News, Comment & Analysis results for Archive
Proposed US Tax Measure Makes Wall Street, International Investors Queasy – Report
The proposed measure calls for higher taxes for individuals and countries from countries whose tax...
Julius Baer Names Southeast Asia Market Heads, Predecessor Retires
The outgoing market head for the region has been in the banking sector for almost 40 years, 10 of...
IQ-EQ Names Head Of Private Wealth For Jersey
Since he joined as a newly-qualified accountant in 2002 for one of the legacy businesses which now...
Latest UK Wealth Merger Highlights "Consolidation Of The Consolidators"
The coming together this week of two UK-based wealth managers, now owned by private equity houses,...
Summary Of Global Moves In Wealth Management – March 2025
A summary of the main wealth management industry moves around the world during March 2025. ...
With Crypto, Digital Asset Rules In Flux, Consider "Hybrid" Custody Models
This news service recently spoke to a US-based digital custody business serving wealth managers and...
US Court Strikes Down Most Trump Tariffs – Reactions
A three-member trade court has struck down many of the Trump administration tariffs, saying that...
Who’s Moving Where In Wealth Management? – C Hoare & Co
The latest moves, appointments and personnel changes among wealth management and related...
Mattioli Woods, Kingswood Merge To Form £25 Billion Group
Both Kingswood and Mattioli Woods are owned by private equity firm Pollen Street. ...
OPINION OF THE WEEK: A New Investor Visa – Why Now?
In this commentary from a legal expert, the authors lays out why, if a new residency-based system...
Comment & Analysis results for Archive
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...
Why Residency/Citizenship-By-Investment Visas Aren't Going Away
This news service speaks to a business that has offices in a number of jurisdictions – including...
Welrex Says Business Model Taps Need For Change
A new UK-based digital investment management platform for relationship managers, encompassing B2B...
GCC Countries’ Economic Dynamism Attracts Investors And Wealth
In the first of a series of articles, we look at trends in the GCC region's wealth management...
Tech Traps Wealth Managers Must Avoid 2023
The latest edition of our regular "Tech Traps" reports. ...
Developments In Private Bank RegTech – Views From The Experts
Regulatory technology – software that a private bank has to use in order to produce information...
In Tough Times, Private Market Secondaries Can Shine
The venture capital, private equity and other parts of the "private markets" space have been jolted...
Award Winners
WealthTalk - Awards Videos
WealthTechAsia Awards 2021 – UBS
Duration: 3.88m
WealthTalk - From The Editor’s Desk Videos
WEALTH TALK: UK Millionaires And Non-Doms Depart – The Impact
Duration: 18.25m
WealthTalk - Expert View Videos
WealthTalk – "Autocracy Risk" And What It Means For Investors
Duration: 15.90m