News, Comment & Analysis results for Archive

M and A
23 December 2024

Summary Of Wealth Management, Private Banks' M&A In H2, 2024

A summary of wealth management and private client firms' M&A activity in the second half of 2024. ...

Tax
23 December 2024

Wealth Managers React To Rise In UK Inheritance Tax Receipts

Wealth managers react to the latest figures from HM Revenue and Customs – showing another rise in...

Investment Strategies
23 December 2024

US Equities Remain Wealth Firms’ Darling, But Diversification Talk Gets Louder

As the end of 2024 approaches, the editorial team here has as usual received predictions from...

Financial Results
23 December 2024

Summary Of Third-Quarter Private Bank, Wealth Management Financial Results

The results focus on the largest institutions which provide wealth management.  ...

Statistics
23 December 2024

UAE Tops "Passport Power Rank"

Such rankings of passports by their ability to garner visa-free travel are examples of how...

Investment Strategies
20 December 2024

Fed Cuts Rates; Stance On Easing Clatters Stocks - Reactions

Comments made by the US Fed chairman that suggest limited further scope for rate cuts in 2025 went...

Investment Strategies
20 December 2024

Close Brothers AM Overweight In Equities In 2025

Close Brothers Asset Management’s asset class heads share their insights on asset allocation and...

People Moves
20 December 2024

Brown Shipley Bolsters Leeds Presence

Wealth manager Brown Shipley, a Quintet Private Bank, this week appointed a new wealth planner in...

Strategy
20 December 2024

Why Data, Ease Of Integration Are King In A Buy And Build Strategy 

With integration challenges often causing many M&A deals to fail, the importance of getting this...

Alt Investments
20 December 2024

The "Hands-On" VC Fund Approach Of Switzerland's Infinitas Capital

We talk to a Swiss single-family office that is making waves, it says, in biotech and disruptive...

Comment & Analysis results for Archive