Tax
13 June 2022

Business Property Relief: A Way To Handle Inheritance Tax?

More UK citizens are in the inheritance tax firing line and the numbers are likely to rise, putting...

WM Market Reports
13 June 2022

Wealth Managers Should Expect Lower AuM This Year, Capture Revenue Opportunities – Study

Although headwinds caused by geopolitics, the pandemic and economics will likely dent assets this...

WM Market Reports
13 June 2022

Citi Global Wealth Updates 2022 Investment Outlook

Citi Global Wealth Investments has released its Mid-Year Outlook for 2022: Investing in the...

Compliance
13 June 2022

Outgoing Hong Kong CEO Says City Must Reopen To Retain Financial Clout

The CEO has held the post in Hong Kong since 2017, and her tenure has coincided with a new ...

M and A
10 June 2022

Deals Of The Day: The Latest In Wealth Management M&A – ZEDRA

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

Strategy
10 June 2022

Human-Assisted Advice: Clients Still Need Human Touch

The "consumer-led" and "human-assisted approach" offers great potential for advice firms and other...

M and A
10 June 2022

US Private Equity Firm Agrees To Buy London & Capital

The deal is another case of a private equity firm buying into the wealth management story around...

People Moves
10 June 2022

Who's Moving Where In Wealth Management? – Credit Suisse

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

WM Market Reports
10 June 2022

Wealth Growth Defies Crises; Hong Kong To Take Switzerland's Offshore Crown – BCG

One of the standouts of the report was BCG's reckoning that Hong Kong is going to overtake...

Investment Strategies
10 June 2022

European Central Bank Raises Rates, To End QE – Reactions

The European Central Bank is starting to move away from the ultra-loose monetary policy that has...