News, Comment & Analysis results for Archive

People Moves
27 June 2025

ZEDRA Names New Chief Executive

The international organisation has a new chief executive ...

Client Affairs
27 June 2025

UK Group Launches Revised Apprenticeship In Financial Planning, Paraplanning

The New Talent Alliance – an industry-led initiative aimed at improving access to careers in...

Technology
27 June 2025

AI Spreads Through UK's Asset Management Industry

Never mind whether there is a lot of hype about AI – a survey of UK asset managers suggests its...

Investment Strategies
27 June 2025

Advisors Increase Fixed Income Allocations – BNY Investments Research

New York-headquartered The Bank of New York Mellon Corporation, has released new research this week...

People Moves
26 June 2025

Who’s Moving Where In Wealth Management? – Collas Crill, CISI, LLB Group

The latest moves, appointments and personnel changes among wealth management and related...

Comment & Analysis results for Archive

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...

Company Profiles
20 October 2023

UK's Oakley Capital Stays Nimble As Rates Affect Private Markets

After a decade or more of being told that private market investing was a hot area, drawing in...

Fund Management
19 October 2023

Focus On Ireland As A Growing Financial Hub

Michael D’Arcy, former Irish minister of state at the department of finance, discusses the...

White Papers
13 October 2023

Research: Tech & Ops Wealth Trends In Wealth Management 2023

The 26-page report examines the issues and concerns affecting the shape of technology and...

Tax
9 October 2023

Sparing No One: Cross-Border Taxation of Globally Mobile Individuals – Part 2

This article continues to examine – via the circumstances of Prince Harry and Meghan, the...