News, Comment & Analysis results for Archive

Legal
21 August 2025

Citigroup Investigated HR Complaints Against Wealth Division Chief – Report

The complaints reportedly came from current and former members of staff, the report, which did not...

Investment Strategies
21 August 2025

UK Inflation's Hot Summer Surprise: Wealth Managers' Reactions

After annualised UK inflation rose by higher than expected in July, wealth managers comment. ...

Uncategorised
21 August 2025

UOB Private Bank Completes Another International Next Gen Programme

The course for young adult members of UHNW families – from eight countries – speaks to how...

Surveys
21 August 2025

UK Red Tape Hampers Charitable Giving – Rathbones

Complex regulation deters many wealthy families from leaving money to charities in their will,...

People Moves
21 August 2025

Who’s Moving Where In Wealth Management? – Sarasin & Partners, Oberon, Quilter

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

Comment & Analysis results for Archive

Company Profiles
25 November 2022

Standard Chartered's Advisory Strengths Tapped In Testing Times

This news service continues to profile organisations making an impact in the Channel Islands of...

Fund Management
24 November 2022

Niche Carmignac Fund Aims To Win Big In Family-Owned Companies Space

We talk to a manager of a fund that concentrates on family-owned businesses, and these can range...

Wealth Strategies
22 November 2022

Does Liability-Driven Investment Have Any Place In Wealth Managers' Toolkits?

The area of liability-driven investment is a specialist approach to managing money for final-salary...

Investment Strategies
9 November 2022

Cash-Rich Firms Can Tap M&A Opportunities As Rates Rise

Companies with plenty of cash stand to benefit from the M&A opportunities that can be thrown up in...

Fund Management
8 November 2022

Focus On Long-Term Investment Opportunities – Baillie Gifford

Faced with soaring inflation, rising interest rates and geopolitical conflicts, investment managers...