News, Comment & Analysis results for Archive

People Moves
12 May 2025

Northern Trust AM Names New Global CIOs

The new co-CIOs at the US-headquartered group – which operates in a number of regions – will...

New Products
12 May 2025

What’s New In Investments, Funds? – Vista Equity Partners

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

Surveys
12 May 2025

Retirement Planning Driving Investment Services Demand – Rathbones Survey

After changes were made in last year’s Autumn Budget to inheritance tax (IHT), UK wealth manager...

M and A
12 May 2025

Azura Partners Explains Strategy After Major Investment Infusion

After a large infusion of capital from a Middle East-based investment firm, we talk to the man who...

Investment Strategies
12 May 2025

RBC Wealth Management Positive On China-EU Relations, Amidst Tariff Turmoil

The relationship between the US and Europe is changing, with consequences for the euro area and its...

Wealth Strategies
9 May 2025

Wealth Managers React To BoE Rate Cut; UK-US Trade Deal

After the Bank of England cut its base interest rate yesterday, as expected by the market, and the...

People Moves
9 May 2025

Switzerland's Leonteq Shrinks Executive Committee, Extends Senior Team

Leonteq, which is seeking to improve its financial performance, announced a cut in its committee...

Investment Strategies
9 May 2025

Spotlight On Asia After US Tariff Hike – Cambridge Associates

After US President Donald Trump imposed significant tariffs on imports to the US, global investment...

New Office
9 May 2025

Manulife Signals Middle East Growth Ambitions, Targets HNW Market

The financial group made much of the potential growth, and current size, of the international HNW...

Alt Investments
9 May 2025

What Will Drive Investment In Agricultural Crops In 2025?

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Comment & Analysis results for Archive

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...

Wealth Strategies
30 August 2023

Taking A "Floating" Approach As Rates Rise

This news service talks to US-based New Mountain Capital about the benefits of holding...

Wealth Strategies
25 August 2023

Inflation, Rising Rates Put Behavioural Finance In The Frame

The discipline within economics known as behavioural finance continues to be important. The market...