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
High Net Worth Individuals Holding More Cash – UK Survey
Cash is taking on a more prominent role in high net worth portfolios, with advisors reporting a clear shift in clients' attitudes to cash within their overall finances, according to new research from Flagstone a...
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...
Who’s Moving Where In Wealth Management? – Canaccord Wealth, Nomura Asset Management
The latest moves, appointments and personnel changes in wealth management for the UK, rest of Europe, Middle East, and select international jurisdictions. ...
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. ...