News, Comment & Analysis results for Archive

Investment Strategies
21 October 2024

Wealth Managers Warm To Gold As Asset Class

As gold prices hit an all-time high – in a background of deepening Middle East conflicts –...

Client Affairs
21 October 2024

Wealth Managers React To ECB Interest Rate Cut

After the European Central Bank reduced interest rates last Thursday to prop up a weakening...

Tax
21 October 2024

Quilter Tells UK Government: Reform IHT Rather Than Make "Tax Grab"

The seemingly interminable wait for the UK budget (30 October) has seen a fresh burst of...

People Moves
21 October 2024

Who's Moving Where In Wealth Management – Comgest

The latest moves, appointments and other personnel changes in wealth management for the UK, rest of...

People Moves
18 October 2024

Equiom Names Middle East Head

With almost three decades' experience in a number of regions, the new head has worked at places...

Financial Results
18 October 2024

Rathbones Reports Net Operating Income Surge

The London-headquartered wealth and asset manager has been through the process of integrating...

M and A
18 October 2024

US-Based Pathstone Boosts AuM By $45 Billion In Fresh Deal

In what is already a busy M&A market in North American wealth management, Pathstone made a big...

People Moves
18 October 2024

Who's Moving Where In Wealth Management? – Lombard Odier Investment Managers, Hundle

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

Tax
18 October 2024

It's Not Just Millionaires Eyeing UK Exit – Survey

The survey which was conducted among a sample of the UK adult population – not just HNW...

ESG
18 October 2024

Julius Baer Partners With Cathay Pacific Over Sustainable Aviation Fuel

Sustainable aviation fuel, which is made from biogenic waste such as used cooking oil and animal...

Comment & Analysis results for Archive

Trust Estate
23 July 2019

The Importance of Planning in Wealth Succession - The View From Asia

Business and wealth transfer and succession issues are a big deal in Asia and this article provides...

Client Affairs
22 July 2019

The Fiercely Competitive World Of Elite International Schools

A look at how one private school in Switzerland is staying on top of a changing world. ...

Strategy
18 July 2019

WEALTH TALK: Focus On EAMs in Asia, Middle East Developments

In this latest discussion, we talk about issues in the Middle East and Asia. ...

Alt Investments
18 July 2019

How Private Equity Molds Shape Of Single Family Offices

Family offices don't just invest in private equity - the very structures used in this asset class...

Strategy
15 July 2019

WEALTH TALK: Focus On Deutsche Bank, Stonehage Fleming, And Isle Of Man

The latest in the series of videoed discussions around topical issues in the industry. ...

Strategy
15 July 2019

Behavioural Finance: Time To Get Educated

The global professional standards body for financial and investment services says understanding the...

Company Profiles
10 July 2019

Finance-Hungry UHNW Clients Are New Frontier - Wealth Boutique

A new wealth firm argues that UHNW individuals at the higher ends of the spectrum - often with...

Statistics
5 July 2019

WEALTH TALK: Focus On IPOs And "Wealth Justification"

The latest discussion on issues affecting the world's wealth management industry. ...

WM Market Reports
28 June 2019

WEALTH TALK: Focus On Danish Troubles, Switzerland's EU Problem, And Global Wealth

Here is the latest regular discussion of wealth management industry trends. ...

Legal
28 June 2019

UHNWs Brace For More Media Access To UK Family Courts, Legal Comment

Journalists are largely shut out of reporting cases in the UK Family Court. But a review of media...