News, Comment & Analysis results for Archive

Tax
12 January 2026

UK Inheritance Tax Squeeze Accelerates Business Transfers

The survey adds to a picture of UK business owners changing their behaviour – in some cases even...

Investment Strategies
12 January 2026

Chinese, US Consumers Critical To The Luxury Goods Sector In 2026 – Berenberg

German-headquartered investment bank and boutique asset manager Berenberg has published its 2026...

WM Market Reports
12 January 2026

EXCLUSIVE: BWC Benchmarking Study Gives Data "Treasure Trove" On UK Wealth Industry

A new report on the UK private banking, wealth management and brokerage sector gives unrivalled...

Wealth Strategies
9 January 2026

OPINION OF THE WEEK: What Asset Allocators Have On Their Plate This Year

The editor takes a brief look at the sort of considerations in play for wealth managers seeking to...

Investment Strategies
9 January 2026

Investors "Too Optimistic" On Future Earnings Growth – Bank J Safra Sarasin

When looking for equities, investors must consider whether AI is going to boost growth sufficiently...

Comment & Analysis results for Archive

M and A
29 May 2024

Swiss Bank Consolidation Chatter Shows How Scale Dominates Thinking

Regardless of the truth of specific rumours and media stories, the idea that more Swiss banks might...

Technology
14 May 2024

Exclusive: FIS Focuses On AI’s Wealth Management Role

Russell Andrews, head of wealth and asset management EMEA, capital markets at Florida-headquartered...

ESG
9 May 2024

EXCLUSIVE: Spotlight On Regenerative Agriculture, Forestry – SLM Partners

Paul McMahon, a co-founder and managing partner of asset manager SLM Partners, discusses why there...

Offshore
17 April 2024

How Citizenship/Residency-By Investment Programmes Evolved - And What's Next

A marker for globalisation and the degree of unfettered movement that people enjoy, the market for...

Investment Strategies
5 March 2024

Managing Autocracy Risk Is Big Wealth Protector

A quick perusal of news headlines underscores why the risk of holding firms exposed to...