makes First Major Grant, Highlights DAF Sector's Growth
The grant from the donor-advised fund in the UK is an example of how the DAF model continues to...
Saudi Arabia's Rule Relaxation Booster For Stocks, Not A "Game Changer" – Fund Manager
The fund management house noted that the change comes as the Middle East nation cultivates a number...
UK Financial Advisors Bracing For Increased Market Volatility In 2026 – Survey
New research from Wesleyan, a Birmingham-headquartered mutual, was released this week, revealing...
Switzerland's Maerki Baumann Names New CIO
The new CIO, who has been with the firm since 2018, has played a key role in shaping the private...
Comment & Analysis results for Archive
Fast-Moving GSB Flags Big Ambitions
We talk to a wealth management firm, based in Dubai, which is expanding into markets including the...
Taking Risks Out Of Philanthropy
We talk to law firm Farrer & Co and a lawyer working in the charities area about the kind of themes...
Legatum Eyes New Frontiers For Impact, Entrepreneurship
Philanthropy and impact aren't "nice-to-haves" for this firm but the main event – in fact the...
Japan's VC Sector Gathers Momentum
While Silicon Valley has hogged much of the limelight in VC, Japan's much smaller sector hasn't...
Milltrust Pivots Towards MFO Opportunities As Singapore's Wealth Swells
We talk to the firm about why it created the multi-family office, the case for the move in the...
IQ-EQ Taps Into Gulf Region's Wealth Bonanza
Shortly after announcing new operations in Abu Dhabi, the investor services group talked to this...
EXCLUSIVE: Finding Compliance Nuggets Amid 24/7 News Torrent
We talk to Dow Jones about the work it does in collating, screening and digesting a vast haul of...
The Bahamas: A Complete And Compelling Choice – White Paper
This news service is delighted to unveil the full edition of the Bahamas-focused publication that...
Deglobalisation, Volatility And Family Office Time Horizons – A Conversation With Dambisa Moyo
This news service talks to a prominent female economics writer and thought leader who was also made...
Handling HNW Clients' Data Via Tokenization – An Overview
Banks and other players in the wealth management space transfer data across borders – a fact...