Tax
6 January 2026

Andersen Frowns At US Relief From Minimum Corporate Tax Regime

A carve-out for US-based corporates from elements of a proposed global minimum tax regime suggests...

Investment Strategies
6 January 2026

Wealth Managers Ponder Venezuela Fallout

The Trump administration certainly began 2026 in dramatic fashion, announcing the capture of the...

Company Profiles
6 January 2026

Expanding Klay Sets Sights On Swiss Entry, Explains Business Model

The rise of such firms highlights how HNW and ultra-HNW individuals, often with multiple bank...

People Moves
6 January 2026

Who's Moving Where In Wealth Management? – Helvetic Trust, Algebris, Amundi, Others

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

Market Research
6 January 2026

Commodity Markets, China Top Performers In 2025 – AIC

The UK’s Association of Investment Companies has released new research for closed-ended...

People Moves
6 January 2026

Afin Bank Names New Head Of High Net Worth And Diaspora Banking

In a short time, the new head has already made an "exceptional" contribution to Afin Bank,...

M and A
5 January 2026

Deals Of The Day: The Latest In Wealth Management M&A – MetLife Investment Management, PineBridge

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

Strategy
5 January 2026

Why Family Governance Matters In Modern Wealth Planning

The following guest commentary argues that governance is central to wealth planning conversations. ...

People Moves
5 January 2026

Summary Of Senior Moves In Global Wealth Management – November 2025

A summary of moves, appointments, and personnel changes in the world's wealth management sector. ...

People Moves
5 January 2026

Who's Moving Where In Wealth Management? – HKIFA, Standard Chartered

The latest moves, appointments and personnel changes in Asia-Pacific wealth management. ...