News results for Archive

People Moves
16 May 2022

Who's Moving Where In Wealth Management? – Tilney Smith & Williamson

The latest senior moves and appointments in the UK, rest of Europe, Middle East and select...

New Products
16 May 2022

Compliance Corner – ID-Pal, UK Launch

The latest compliance news: regulatory developments, punishments, guidance, permissions and new...

Alt Investments
16 May 2022

VC Funds Amass Almost $500 Billion Of "Dry Powder" Since January

The economic headlines have not often been positive but enthusiasm for venture capital – at least...

Family Office
16 May 2022

New Study Offers Invaluable Operational Insights For UHNW Wealth Managers

This publication has launched its second study on efficiency in accounting and investment analysis...

Technology
16 May 2022

New Research: Outsourcing Intelligence For Financial Institutions

A new report from this publication and research partner FIS Platform Securities offers the findings...

People Moves
13 May 2022

Who's Moving Where In Wealth Management? – IQ-EQ

The latest moves and appointments in wealth management for the UK, rest of Europe, Middle East and...

People Moves
13 May 2022

Quintet Private Bank Appoints Chris Allen As Group CEO

Quintet Private Bank has named Chris Allen, former HSBC head of global private banking, EMEA, as...

Family Office
13 May 2022

Single-Family Offices Fret Over Transparency, Data Demands – EY

The pace of regulatory change continues to change and with it demands – not always wise – for...

M and A
13 May 2022

Deals Of The Day: The Latest In Wealth Management M&A – Kingswood, Vincent & Co Ltd

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

People Moves
13 May 2022

Raymond James Expands To Cornwall

Raymond James Investment Services Ltd is opening a new branch in Cornwall. ...

Comment & Analysis results for Archive

Offshore
13 September 2021

New Wealth House Serving US Expats Explains Investment Angle

UK-based Shard Capital created a new service a year ago for US expats. The business has a very...

Strategy
31 August 2021

A Heavyweight Regional Presence Counts For Coutts

We talked to the CEO of Coutts about how its regional strategy and relationship with its parent...

Alt Investments
25 August 2021

Blank Cheque Companies Retain Momentum, Europe, UK Increasingly Active

IQ-EQ, the investor services group, has a ringside seat for observing trends in the SPACs space....

Trust Estate
24 August 2021

The Problem With Death And Taxes - Analysing A Recent Case

In succession planning, those involved in arrangements need to take into account unforseen events...

Family Office
23 August 2021

Singapore's Proposed VCC Changes - What Wealth Managers Need To Know

The variable capital company regime in Singapore was launched originally at the start of 2020. Now...

Strategy
27 July 2021

All Aboard The Regional Wealth Train: More UK Perspectives

We continue our coverage of wealth management firms’ UK regional strategies. For this article, we...

Investment Strategies
26 July 2021

Inflation Pressures Rise, But Not Great Cause For Concern - J Stern & Co

We talk to an investment firm set up to manage the wealth of a 200-year-old European family, and...

Investment Strategies
23 July 2021

Credit's Overlooked Hedge Against Inflation Risk

The writer of this articles says investors should consider leveraged loans as a tool to manage...

Compliance
22 July 2021

Regtech's Rise: Applying Tech And Compliance Functions For Tomorrow

The regtech sector will, on certain estimates, be worth as much as $33 billion by 2026. This vast...

Strategy
19 July 2021

A UK Regional Footprint Builds Credibility - Julius Baer International's CEO

In this article we interview the CEO of Julius Baer International, David Durlacher, about his...