News, Comment & Analysis results for Archive

Client Affairs
26 May 2026

Rathbones Expands Talent Programme With New Initiatives

The expansion of existing schemes will strengthen the business’ long-term talent pool. ...

Technology
26 May 2026

ANALYSIS: What Advisors Should Tell Clients Who Use AI For Guidance?

The editor looks at clients' use of AI tools to research financial material and even suggest ideas...

People Moves
22 May 2026

UBS EMEA Wealth Head To Swap Zurich For Middle East

The bank said latest moves "underscore" its commitment to the Middle East region. ...

Financial Results
22 May 2026

Julius Baer's AuM Edges Higher; Expects "Substantially Higher" Profit, But Shares Fall

Among the details, the bank reconfirmed its net new money target of 4-5 per cent by 2028, and said...

Financial Results
22 May 2026

UK's Close Brothers Expects Operating Loss To Be Lower Than Earlier Guidance

The London-listed UK bank, beset by the country's motor finance misselling affair, issued a trading...

Comment & Analysis results for Archive

Tax
6 October 2023

Sparing No One: Cross-Border Taxation of Globally Mobile Individuals - Part 1

This is the first of a highly detailed examination of cross-border tax issues for individuals...

Alt Investments
4 October 2023

How Hedge Fund Investors Keep Composed In Volatile World

This news service talks to Sussex Partners, a UK-based business that advises institutions about...

Family Office
28 September 2023

Family Offices Aren't Shunning Risk, But Getting Smarter – Citi Private Bank

After its survey emerged a few weeks ago, Citi Private Bank spoke again to this news service about...

White Papers
21 September 2023

Winning Women In MENA: How Wealth Managers Can Help Further Female Empowerment

A new report from this news service, in partnership with First Abu Dhabi bank, explores what HNW...

Strategy
15 September 2023

Learning From The UK "De-Banking" Furore – A Modern Bank's Perspective

A new financial services firm that calls itself a "Coutts-Revolut" hybrid reflects on the recent...