News, Comment & Analysis results for Archive

M and A
4 December 2024

BlackRock Bulks Up Private Credit Capability With Acquisition

BlackRock said the private debt market is due to more than double to $4.5 trillion in 2030. ...

People Moves
4 December 2024

Nutshell AM Names New Chairman

London-based global equity boutique Nutshell Asset Management hires British billionaire businessman...

Financial Results
4 December 2024

Standard Chartered Sets Out "Ambitious" Net New Money, Income Growth Goals

The banking group, which earns the bulk of its revenues outside the UK in regions such as Asia, the...

People Moves
4 December 2024

Evelyn Partners Names New Intermediaries Head

The appointment of a former senior figure from Deutsche Bank, Close Brothers AM and Coutts comes a...

People Moves
4 December 2024

Switzerland's Marcuard Heritage Enhances Partner Bank Strategy

The firm has has brought an expert from the desk for independent wealth managers into its own...

M and A
3 December 2024

Deals Of The Day: The Latest In Wealth Management M&A – Shackleton

The latest mergers, acquisitions and other corporate actions in the wealth management sector. ...

People Moves
3 December 2024

Who’s Moving Where In Wealth Management? – C Hoare & Co, Charles Russell Speechlys, Others

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

Legal
3 December 2024

BDB Pitmans Rebranded Under Broadfield Name

The law firm, formed out of a merger six years ago, is taking on a new name. ...

M and A
3 December 2024

Bank J Safra Sarasin Buys Into Medtech Expertise

The firm has bought all the share capital of a specialist investment firm with a focus on medical...

Alt Investments
3 December 2024

MSCI Leans Into Wealth Sector With New Indices

Mapping the territory of private market investing can be difficult, but the rewards for capturing...

Comment & Analysis results for Archive

Legal
21 June 2021

How To Hire Wealth Managers, Mitigate Restrictive Covenant Impact

How should wealth management firms hire wealth managers (often known as “CRMs”, client...

Technology
18 June 2021

Who Said The Sky's The Limit?

The space environment is no longer the sole preserve of government agencies. Today, it is private...

Offshore
18 June 2021

Jersey Keeps Edge Through Tight Compliance - Commentary

The author of this piece says that Jersey's moves over the years to weed out dirty money have...

Compliance
17 June 2021

Basel’s Cryptoasset Stance Is No “Green Light,” But A Warning - Commentary

A wealth management figure and frequent commentator on financial affairs says that a global banking...

Tax
15 June 2021

Why Entrepreneurs Contemplate Leaving Germany - Commentary

Germany holds national elections in September, and opinion polls point towards the ascent of...

Strategy
14 June 2021

The UK's Regional Wealth Promise - An Overview

There's plenty of wealth management potential outside the M25 corridor. The government's...

Fund Management
10 June 2021

Lifting The Fog On ESG's Data Problem

Calls are growing for accurate high-quality ESG data that is assessed under a global standard....

Tax
27 May 2021

A Global Minimum Corporate Tax Rate - Smart Policy Or "Tax Cartel"?

Setting a global minimum corporate tax rate among major industrialised nations has the certain...

Offshore
27 May 2021

Switzerland's Edge As Intellectual Property Hub - Comment

The author of this comment talks about the benefits of intellectual property registration as an...

Investment Strategies
24 May 2021

We Need To Talk About Inflation - Wealth Managers' Reactions

Whether it is a temporary rise or something more durable, recent data pointing to a sharp rise in...