News, Comment & Analysis results for Archive

Compliance
10 July 2026

EU's Quest To Unify Financial, Investment Regime Continues To Cause Worries

Luxembourg – home to a multi-trillion euro cross-border funds market, several banks and other...

Surveys
10 July 2026

Affluent, HNW Singaporeans Lead World In Use Of AI In Finance, Investments

Continuing a series of articles about how clients' use of AI puts advisors under pressure to...

M and A
10 July 2026

Quilter Financial Planning Welcomes SRB Financial Planning

The new strategic partner firm brings a strong client base to Quilter along with ambition and the...

People Moves
10 July 2026

Who’s Moving Where In Wealth Management? – EV, Mattioli Woods, Nomura AM, Others

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

Offshore
10 July 2026

Gibraltar Raises Minimum Net Wealth On Residency Applicants, Opens Schengen Access

The changes come about as a new treaty between the UK and European Union takes effect from 15 July,...

Comment & Analysis results for Archive

Investment Strategies
19 December 2024

2025 Private Credit Predictions: An Expert Perspective

A 26-year veteran of the alternative investments sphere – including private credit – explains...

Offshore
9 December 2024

The Bahamas: A Complete and Compelling Choice 2024

This publication carries a spread of articles and insights about the Caribbean jurisdiction. ...

Investment Strategies
18 November 2024

US Equities, Dollar Delivers Ringing Endorsement Of Trump. What Now? – WELREX - Part 2

We publish the second part of this analysis which examines the implications of the US presidential...

Investment Strategies
14 November 2024

US Equities And Dollar Have Delivered Ringing Endorsement Of Trump. What Now? – WELREX - Part 1

The first in a two-part detailed analysis about what the financial markets could do in the next...

Alt Investments
4 November 2024

In Troubled Times, What's The Investment Case For Fine Alcohol?

Whether it is fine wine, whisky or cask tequila, there is a case, so advocates for investing say,...