News, Comment & Analysis results for United Kingdom
Deals Of The Day: The Latest In Wealth Management M&A – Shackleton Advisers, AC Wealth
The latest mergers, acquisitions and other corporate actions in the wealth management sector. ...
How SpaceX IPO Illuminates Equity Investment Challenges – Baron Capital
The major IPO of the US company created plenty of drama, unsurprising when Elon Musk is involved....
UK Lombard Lender Disruptor Partners With Another Wealth Manager
The firm says it is harnessing technology to make Lombard lending more accessible to a wealth...
Charities Aid Foundation Appoints New Chief Executive
The organisation, which has operated for more than a century, has a new CEO. It works with...
Lincoln Private Investment Office Adds To Advisory Board
Two senior figures in the UK wealth and asset management fields have joined the private investment...
Capital Gains Tax Haul Surged In 2024/25; Changes Prompted Investors To Act
A UK Autumn Budget is slated for late October and, given the country's stretched public finances,...
Compliance Corner: FCA Bans Former Dolfin Financial (UK) Figures Over UK Visa Offences
The latest compliance news: regulatory developments, punishments, guidance, permissions and...
UHNW Institute's Inaugural European Conference – Transforming Wealth Management
The Institute, with which this news service is exclusive media partner, will host an inaugural...
EXCLUSIVE: Multrees Strikes Positive Note Amid Change At The Top
There's a new CEO at the helm at the UK-based business and the firm spoke to this news service...
Canaccord Wealth To Buy Harris Allday Business From EFG International
The Harris Allday business, which was founded in the West Midlands and dates back 175 years, was...
Comment & Analysis results for United Kingdom
ANALYSIS: Healthcare, Emergency Medicine's Concierge Appeal
The global market for concierge medicine is, on some estimates, going to be worth more than $41...
"Organic" Is Growth Watchword For Mirabaud's UK Wealth Business
This news service recently sat down with the head of the UK business arm of Mirabaud Wealth...
Adverse Media Checks A Major Compliance Task, Puts Spotlight On Tech
In this article, we talk to smartKYC, an enterprise solution for KYC due diligence automation. One...
ANALYSIS: What Advisors Should Tell Clients Who Use AI For Guidance?
The editor looks at clients' use of AI tools to research financial material and even suggest ideas...
ANALYSIS: The American Citizen Inflow To UK – What's Driving It?
A new residency system, a desire for new lifestyles and opportunities, and a dislike of domestic US...
ANALYSIS: To Reform Or Leave Alone? – Non-Compete Clauses In The UK
Many wealth managers, private bankers and advisors are familiar with non-competes and the other...
ANALYSIS: Unclaimed Withholding Taxes - A Multi-Billion Tech Opportunity
Claiming back what are called withholding taxes is becoming an increasingly pressing matter. The...
Fixing A Major Capital Mispricing On Women's Health – In Conversation With Maryann Umoren Selfe
A wealth management and private banking figure uses her understanding of structural mispricing in...
ANALYSIS: Women's Progress, Challenges In Wealth Management Parity
We take a look at different ways that women intersect with wealth and finance, what progress there...
Can AI Turbocharge Behavioural Finance?
The field known as behavioural finance is not new – insights have been discussed for years. The...