News results for Archive

People Moves
25 July 2022

Credit Suisse Reshuffles Leadership In Western Switzerland

The bank announced a number of appointments for the Romande region of the country. ...

Investment Strategies
22 July 2022

European Central Bank Abandons Negative Rates – Reactions

The European Central Bank became the latest major bank in the developed world to hike rates in the...

M and A
22 July 2022

Deals Of The Day: The Latest In Wealth Management M&A – Saltus Group

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

People Moves
22 July 2022

Who's Moving Where In Wealth Management? – Canaccord Genuity Wealth Management, Chase Buchanan Wealth Management, Others

The latest moves and appointments for wealth management roles in the UK, other parts of Europe, the...

Industry Surveys
22 July 2022

Recession Is Inevitable This Year – Natixis Survey

The Natixis Center for Investor Insight has released a mid-year survey, revealing that recession...

Client Affairs
22 July 2022

Exclusive: Increasing Investment Opportunities In 2022 – Alpha Blue Ocean

As Alpha Blue Ocean, an alternative finance specialist family office, celebrates its fifth...

M and A
21 July 2022

Evelyn Partners Streamlines Fund Due Diligence Information

UK wealth management and professional services group Evelyn Partners has partnered with Door, the...

Investment Strategies
21 July 2022

Go For Quality Stocks In Troubled Times – Lombard Odier

Equity markets have fallen and the economic news remains difficult. In such an environment, the...

People Moves
21 July 2022

Oak Group Appoints Managing Director In Jersey

The latest moves and appointments at Oak Group in Jersey. ...

M and A
21 July 2022

FNZ Expands Swiss Footprint With Another Acquisition

The organisation has already been adding to its Swiss business lines, and this acquisition...

Comment & Analysis results for Archive

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...

Legal
21 June 2021

How To Hire Wealth Managers, Mitigate Restrictive Covenant Impact

How should wealth management firms hire wealth managers (often known as “CRMs”, client...

Technology
18 June 2021

Who Said The Sky's The Limit?

The space environment is no longer the sole preserve of government agencies. Today, it is private...

Offshore
18 June 2021

Jersey Keeps Edge Through Tight Compliance - Commentary

The author of this piece says that Jersey's moves over the years to weed out dirty money have...

Tax
15 June 2021

Why Entrepreneurs Contemplate Leaving Germany - Commentary

Germany holds national elections in September, and opinion polls point towards the ascent of...

Strategy
14 June 2021

The UK's Regional Wealth Promise - An Overview

There's plenty of wealth management potential outside the M25 corridor. The government's...