News, Comment & Analysis results for Archive

Banking Crisis
10 June 2025

Swiss Bankers Association Fires Broadside At Proposed Regulations

The Swiss Bankers Association also weighed in against proposed Swiss government reforms that have...

People Moves
10 June 2025

Who’s Moving Where In Wealth Management? – Jupiter Asset Management, Boodle Hatfield

The latest moves, appointments and personnel changes among wealth management and related...

Investment Strategies
10 June 2025

Investors Put Chips Back On The Table; Worries Linger – State Street

Equity exposure and sentiment has gyrated since the November elections. Recent measures of worry...

Alt Investments
10 June 2025

Fewer VC Players Predict More Fundraising, Caution Rises – Survey

There's more caution around the venture capital sector globally than there has been, the PitchBook...

Banking Crisis
9 June 2025

UBS Criticises Proposed Swiss Capital Hike, Says It Diverges From Global Standards

In a process that revives memories of the way bank regulation was addressed after 2008, financial...

Surveys
9 June 2025

Personal Wealth Managed By Financial Advisors Climbing – Rathbones Survey

UK wealth manager Rathbones released new research last week by Pure Profile looking at the rise in...

New Products
9 June 2025

What’s New In Investments, Funds? – Privacore Capital, Partners, Rise Capital

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

M and A
9 June 2025

Deals Of The Day: The Latest In Wealth Management M&A – Hawksford, Equiom Netherlands

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

WM Market Reports
9 June 2025

New International HNW Life Insurance Sales Rose Strongly In 2024; Big Potential Seen – Study

The upside potential for HNW wealth solutions that harness life insurance is considerable,...

Investment Strategies
9 June 2025

Hold Fewer Equities, Add to Bonds – Pictet

Geneva-headquartered Pictet Asset Management held a roundtable in London this week, discussing its...

Comment & Analysis results for Archive

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...

White Papers
13 October 2023

Research: Tech & Ops Wealth Trends In Wealth Management 2023

The 26-page report examines the issues and concerns affecting the shape of technology and...

Tax
9 October 2023

Sparing No One: Cross-Border Taxation of Globally Mobile Individuals – Part 2

This article continues to examine – via the circumstances of Prince Harry and Meghan, the...

Tax
6 October 2023

Sparing No One: Cross-Border Taxation of Globally Mobile Individuals - Part 1

This is the first of a highly detailed examination of cross-border tax issues for individuals...

Alt Investments
4 October 2023

How Hedge Fund Investors Keep Composed In Volatile World

This news service talks to Sussex Partners, a UK-based business that advises institutions about...

Family Office
28 September 2023

Family Offices Aren't Shunning Risk, But Getting Smarter – Citi Private Bank

After its survey emerged a few weeks ago, Citi Private Bank spoke again to this news service about...

White Papers
21 September 2023

Winning Women In MENA: How Wealth Managers Can Help Further Female Empowerment

A new report from this news service, in partnership with First Abu Dhabi bank, explores what HNW...

Strategy
15 September 2023

Learning From The UK "De-Banking" Furore – A Modern Bank's Perspective

A new financial services firm that calls itself a "Coutts-Revolut" hybrid reflects on the recent...

Legal
31 August 2023

Learning The Legal Lessons From “Succession”

In this detailed analysis of legal questions generated by the HBO television drama, law firm Squire...