News, Comment & Analysis results for Archive

Surveys
22 August 2024

Britons Trending Towards Economic Optimism

SmartSave, a Chetwood Financial company, released new research this week which examines how...

Tax
22 August 2024

Hard To See How Much More UK "Tax Gap" Can Close – Specialist

A term bandied about in tax policy over recent years is the "tax gap" – questioning what measures...

Investment Strategies
22 August 2024

Investing In India’s Consumer Story

An India-based firm recently profiled by this news service sets out more of its investment views...

Investment Strategies
21 August 2024

Compelling Reasons For Still Holding Global Tech Stocks – UBS

There are plenty of reasons to believe that technology stocks can continue to make progress, the...

Compliance
21 August 2024

Compliance Corner: SteelEye, Cross-Border Product Manipulation

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

Surveys
21 August 2024

Future Retirees A Third Less Likely To Leave An Inheritance – St James's Place

Financial challenges threaten future retirees' plans, according to a new study by UK wealth manager...

People Moves
21 August 2024

Vistra Names New CFO

Hong Kong headquartered Vistra, a provider of business solutions that helps organisations to invest...

Strategy
21 August 2024

EDITOR’S SUMMER READING PICKS: Mass-Affluent, Lower HNW Market – Can Firms Crack The Code?

In this part of the August holiday season, this publication re-issues a few of those features that...

Investment Strategies
21 August 2024

The Future Of Investment: AI And The Art Of The Possible

The rise of generative AI brings with it new approaches to the ways in which investing and...

Financial Results
20 August 2024

VP Bank's Interim Profits Slide, Says Plans Cost Cuts

The Liechtenstein-based bank also reiterated its decision to close its Hong Kong office, although...

Comment & Analysis results for Archive

Company Profiles
7 July 2023

Monetary Metals Says Gold Yield Marketplace Fits Wealth Menus

Confounding the standard line that gold doesn't produce a yield, a business that uses gold to earn...

WM Market Reports
4 July 2023

BNP Paribas' Wealth Arm Builds German Business Momentum, Broader Growth Beckons

The Paris-based group, which operates in a number of countries, spoke to this news service about...

Company Profiles
3 July 2023

UK's Walter Scott Steers Long-Term, Highly "Active" Course

We talk to a Scotland-based fund management house that puts big stress on what it regards as...

Trust Estate
26 June 2023

INTERVIEW: Wealth Managers Must Get Proactive About Handling Elder Abuse

This news service talks to a UK-based law firm about the problem of "elder abuse" – a term...

Practice Strategies
12 June 2023

Banking, Wealth Sector In Ferment – A Talent Management Overview

What makes a good wealth manager, and what are the skills and qualities in demand today, and what...

Strategy
22 May 2023

BOOK REVIEW: In Defence Of Capitalism, By Rainer Zitelmann

While unlikely to sway those already hostile to the free market economic system, this book puts a...

Company Profiles
13 April 2023

Avaloq Sees UK Opportunities From M&A, Tech Changes

Mergers and acquisitions, artificial intelligence, blockchain technology and secular drivers of...

Offshore
12 April 2023

Why Residency/Citizenship-By-Investment Visas Aren't Going Away

This news service speaks to a business that has offices in a number of jurisdictions – including...

Company Profiles
11 April 2023

Welrex Says Business Model Taps Need For Change

A new UK-based digital investment management platform for relationship managers, encompassing B2B...

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...