News, Comment & Analysis results for Archive

People Moves
7 June 2024

Growing Wealth Boutique Recruits HR Veteran, Signals More Expansion

The firm has expanded its global footprint into markets such as Singapore and Latin America since...

Strategy
7 June 2024

OPINION OF THE WEEK: Fixing London's Sluggish Stock Market

Whether it is enabling entrepreneurs to efficiently exit a business (creating new HNW individuals)...

Surveys
7 June 2024

UK's Wealth Sector Must Get A Grip On Productivity – SEI Study

Weighed by continual compliance costs, demands from clients for new, faster offerings and the...

Investment Strategies
6 June 2024

Investment Managers React To India’s Election Result Surprise

With the Indian Prime Minister Narendra Modi set to retain power after the general election –...

People Moves
6 June 2024

Suntera Global Adds London Office To International Footprint

The organisation already operates in a raft of jurisdictions, such as Guernsey, Luxembourg, the US...

Wealth Strategies
6 June 2024

Cash Dominates Affluent Investors' Portfolios

The figures illustrate how cautious many investors remain. ...

Legal
6 June 2024

Standard Chartered Says Terrorist Funding Claims Without Merit

The UK-listed lender, which earns the bulk of its revenues outside the UK, in regions such as Asia,...

Practice Strategies
6 June 2024

The High Stakes In Protecting Data As AI Accelerates

We talk to a US-headquartered firm that protects sensitive data by substituting it with a randomly...

New Products
6 June 2024

What’s New In Investments, Funds? – ABN Amro, Robeco

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

Philanthropy
5 June 2024

UK's Philanthropy Impact Unveils New Platform

The new platform is designed to generate partnerships among advisors, donors, investors and charity...

Comment & Analysis results for Archive

Strategy
3 April 2023

GCC Countries’ Economic Dynamism Attracts Investors And Wealth

In the first of a series of articles, we look at trends in the GCC region's wealth management...

WM Market Reports
22 March 2023

Tech Traps Wealth Managers Must Avoid 2023

The latest edition of our regular "Tech Traps" reports. ...

Alt Investments
21 March 2023

In Tough Times, Private Market Secondaries Can Shine

The venture capital, private equity and other parts of the "private markets" space have been jolted...

Compliance
21 March 2023

Developments In Private Bank RegTech – Views From The Experts

Regulatory technology – software that a private bank has to use in order to produce information...

Strategy
9 March 2023

Exclusive: Biotech Sector To Take Off In 2023

Swiss-based BB Biotech’s head investment manager, Daniel Koller, talks to this news publication...

Offshore
6 March 2023

The Squeeze On Investment Visas – What Should Happen Now?

With these programmes, the subject of this interview says, the benefit is not just in the initial...

Asset Management
6 March 2023

Comgest's Mood Brightens For Europe, Asia Investments

After a strong start to global stock markets, Franz Weis chief investment officer at Comgest, a...

Trust Estate
3 March 2023

Challenges For Multi-Generational Families Over Succession

A take-home point from this article is that for multi-generational family firms to navigate...

Compliance
24 February 2023

Foundations For Effective Corporate Governance

The author argues that UK regulatory expectations largely date back to the financial crisis. At...

Tax
21 February 2023

Soaring Inheritance Tax Receipts Highlight Need For Reform

Inheritance tax receipts are rising, and this suggests that tax brackets are capturing a wider...