News, Comment & Analysis results for Archive
Deutsche Bank Names New Wealth, Private Banking Head For Germany
There is a new head for the German wealth and private banking operation at the Frankfurt-listed...
Vontobel Acquires Client Book From Switzerland's IHAG Privatbank
The financial terms, and size of the client book, were not disclosed. ...
GAM Partners With Swiss Commodities Specialist
GAM has been busy reconfiguring its business in recent months. ...
What's New In Investments, Funds? – AXA IM, Schroders Capital, Carmignac
The latest news in investment offerings, financial products and other services relative to wealth...
US Fed Cuts Interest Rates By 50 Basis Points – Wealth Managers React
Wealth managers have for some months pondered the asset allocation implications of a cut to US...
Family Offices Dig Into Cash Coffers, Increase Equities, Bonds Exposures – Citi Private Bank
The study of views in the family offices sector sheds light on the asset allocation and risk...
DBS Launches Cryptocurrency Options Trading, Structured Notes
The new options trading and structured notes will only be open to accredited wealth management...
Mediobanca, Partners Group Form Private Markets Pact
The pact between the bank and investment firm highlights continued strong interest in private...
Collas Crill Forms New Trust Company In Jersey
The new entity is aimed at ultra-high net worth families and individuals. ...
The UK-Swiss Financial Services Agreement – The Implications
A mutual recognition treaty for financial services between Switzerland and the UK should...
Comment & Analysis results for Archive
How Fintechs Are Positioning For The Future
The Europe-headquartered group has new business segments in its sights, it tells this publication...
GUEST ARTICLE: The UK's New Anti-Tax Evasion Regime - Guilty Until Somehow Proven Innocent
This article explores how tax evasion, now treated as a strict-liability offence in UK law, raises...
Using Offshore Structures Is Not Illegal, But Stealing Private Data Is - Tax Expert
A leading UK tax lawyer has sounded off about this week's "Paradise Papers", highlighting the...
NEW RESEARCH – Global Compliance, Innovation Trends In Wealth Management
The publisher of this news service has launched a major new research report on global compliance...
We Want To Increase The Financial Confidence Of One Million Women - UBS
The firm's managing director discussed its forward-thinking approach towards improving the services...
Today It's Much More Than Horse Racing That Drives Private Banking At Weatherbys
A private bank with a traditional attachment to the horse racing industry has evolved, making a...
GUEST ARTICLE: Setting Up A Trust For Russian Tax Residents – Most Common Questions
The new rules continue to shape the way Russians think, plan and comply, since their concerns...
Philanthropy, Impact Investing Can Work Side-By-Side - Foundation
The director general of Fondation de Luxembourg discussed the largest area of philanthropy. ...
Cyber-Crime: The Ever-Evolving Threat That Wealth Managers Must Care About
Your correspondent recently attended a conference hosted by industry group PIMFA, which hosted...
BOOK REVIEW: What Everyone Needs To Know About Tax By James Hannam
A lucid examination of the UK tax system, with its maze of rules, comes from a figure working in...
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