News, Comment & Analysis results for Archive

Tax
2 June 2025

Proposed US Tax Measure Makes Wall Street, International Investors Queasy – Report

The proposed measure calls for higher taxes for individuals and countries from countries whose tax...

People Moves
2 June 2025

Julius Baer Names Southeast Asia Market Heads, Predecessor Retires

The outgoing market head for the region has been in the banking sector for almost 40 years, 10 of...

People Moves
2 June 2025

IQ-EQ Names Head Of Private Wealth For Jersey

Since he joined as a newly-qualified accountant in 2002 for one of the legacy businesses which now...

Strategy
30 May 2025

Latest UK Wealth Merger Highlights "Consolidation Of The Consolidators"

The coming together this week of two UK-based wealth managers, now owned by private equity houses,...

People Moves
30 May 2025

Summary Of Global Moves In Wealth Management – March 2025

A summary of the main wealth management industry moves around the world during March 2025. ...

Alt Investments
30 May 2025

With Crypto, Digital Asset Rules In Flux, Consider "Hybrid" Custody Models

This news service recently spoke to a US-based digital custody business serving wealth managers and...

Investment Strategies
30 May 2025

US Court Strikes Down Most Trump Tariffs – Reactions

A three-member trade court has struck down many of the Trump administration tariffs, saying that...

People Moves
30 May 2025

Who’s Moving Where In Wealth Management? – C Hoare & Co

The latest moves, appointments and personnel changes among wealth management and related...

M and A
30 May 2025

Mattioli Woods, Kingswood Merge To Form £25 Billion Group

Both Kingswood and Mattioli Woods are owned by private equity firm Pollen Street. ...

Tax
30 May 2025

OPINION OF THE WEEK: A New Investor Visa – Why Now?

In this commentary from a legal expert, the authors lays out why, if a new residency-based system...

Comment & Analysis results for Archive