News, Comment & Analysis results for Archive

People Moves
7 July 2025

M&G Names New Chief Executive Officer Of responsAbility

The appointment follows Rochus Mommartz's decision to retire after 22 years with responsAbility. ...

Company Profiles
7 July 2025

Lloyds Banking Group's "Crossover" Wealth Formula

We recently caught up with the head of asset and wealth managers at the bank about the benefits,...

New Products
7 July 2025

Franklin Templeton, IE University, OpenWealth Launch Family Office Hub

The academic and business platform aims to blend academic research with practical insights to help...

People Moves
7 July 2025

Who's Moving Where In Wealth Management? – DWS, LAVA Advisory Partners

The latest moves, appointments, and personnel changes in the UK, Europe, Middle East and select...

People Moves
4 July 2025

JP Morgan Private Bank Appoints Global Chief Executive

The global title adds to the US private bank leadership role that the executive already holds. JP...

Legal
4 July 2025

What's Matrimonial Wealth And What's Not – Implications From The Standish Case

In one of the most anticipated divorce law rulings in the UK for many years, lawyers consider the...

People Moves
4 July 2025

Brown Shipley Names New North Regional Head

UK wealth manager Brown Shipley, part of Quintet Private Bank (Europe), a group of boutique private...

People Moves
4 July 2025

Vistra Names New CEO

Hong Kong-headquartered Vistra, a provider of essential business solutions that help organisations...

People Moves
4 July 2025

UBS Makes Senior Changes In North Asia, Hong Kong

The Swiss bank has made a number of top-level changes in the region. ...

Alt Investments
4 July 2025

Private Markets, Direct Investing And Supply Chains – An Interview With Leon Capital Group

Almost a year on since Leon Capital Group hooked up with New York-headquartered tech platform...

Comment & Analysis results for Archive

Family Office
25 October 2023

EXCLUSIVE: A Walk Around Germany's Single-Family Offices Sector – Part 2

In part one of this two-part feature, this publication talked to German banks about their work with...

Family Office
24 October 2023

EXCLUSIVE: A Walk Around Germany's Single-Family Offices Sector – Part 1

As it is high time that this news service took a deep dive into the German single-family offices...

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...