News results for Archive

Company Profiles
6 May 2022

A Deep Dive Into Wealth Planning, Client Needs At RBC Wealth Management

This news service interviews senior figures at the bank's new offices in the City about what...

People Moves
5 May 2022

Boutique UK Private Bank Names New CFO As Predecessor Retires

The new CFO is taking over from the man who had been in the post since 2011, playing a central role...

Industry Surveys
5 May 2022

Investors Confident Despite War, Inflation Concerns

A new UBS investor sentiment survey shows that investors fear the impact of the war in Ukraine on...

Industry Surveys
5 May 2022

EXCLUSIVE: Client Satisfaction Up In UK Wealth Industry

Latest survey results from professional services firm Aon show that client satisfaction rose in the...

Market Research
5 May 2022

New Wealth Management Study Forecasts Decade Of M&A, Consolidation

L.E.K. Consulting examines the UK wealth management market and explains why it presents a fertile...

ESG
5 May 2022

HSBC Global Private Banking Launches "Global Biodiversity" Strategy

Lombard Odier has created the strategy and is running it on behalf of HSBC. The offering is only...

People Moves
5 May 2022

Change At Top Of RBC's Asia Wealth Team

The Canada-headquartered bank announced a series of top-level moves at its wealth management...

Alt Investments
5 May 2022

Swiss Bank Inks Digital Assets Pact With LGT

As digital assets become more mainstream and affect wealth management, the range of offerings and...

People Moves
5 May 2022

Compliance Corner: UK Financial Conduct Authority

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

People Moves
5 May 2022

Stonehage Fleming Makes Jersey Hires

The MFO has made two senior appointments to its business in Jersey. ...

Comment & Analysis results for Archive

Alt Investments
19 July 2021

Will Increased Regulatory Scrutiny Create London SPAC Boom?

Will reforms in the UK galvanise a SPAC market into the kind of rapid growth that has been...

Investment Strategies
15 July 2021

Jump Aboard The "Cold Chain": Drug Development, Rapid Delivery

This article examines the channels for testing, holding and moving drugs that have to be stored at...

Company Profiles
14 July 2021

Kleinwort Hambros Taps Into UK's Regional Evolution

We continue to talk to private banks about how they play their UK regional strategy and how this is...

Company Profiles
13 July 2021

UK Regional Strategy Is Long-Term Commitment, Big Deal For UBS

We are looking at a number of international banks' and local UK firms' approaches to the UK...

Investment Strategies
13 July 2021

The Rise Of Digital Health And Genomics In Europe

Terms such as genomics, telemedicine and healthtech are increasingly parts of the investment...

Investment Strategies
30 June 2021

Investment View: Concentrated In Hunt For Alpha - Blue Ocean

This news service spoke to a UK-based firm, Blue Ocean Investment Partners, which believes that...

Tax
25 June 2021

Do The Super-Rich Really Only Pay A 3.4 Per Cent Tax Rate?

The group called ProPublica recently claimed that data on America's 25 richest people showed that...

Fund Management
24 June 2021

Helping Professional Fund Investors Build A Proven Track Record

This publication recently interviewed SharingAlpha, a business that takes the ranking of funds and...

Tax
24 June 2021

Scientist's Tax Offset Delivers Cultural, Family Value

Sometimes objects and their owners have earned a special place in our history and national life....

Legal
22 June 2021

Divorce And CGT - Tax At A Taxing Time

Divorce can be painful for all kinds of reasons. An added source of difficulty in reaching...