News, Comment & Analysis results for Archive

Statistics
9 October 2024

I'm A UK Millionaire – Get Me Out Of Here, Think Tank Says

In the approach to the 30 October UK budget, a report from an economics think tank says that HNW...

Financial Results
9 October 2024

LLB Group Raises SFr200 Million In Capital, Positions For Growth

The Liechtenstein-headquartered private banking group said the debt issuance will strengthen its...

Alt Investments
9 October 2024

Family Offices Expect Vigorous Hedge Fund Capital-Raising Over Next Three Years – Survey

The survey covered family offices' attitudes to the world's $4.6 trillion industry. Separately,...

People Moves
9 October 2024

Bank Syz Adds To Front-Office Teams

In addition to the hires, the Swiss lender said it is presenting its offerings via a "Welcome to...

People Moves
9 October 2024

Who’s Moving Where In Wealth Management? – Julius Baer International, Collyer Bristow, Others

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

Alt Investments
9 October 2024

Interview: Japanese Private Equity Potential Growth Remains Large – EY

This news service talks to EY, aka Ernst & Young, about the state of the private equity market in...

M and A
8 October 2024

Deals Of The Day: The Latest In Wealth Management M&A – Cazenove Capital, Whitley AM

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

Strategy
8 October 2024

ANALYSIS: Wurster’s Challenge At Schwab: Don’t Mess Things Up

Our US correspondent looks at the change at the top of the US brokerage and financial services...

Trust Estate
8 October 2024

Financial Advice, Planning In A Fast-Moving World – In Conversation With Stephenson Harwood

As the UK moves to shut down the non-dom system, and other jurisdictions' charms wax and wane, a...

Tax
8 October 2024

Conference Preview: UK, Swiss Approaches To Taxation Of HNW Individuals – A Comparison

A conference exploring the implications of the end of the UK's resident non-dom system, and how...

Comment & Analysis results for Archive

Art
20 November 2018

Managing the Family Art Collection As A Business

An art and investment expert argues that just like a family business, every family art collection...

WM Market Reports
7 November 2018

Reporting Capabilities – The Next Battleground for IFA Assets? Chapter 4

This is the fourth chapter taken from a major new report by this news service on how wealth...

Company Profiles
6 November 2018

Hunting For The Best Seats At The Alternative Investments Table

Improving how private clients gain access to alternative investments and other areas once...

WM Market Reports
5 November 2018

Making Consolidated Reporting a Reality – Chapter 3

This is the third chapter from the research report this news service has issued about all aspects...

Compliance
2 November 2018

Unexplained Wealth Orders: What Wealth Managers Should Know

The new UK powers were introduced several months ago and it remains vital for wealth managers to...

Trust Estate
2 November 2018

BOOK REVIEW: Freedom From Wealth By Charles Lowenhaupt

The founder of a wealth advisory business has written a book explaining how those who bestow and...

WM Market Reports
30 October 2018

EDITORIAL ANALYSIS: The Challenge, Opportunity From China's Billionaire Explosion

Last week's UBS/PwC report contained many interesting elements, with the astonishing rise of...

WM Market Reports
25 October 2018

Good Client Reporting - Regulatory Burden Or Client Engagement Tool? - Research Report

Here is the latest research report from the publisher of this news service. ...

WM Market Reports
25 October 2018

Performance Reporting - A Missed Engagement Opportunity - Chapter 1

This is the first chapter from a report, which this news service is launching today, on the crucial...

Wealth Strategies
18 October 2018

A Family Office Says Avoid Getting Obsessed Over Liquidity

In this commentary the European family office addresses the risks of being overly concerned with...