News, Comment & Analysis results for Archive

People Moves
17 September 2025

Lombard Odier Names UK Wealth Planning Head

The senior joiner has had a background working for two large private client law firms, bringing...

Family Office
17 September 2025

Family Offices Hold Fire On Asset Allocation In Volatile Times – Citigroup Study

Family offices around the world took a cautious view of their asset allocation and overall risk...

ESG
17 September 2025

The ESG Phenomenon: T Rowe Price Dives Into The "Blue Economy"

The latest developments in the ESG space. ...

People Moves
17 September 2025

Who’s Moving Where In Wealth Management? – BCB, Kingsley Napley, Boodle Hatfield, Others

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

Surveys
16 September 2025

Women-Powered Business Exit Values Nearly Match Male-Led Firms – JP Morgan

This week, JP Morgan Private Bank celebrated the fifth anniversary of its “Top 200 Women-Powered...

Comment & Analysis results for Archive

New Office
8 October 2024

The Bahamas: A Complete And Compelling Choice - Part 2

This document sets out areas that continue to preoccupy financial services professionals working in...

Tax
1 October 2024

Non-Doms, Fairness And Family Enterprise – In Conversation With Philip Marcovici

While debate appears open on whether and how the UK's non-dom system will disappear, we talk to a...

Strategy
10 September 2024

With Outsourced CIO Models, There's No Substitute For Experience – SEI

We talk to the Oaks, Pennsylvania-headquartered firm about its outsourced CIO business and the...

Investment Strategies
1 August 2024

Stonehage Fleming Leans Into Tech, Healthcare

A desire for delivering above-average organic growth, and firms that have a strong culture and...

Company Profiles
31 July 2024

With Big Event Security Under Spotlight, Have A Plan – Global Guardian

Amidst all the fun and spectacle of great sporting events and cultural festivals, a difficult...