Surveys
6 December 2024

Advisors Anticipate Move To Equities From Cash – Schroders Survey

This week, UK-based investment manager Schroders released its UK Financial Advisor Survey 2024,...

Statistics
6 December 2024

"Golden Visa" Industry Seen Surging To $100 Billion In 2025 – Report

For all the criticisms and restrictions that are sometimes directed at these schemes, the authors...

People Moves
6 December 2024

Who’s Moving Where In Wealth Management? – GAM Investments, Raffles Family Office

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

Tax
6 December 2024

US Estate, Business Tax Details In Focus After Republicans' Victory

The possibility that estate tax exemptions in the US could be extended rather than sunset, and...

Philanthropy
6 December 2024

Collaboration And Setting Realistic Goals – Wealthy Individuals' Philanthropy

We talk to Citi Private Bank and Barclays Private Bank about how they approach advising wealthy...