News, Comment & Analysis results for Archive

Tax
3 September 2025

Clients Seek UK Inheritance Tax Solutions As Burdens Mount – Rathbones

With financial planners at UK wealth manager Rathbones reporting a surge in client queries about...

Investment Strategies
3 September 2025

Wealth Managers Cautious As US Tariffs Hit India

After US President Donald Trump's higher-than-expected 50 per cent tariffs kicked in...

Strategy
2 September 2025

Rothschild & Co Forms Gulf Region Referral Pact With Liechtenstein's LLB

The announcement, from the European private banking house that it is teaming up with...

Surveys
2 September 2025

Guernsey Boosts UK Capital Inflow – Guernsey Finance

The Channel Islands jurisdiction's report about the value such an IFC brings to the UK comes at a...

People Moves
2 September 2025

European Wealth Tech Platform Targets "DACH" Region

The business, called Flanks, has appointed a former FNZ senior figure to build up the Germany,...

Comment & Analysis results for Archive

ESG
14 November 2023

"Greenwashing" Controversies Focus Minds On What Investors Own

This news service talks to the MFO – born from a series of corporate mergers and acquisitions –...

ESG
14 November 2023

How Blending Philanthropy, Investment Creates "Win-Wins" – Pictet

This news service recently spoke to a senior Pictet figure about the work it does on...

Compliance
9 November 2023

FINMA's Cryptocurrency Stance Makes Swiss Industry Nervous

Switzerland has made waves in the world of cryptos and digital assets. Its "crypto valley" in Zug...

Family Office
25 October 2023

EXCLUSIVE: A Walk Around Germany's Single-Family Offices Sector – Part 2

In part one of this two-part feature, this publication talked to German banks about their work with...

Family Office
24 October 2023

EXCLUSIVE: A Walk Around Germany's Single-Family Offices Sector – Part 1

As it is high time that this news service took a deep dive into the German single-family offices...