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
UK Spring Statement On Public Finances, Taxes Leaves Wealth Managers Unmoved
In general, wealth managers were pleased at no surprises in this statement – a relief following the pre-announcement dramas ahead of last November's annual UK Budget. ...
UK Squeeze On Retail Savings Highlights Money Market Funds' Appeal – Aviva Investors
The investment group is one of the players in the field of money market funds – a large market in the US and certain other nations, but less so in the UK. Given recent tax changes and the likely interest rate ...
Deals Of The Day: The Latest In Wealth Management M&A – New York Life IM, Candriam, Kartesia, Others
The latest mergers, acquisitions and other corporate actions in the wealth management sector. ...
What's New In Investments, Funds? – Altaroc, Three Hills
The latest news in investment offerings, financial products and other services relevant to wealth advisors and their clients. ...
Female Representation Reaches 42 Per Cent On Investment Trust Boards – AIC
In the run up to International Women’s Day on 8 March, the UK’s Association of Investment Companies highlights how female representation on investment trust boards is ahead of fund management. ...
VP Bank Reports 2025 Profits Surge, Sees "Challenging Environment"
The bank reported a surge in bank profits, and said it will continue to concentrate on enhancing long-term profitability. ...