News, Comment & Analysis results for Archive

Financial Results
14 August 2025

UBS Shares Slip Slightly After Large Share Sale – Report

An unidentified investor has sold its entire stake in the Zurich-listed bank. ...

People Moves
13 August 2025

Who’s Moving Where In Wealth Management? – Saffery Trust Cayman, Charles Stanley

The latest moves, appointments and personnel changes in wealth management for the UK, rest of...

Uncategorised
13 August 2025

AITi Global Gets Near $100 Billion Assets Milestone

One of the largest multi-family offices and non-bank wealth management organisations globally, AITi...

People Moves
13 August 2025

Ascot Lloyd Names New Chief Tech & Operations Officer

Ascot Lloyd, a UK financial advice firm, creates new role, bringing together Ascot Lloyd’s...

Tax
13 August 2025

Use Available Tools To Avoid Losing Heavily On Dividend Tax Squeeze – Charles Stanley

The topic shows how asset "location" and the structuring of finances is as important in maximising...

Investment Strategies
13 August 2025

UBP Opts For US Over European, Asian Equities Despite Tariff Turmoil

Switzerland-headquartered Union Bancaire Privée has released its insights for the global outlook...

Fund Management
12 August 2025

UK Fund Makes First Investment Into Female-Powered Firm

In late May, BGF committed at least £300 million to the Invest in Women Taskforce’s funding pot...

Tax
12 August 2025

UK Tax Squeeze On Dividends Hits Millions Of Investors – Quilter

The wealth management firm has used a Freedom of Information request to obtain the data from the...

Technology
12 August 2025

Maven Steps Up Cybersecurity Investment

UK private equity firm Maven Capital Partners invests in Blueskytec through the South-West...

People Moves
12 August 2025

Who's Moving Where In Wealth Management? – AES International, Oberon Investments

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

Comment & Analysis results for Archive