News, Comment & Analysis results for Victor

Investment Strategies
January 10, 2025

Ninety One, Candriam Smile On US, Emerging Market Equities, Gold In 2025

Ninety One, an Anglo-South African asset manager, and Luxembourg-headquartered multi-asset manager

Tax
January 7, 2025

Planning After Or With Tax Cuts And Jobs Act?

Robust tax and estate planning is needed regardless of whether the cuts made in 2017 tax

M and A
December 24, 2024

Summary Of North American Wealth Management M&A From July To End-2024

A summary of mergers and acquisitions in the North America wealth sector during July, August,

Strategy
December 20, 2024

High Performing Family Offices: Thinking About “Me” As Much as “We”

This article examines the process of sustaining and growing financial prosperity alongside durable

M and A
December 10, 2024

Deals Of The Day: The Latest In Wealth Management M&A? – Copia, Kinship, Wellington-Altus, MAI

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

Investment Strategies
December 10, 2024

Franklin Templeton’s Managers Positive About US, EM Equities, Bonds In 2025

California-based Franklin Templeton’s specialist investment managers outline their outlooks for

Tax
December 9, 2024

Estate, Business Tax Details In Limelight After Republicans' Victory

The possibility that estate tax exemptions in the US could be extended rather than sunset, and

Investment Strategies
December 6, 2024

State Street Likes US Equities, Expects Economic Resilience In 2025

Boston-headquartered State Street Global Advisors, the asset management arm of State Street

Investment Strategies
December 2, 2024

Europe's Robeco: Investors Must Be Adaptable In 2025

Rotterdam-headquartered asset manager Robeco has just published its 2025 global economic and

Art
November 18, 2024

Art As Alternative Investment: Technical Aspects Of Ownership, Maintenance, Planning, And Sale

The author, who is a regulator contributor to these pages, says that with planning and advice, the

Comment & Analysis results for Victor

Legal
August 8, 2008

UBS Court Victory to Protect Business May Carry Heavy Cost

UBS won a notable court victory against UK startup wealth firm Vestra in preventing the new firm