News, Comment & Analysis results for Archive

11 June 2024

Private Client Investors Unruffled By UK Elections, Geopolitics – So Far

This is a busy year for elections, and with the UK and US polls due in coming weeks and months, it...

People Moves
11 June 2024

Who’s Moving Where In Wealth Management? – Allspring, Evelyn Partners, Others

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

New Products
10 June 2024

What's New In Investments, Funds? – P1 Investment Services, Firenze

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

Alt Investments
10 June 2024

Hedge Funds Score Robust Gains In May

These investment entities, which remain important parts of the private banking and wealth jigsaw...

Banking Crisis
10 June 2024

Bondholders Sue Switzerland Over Credit Suisse Bonds

The lawsuit is taking place in New York because this is where the AT1 bonds were registered,...

Wealth Strategies
10 June 2024

Pictet AM Increasingly Seeks Alpha In More "Normal" Markets

As the half-way point of 2024 approaches, a number of private banks and wealth houses are updating...

M and A
10 June 2024

Summary Of Wealth Management M&A – January, February, March, April, And May

Across the UK and rest of the MENA region, a collection of the mergers and acquisitions in the...

10 June 2024

As UK, Canadian Taxes Rise, The Bahamas' Charms Increase

Capital is mobile, and offshore and other jurisdictions with relatively low tax rates – and other...

Investment Strategies
7 June 2024

ECB Cuts Interest Rates – Wealth Managers’ Reactions

The ECB cut rates yesterday, and the number of central banks starting to trim rates – after more...

People Moves
7 June 2024

London & Capital Mourns Leading Figure Tony McLoughlin

The director had worked at the UK-based business for almost three decades. ...

Comment & Analysis results for Archive

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...

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...

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...

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...

24 February 2023

Foundations For Effective Corporate Governance

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

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...