News, Comment & Analysis results for Archive

People Moves
15 August 2025

Sarasin & Partners Names New Private Client Head

The new private client head, who has been with the firm for nearly 20 years, will focus on...

Tax
15 August 2025

OPINION OF THE WEEK: As Fiscal Woes Mount, Middle Class In Firing Line

Amid press speculation that the UK will start to cap gifts to potential heirs and others, the...

People Moves
14 August 2025

Who’s Moving Where In Wealth Management? – SEI, Schroders

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

People Moves
14 August 2025

The Openwork Partnership Names New CEO

The new CEO has had an “impressive” 30-year career serving in senior leadership roles in the...

WM Market Reports
14 August 2025

Gulf Region's Asset Managers' AuM On Rising Path; No Room For Complacency – BCG

The 9 per cent rise in AuM last year came largely from rising markets rather than inflows,...

Surveys
14 August 2025

Family Office Sector Wants More Alternative Investment; Infrastructure Big Favourite – Study

There's been a steady drumbeat of talk about how wealth managers, including family offices, are...

Investment Strategies
14 August 2025

Markets Shrug Off Tariffs But Impact May Hit Home Later – VP Bank

The European private bank, which operates in regions including Asia, has joined other wealth...

Financial Results
14 August 2025

Utmost Wealth Solutions Announces Positive HY 2025 Results

Utmost Wealth Solutions, a provider of insurance-based wealth solutions and part of the...

People Moves
14 August 2025

Deutsche Bank UK Makes Senior Hires

Deutsche Bank UK hired new private bankers to serve ultra-high net worth individuals and family...

Tax
14 August 2025

UK Government's Rumoured Gift Squeeze Puts Wealth Planning In Focus

With a Labour government wrestling with a large fiscal shortfall (arguably, partly self-induced)...

Comment & Analysis results for Archive