Latest Comment & Analysis
ANALYSIS: “Ground-breaking” Swiss-UK Financial Pact – How Will It Boost Business?
In this feature, we talk to a variety of firms and organisations about the Berne Financial Services Agreement which is now in force, and what it means for banks, insurers, wealth managers and others. ...
ANALYSIS: Evergreen Funds: Should Investors Be Wary? – Part 2
We continue to examine the pros and possible cons of evergreen funds for private markets, and the circumstances around their ascent. ...
ANALYSIS: “Evergreen” Private Markets Funds; Should Investors Be Wary? – Part 1
This is the first article in a two-part feature that examines the rise of “evergreen” funds in private market investing, their appeal, the risks and the challenges in managing them. ...
ANALYSIS: Understanding Geopolitics To Gain Wealth "Alpha"
In this feature, we examine how international affairs, or geopolitics to put it another way, is a topic that wealth managers, bankers and others must grasp to get the most value for their clients and their own b...
ANALYSIS: Family Offices In Motion – London's Challenges, Widening Office Footprint
This news service looks at how the UK-based family office industry has handled challenges of rising taxes on wealthy foreigners and domestic UK citizens; the ways that international centres are sharpening their ...
EXCLUSIVE: The Positive Side Of COP30 – Edmond De Rothschild AM, Gresham House
After the 30th United Nations Climate Change Conference (COP30) in Belém, Brazil, which took place from 10 to 21 November, Jean-Philippe Desmartin at Paris-based Edmond de Rothschild Asset Management and Olly H...
Latest News
HSBC Builds China "Corridor" Proposition
The appointments are designed to work on a particular group of Chinese business figures who are expanding into Singapore and the surrounding marketplace. ...
Who’s Moving Where In Wealth Management? – RBC BlueBay AM, JP Morgan Private Bank, Others
The latest moves and appointments for wealth management roles in the UK, other parts of Europe, the Middle East and select international locations. ...
What’s New In Investments, Funds? – Invesco, Van Lanschot Kempen, Others
The latest news in investment offerings, financial products and other services relevant to wealth advisors and their clients. ...
Deals Of The Day: The Latest In Wealth Management M&A – 7IM, Suttons
The latest mergers, acquisitions and other corporate actions in the wealth management sector. ...
Middle East Conflict Erupts, Triggers Flight From Risk – Updated
The drama also reinforces a point that this news service wrote about recently that geopolitical risk is now a central agenda item for wealth advisors to master. ...
Bank J Safra Sarasin Wraps Up Saxo Acquisition
Last year, Bank J Safra Sarasin said the stake in Saxo would strengthen its long-term business-as-a-service partnerships with banks, corporates, family offices, asset managers, and independent wealth managers wi...