News, Comment & Analysis results for Archive

M and A
27 August 2025

Carlyle Buys Wealth Advisor Software Business For Up To $200 Million

The transaction is designed to boost the position of intelliflo in the UK and accelerate its...

Offshore
27 August 2025

HNW Individuals Seeking Foreign Residency Must Plan, Show Realism – Former New Zealand Minister

This publication recently spoke to a former New Zealand cabinet minister who has turned to the...

People Moves
27 August 2025

Private Markets Platform, Advisor Names US CEO

As well as building portfolios for clients, the Berlin-headquartered business, which operates in...

M and A
27 August 2025

Abu Dhabi-Backed Firm Acquires Brevan Howard Stake, Plans Funds Suite

As the article illustrates, sovereign wealth funds in a number of Gulf states are buying into...

Statistics
27 August 2025

More Americans Want UK Citizenship, Official Data Shows

Never mind the sometimes indifferent UK weather, domestic political angst and worries about rising...

Comment & Analysis results for Archive

Client Affairs
1 December 2022

HNW Individuals' Public Profiles Risk Reputation Threats

Social media and the constant flow of news puts HNW people under intense scrutiny. Here is an...

Legal
30 November 2022

Invisible Contracts When Moving In With A Partner

Couples choosing to cohabit should consider documenting their intentions in relation to their...

Compliance
29 November 2022

Digital Asset Market Becomes Fraudsters' Playground

The author of this article says that a lack of effective regulation, combined with an audience...

Compliance
29 November 2022

The FTX Collapse: The Lessons

The author of this article argues that the failures with FTX are little to do with regulation or...

Technology
28 November 2022

The FTX Collapse: When Mistruths Over Rules, Risk And Impact Spread

ESG investors and boosters should learn from the FTX collapse, for instance what happens if certain...