News, Comment & Analysis results for Archive

Tax
14 August 2025

UK Government's Rumoured Gift Squeeze Puts Wealth Planning In Focus

With a Labour government wrestling with a large fiscal shortfall (arguably, partly self-induced)...

Financial Results
14 August 2025

UBS Shares Slip Slightly After Large Share Sale – Report

An unidentified investor has sold its entire stake in the Zurich-listed bank. ...

People Moves
13 August 2025

Who’s Moving Where In Wealth Management? – Saffery Trust Cayman, Charles Stanley

The latest moves, appointments and personnel changes in wealth management for the UK, rest of...

Uncategorised
13 August 2025

AITi Global Gets Near $100 Billion Assets Milestone

One of the largest multi-family offices and non-bank wealth management organisations globally, AITi...

People Moves
13 August 2025

Ascot Lloyd Names New Chief Tech & Operations Officer

Ascot Lloyd, a UK financial advice firm, creates new role, bringing together Ascot Lloyd’s...

Comment & Analysis results for Archive

Awards
1 April 2022

Editorial Comment: Why Wealth Managers Should Be Proud

The wealth management sector is sometimes – understandably perhaps – shy of putting its case...

Technology
29 March 2022

An Overview From EY On Tech Traps Facing The Sector

EY has once again partnered with this publication on our must-read annual report "Technology Traps...

Investment Strategies
24 March 2022

The March Of The Robots – The Investment View

Use of robots is set to continue, even accelerate, but they will create new industries and roles,...

Compliance
23 March 2022

What Price Privacy? UK Drive For Foreign Owners' Transparency

The author of this article argues that regardless of how the geopolitical landscape changes in the...

Company Profiles
22 March 2022

EXCLUSIVE INTERVIEW: Banker Becomes Soldier In Ukraine's Frontline

There are plenty of former soldiers, aircrew and naval personnel who have joined the ranks of...