News, Comment & Analysis results for Archive

New Office
17 October 2024

New Swiss Wealth Manager Takes Flight

The wealth manager was founded by François Savary and Cédric Mondada, two experts in Geneva's...

M and A
17 October 2024

Deals Of The Day: The Latest In Wealth Management M&A – ACA Group, Effecta

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

Investment Strategies
17 October 2024

Fidelity International's Special Values Fund Likes Banks; Beats Drum For Value

The UK-listed trust, which at the end of August had total assets of £1.232 billion ($1.62...

New Products
17 October 2024

What’s New In Investments, Funds? – Carne Group, WTW, Robeco, Others

The latest news in investment offerings, financial products and other services relative to wealth...

Alt Investments
17 October 2024

BNP Paribas Leans Into Evergreen Investment Approach

The launch is another example of wealth managers making it easier for investors to enter markets...

People Moves
16 October 2024

Who's Moving Where In Wealth Management? – Continuum, EFG AM, Ogier

The latest moves, appointments and personnel changes in wealth management and related organisations...

Financial Results
16 October 2024

Citigroup's Wealth Arm Produces Punchy Q3 Income Result

The division containing a variety of business lines such as private banking and the Citigold...

Investment Strategies
16 October 2024

EXCLUSIVE: Mediolanum Smiles On Fixed Income; Diversified Approach

Investment managers at Mediolanum International Funds discussed their latest asset allocation and...

New Products
16 October 2024

What’s New In Investment, Funds? – LGT Capital Partners, DWS, Fidelity

The latest news in investment offerings, financial products and other services relative to wealth...

Technology
16 October 2024

Digital Digest: The Latest Tech News – Gravis Capital Management

The latest technology news in the wealth management sector from around the world. ...

Comment & Analysis results for Archive

Trust Estate
3 March 2023

Challenges For Multi-Generational Families Over Succession

A take-home point from this article is that for multi-generational family firms to navigate...

Compliance
24 February 2023

Foundations For Effective Corporate Governance

The author argues that UK regulatory expectations largely date back to the financial crisis. At...

Tax
21 February 2023

Soaring Inheritance Tax Receipts Highlight Need For Reform

Inheritance tax receipts are rising, and this suggests that tax brackets are capturing a wider...

Art
9 February 2023

Fine Art Finance – A Change Of Perspective For Your Collection

The international law firm gives a brief tour of the fine art investment landscape, a subject of...

Technology
6 February 2023

An Economic Era Of Data Democratisation?

The author of this article talks about the economic background of inflation and economic...

White Papers
3 February 2023

Achieving Digital Experience Goals With Technology

The author of this article – the second in a series – argues that even in difficult...

Technology
2 February 2023

Where Next For Banks And Digital Assets?

The rout in prices of cryptocurrencies and certain entities last year shook the sector and has left...

Offshore
1 February 2023

Dubai Government Doubles Down In Attracting Onshore, Offshore Wealth

We talk to the government in Dubai – at its economic and tourism department – about its...

Legal
30 January 2023

How Can HNW Individuals Benefit From Litigation Funding Boom?

Litigation funding is an area that can make headlines when a major court case hits the headlines....

Offshore
25 January 2023

New BVI Act Provides Clarity On Virtual Assets

In December, legislation was introduced in the British Virgin Islands for virtual assets. The...