News, Comment & Analysis results for Archive
What’s New In Investments, Funds? – Aberdeen, Titanbay
The latest news in investment offerings, financial products and other services relative to wealth...
Clients Seek UK Inheritance Tax Solutions As Burdens Mount – Rathbones
With financial planners at UK wealth manager Rathbones reporting a surge in client queries about...
Wealth Managers Cautious As US Tariffs Hit India
After US President Donald Trump's higher-than-expected 50 per cent tariffs kicked in...
Rothschild & Co Forms Gulf Region Referral Pact With Liechtenstein's LLB
The announcement, from the European private banking house that it is teaming up with...
Guernsey Boosts UK Capital Inflow – Guernsey Finance
The Channel Islands jurisdiction's report about the value such an IFC brings to the UK comes at a...
European Wealth Tech Platform Targets "DACH" Region
The business, called Flanks, has appointed a former FNZ senior figure to build up the Germany,...
Compliance Corner: BCP, Dubai Financial Services Authority
The latest compliance news: regulatory developments, punishments, guidance, permissions and new...
Many Firms Still Aren't Ready For UK's Fraud Prevention Regime – Dentons
The new law, introduced under 2023 legislation, is extra-territorial in its scope – so businesses...
UBS Reaches $115 Million Derivatives-Related Settlement
UBS has been seeking to draw a line under a number of outstanding issues accompanying its emergency...
SJP Appoints New Singapore Chief Executive
The UK-listed firm, which has been operating in Asia for 11 years, named one of its senior figures...
Comment & Analysis results for Archive
How "Evergreen" Approach Wins Friends For Private Markets
There appears to be something of a trend towards "perpetual" or "evergreen" fund structures that...
Bringing Great Eye Vision To The Poor – A Hong Kong Philanthropist's Tale
Chen’s philanthropy journey throws light on an important aspect of charity that can be...
Private Investigation Sector Never Busier As Risks Proliferate
Whether it is cyber hackers, corrupt staff, kidnappers or vengeful former spouses, there's plenty...
Monetary Metals Says Gold Yield Marketplace Fits Wealth Menus
Confounding the standard line that gold doesn't produce a yield, a business that uses gold to earn...
BNP Paribas' Wealth Arm Builds German Business Momentum, Broader Growth Beckons
The Paris-based group, which operates in a number of countries, spoke to this news service about...
UK's Walter Scott Steers Long-Term, Highly "Active" Course
We talk to a Scotland-based fund management house that puts big stress on what it regards as...
INTERVIEW: Wealth Managers Must Get Proactive About Handling Elder Abuse
This news service talks to a UK-based law firm about the problem of "elder abuse" – a term...
Banking, Wealth Sector In Ferment – A Talent Management Overview
What makes a good wealth manager, and what are the skills and qualities in demand today, and what...
BOOK REVIEW: In Defence Of Capitalism, By Rainer Zitelmann
While unlikely to sway those already hostile to the free market economic system, this book puts a...
Avaloq Sees UK Opportunities From M&A, Tech Changes
Mergers and acquisitions, artificial intelligence, blockchain technology and secular drivers of...