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Latest News


M and A - 27 October 2020

Carlyle Agrees To Buy Calastone Majority Stake

A business such as Calastone has a front-row seat seeing what investors are doing with their money, because its network processes the fund-buying and selling flows which form part of the financial “plumbing”...


Investment Strategies - 26 October 2020

When Conventional Investment Risk Tools No Longer Work

Traditional approaches to risk management, such as diversifying portfolios, have been severely tested by more than 10 years of zero/negative interest rates when inflation is taken into account. What to do when b...


Technology - 26 October 2020

Wealth Managers Get Defensive As Risks Swirl - Deloitte

Firms may have congratulated themselves on how they've shifted to working from home, but there have been challenges such as protecting a firm's reputation when colleagues cannot interact with clients as much as ...

Comment and Analysis


Alt Investments - 20 October 2020

The Alternative Credit Markets Explained

There is money to be made in the alternative credit markets while more conventional ones face headwinds, the author of this article at a European family office explains. ...


Technology - 9 October 2020

Protecting Family Offices In Remote Working Age

What steps should family offices take to protect cybersecurity at a time when family and non-family members are working from home? Coping with a biological virus can actually increase the risks of falling victim...


Family Office - 21 September 2020

Single Family Office Snapshots: Latest SFO Highlights

This publication is starting a new series, regularly examining the activities of single family offices outside the US. The material, with a peerless level of detail, comes from Highworth Research, the UK-based o...


M and A - 18 September 2020

WEALTH TALK: Focus On Possible Bank Mega-Merger

It may be a speculative story at this stage, but a recent report, quoting unnamed sources, saying that the heads of UBS and Credit Suisse were considering a possible merger has been one of the most-read articles...