Latest Comment & Analysis
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 has been in relation to men – and what needs to be done, and where there has even been a regression. This is p...
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 ...
Latest News
Allianz GI Names New APAC Distribution Head
The appointee, who will be joining from Citi Wealth, has worked in the wealth sector and related areas for more than three decades. ...
EXCLUSIVE: Emerging Markets Resilient To Middle East Conflict
After joint US-Israeli attacks on Iran over the weekend sparked a conflict, causing oil prices to surge, investment managers discuss the impact on emerging market assets. ...
What's New In Investments, Funds? – Fasanara Capital, IFC
The latest news in investment offerings, financial products and other services relevant to wealth advisors and their clients. ...
Barclays Bank (Suisse) Names New CEO; Private Bank Sales Head
Former HSBC Swiss executive joins the Swiss arm of London-headquartered Barclays Bank. ...
SuMi TRUST AM Names New London Investment Management Head
Sumitomo Mitsui Trust Asset Management, a large Japanese asset manager with $748 billion assets under management, makes senior hire. ...
Deals Of The Day: The Latest In Wealth Management M&A – MSCI, Compass
The latest mergers, acquisitions and other corporate actions in the wealth management sector. ...