News, Comment & Analysis results for Archive

People Moves
5 October 2026

RBC WM Names New Chief Commercial Officer To Drive Europe Strategy

RBC Wealth Management has made a series of appointments, including chief commercial officer, as...

Asset Management
5 October 2026

What's New In Investments, Funds? – Capital Group

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

Technology
5 October 2026

ANALYSIS: Sports Finance Benefits From AI "Moat" – A Look At The Sector

We look at a possibly under-appreciated aspect of sports finance and why wealth management is...

Technology
5 October 2026

Cyber Budgets To Rise As AI Threats Grow – PwC Survey

The firm's Survey of 71 countries found that 84 per cent of respondents expect cyber spending to...

Strategy
2 October 2026

Hawksford Folds Luxembourg Businesses Into Single Group

The global corporate and fund services provider has combined United Luxembourg, Equiom Luxembourg...

UHNW Institute
2 October 2026

The UHNW Institute's "Table Stakes" Framework Explained

This news service met with the UHNW Institute recently to discuss how an important new framework...

Strategy
2 October 2026

BNP Paribas Expands With Nordic Region Wealth Business

The Paris-headquartered bank cited data showing that a growing number of ultra-HNW individuals are...

M and A
2 October 2026

Nuveen Completes Schroders Purchase

Over the next 12 to 18 months, Schroders will continue to operate separately within Nuveen, the...

People Moves
2 October 2026

Who’s Moving Where In Wealth Management? – RBC BlueBay AM, Lincoln International

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

Investment Strategies
2 October 2026

EXCLUSIVE: Carmignac Positive On Tech-Driven Emerging Markets

This news service visited wealth managers in Paris last week to discuss their wealth and asset...

Comment & Analysis results for Archive

Fund Management
19 October 2023

Focus On Ireland As A Growing Financial Hub

Michael D’Arcy, former Irish minister of state at the department of finance, discusses the...

White Papers
13 October 2023

Research: Tech & Ops Wealth Trends In Wealth Management 2023

The 26-page report examines the issues and concerns affecting the shape of technology and...

Tax
9 October 2023

Sparing No One: Cross-Border Taxation of Globally Mobile Individuals – Part 2

This article continues to examine – via the circumstances of Prince Harry and Meghan, the...

Tax
6 October 2023

Sparing No One: Cross-Border Taxation of Globally Mobile Individuals - Part 1

This is the first of a highly detailed examination of cross-border tax issues for individuals...

Alt Investments
4 October 2023

How Hedge Fund Investors Keep Composed In Volatile World

This news service talks to Sussex Partners, a UK-based business that advises institutions about...

Family Office
28 September 2023

Family Offices Aren't Shunning Risk, But Getting Smarter – Citi Private Bank

After its survey emerged a few weeks ago, Citi Private Bank spoke again to this news service about...

White Papers
21 September 2023

Winning Women In MENA: How Wealth Managers Can Help Further Female Empowerment

A new report from this news service, in partnership with First Abu Dhabi bank, explores what HNW...

Strategy
15 September 2023

Learning From The UK "De-Banking" Furore – A Modern Bank's Perspective

A new financial services firm that calls itself a "Coutts-Revolut" hybrid reflects on the recent...

Legal
31 August 2023

Learning The Legal Lessons From “Succession”

In this detailed analysis of legal questions generated by the HBO television drama, law firm Squire...

Wealth Strategies
30 August 2023

Taking A "Floating" Approach As Rates Rise

This news service talks to US-based New Mountain Capital about the benefits of holding...