News, Comment & Analysis results for Archive

People Moves
14 May 2026

Aztec Group Names New CEO

The new CEO brings deep commercial and technology expertise, a track record of leading complex...

People Moves
14 May 2026

LGT Names New Thailand Wealth Business Chief Executive

The appointment also speaks to how Thailand's profile as a wealth management jurisdiction has risen...

People Moves
13 May 2026

Who’s Moving Where In Wealth Management? – Foster Denovo, Peel Hunt, Others

The latest moves and appointments for wealth management roles in the UK, other parts of Europe, the...

People Moves
13 May 2026

Carmignac Boosts Investment Team With Four Hires

These appointments will enhance the firm's research capabilities, helping it to identify long-term...

WM Market Reports
13 May 2026

UBS Survey Lifts Lid On How Families Prepare For Inheritance, Change

With a multi-trillion-dollar wealth transfer under way, preparing upcoming generations for the...

Client Affairs
13 May 2026

Wealth Managers Fret As UK Prime Minister Clings To Office

Wealth managers discuss the investment impact of the potential resignation of UK Prime Minister Sir...

People Moves
13 May 2026

EFG CEO To Become Swiss Bankers Association New Chair

There's change at the top of a banking association that has not been afraid to make its views known...

ESG
13 May 2026

The ESG Phenomenon: Climate X, Orbis Advisory

The latest developments in the ESG space. ...

New Products
13 May 2026

What’s New In Investments, Funds? – Ardian, iCapital, Franklin Templeton, Fidelity

The latest news in investment offerings, financial products and other services relevant to wealth...

Alt Investments
13 May 2026

Partners Group Enters Bank Of East Asia Distribution Pact

The partnership will give BEA's wealth management and HNW clients access to a selection of Partners...

Comment & Analysis results for Archive

Trust Estate
3 March 2023

Challenges For Multi-Generational Families Over Succession

A take-home point from this article is that for multi-generational family firms to navigate...

Compliance
24 February 2023

Foundations For Effective Corporate Governance

The author argues that UK regulatory expectations largely date back to the financial crisis. At...

Tax
21 February 2023

Soaring Inheritance Tax Receipts Highlight Need For Reform

Inheritance tax receipts are rising, and this suggests that tax brackets are capturing a wider...

Art
9 February 2023

Fine Art Finance – A Change Of Perspective For Your Collection

The international law firm gives a brief tour of the fine art investment landscape, a subject of...

Technology
6 February 2023

An Economic Era Of Data Democratisation?

The author of this article talks about the economic background of inflation and economic...

White Papers
3 February 2023

Achieving Digital Experience Goals With Technology

The author of this article – the second in a series – argues that even in difficult...

Technology
2 February 2023

Where Next For Banks And Digital Assets?

The rout in prices of cryptocurrencies and certain entities last year shook the sector and has left...

Offshore
1 February 2023

Dubai Government Doubles Down In Attracting Onshore, Offshore Wealth

We talk to the government in Dubai – at its economic and tourism department – about its...

Legal
30 January 2023

How Can HNW Individuals Benefit From Litigation Funding Boom?

Litigation funding is an area that can make headlines when a major court case hits the headlines....

Offshore
25 January 2023

New BVI Act Provides Clarity On Virtual Assets

In December, legislation was introduced in the British Virgin Islands for virtual assets. The...