News, Comment & Analysis results for Archive

WM Market Reports
15 September 2022

US Is Top For Most Millionaire Cities – Study

Among other details of the report, it said that the millionaire populations of Dubai, Mumbai, and...

Market Research
14 September 2022

Rising Cost Of Living Impacting Inheritance Gifting

New research has been released from Barclays Wealth which assesses the impact of rising living...

People Moves
14 September 2022

Who's Moving Where In Wealth Management? – Evelyn Partners, Ogier

The latest moves and appointments for wealth management roles in the UK, other parts of Europe, the...

People Moves
14 September 2022

EFG's Classen, Collardi Proposed For Board Seats, Compensation Hike

Both men have joined the Swiss bank having worked in senior roles at a number of rival firms. ...

Offshore
14 September 2022

Giving Clients Tools To Do The Job In Jersey

This news service talks to Pershing Ltd in the Channel Islands – part of BNY Mellon – on how it...

Offshore
14 September 2022

Suntera Expects More Industry Consolidation

We talk to Suntera Global, a global provider of bespoke fund, corporate and private wealth...

Family Office
13 September 2022

Family Structures – Fit for Purpose?

In this short question-and-answer exchange, Crestbridge Family Office Services discusses why it...

Investment Strategies
13 September 2022

Edmond De Rothschild Plays It Safe

Caution, as seen by the negative view on equities, at least for the moment, appears to be echoed by...

WM Market Reports
13 September 2022

Asset Tokenization Market Could Reach $16.1 Trillion By 2030 – Study

With more wealth managers and family offices putting money into private markets – typically less...

People Moves
13 September 2022

Neuberger Berman Creates New CIO Role For EMEA

The holder of the newly-created role has worked in the space for 25 years, with stints at Mercer,...

Comment & Analysis results for Archive