Latest Comment & Analysis

Strategy
6 March 2026

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...

Compliance
23 February 2026

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.  ...

Alt Investments
18 February 2026

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. ...

Alt Investments
17 February 2026

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.  ...

Strategy
9 February 2026

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...

Family Office
22 January 2026

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

People Moves
6 March 2026

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. ...

Investment Strategies
6 March 2026

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. ...

Alt Investments
5 March 2026

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. ...

People Moves
5 March 2026

Barclays Bank (Suisse) Names New CEO; Private Bank Sales Head

Former HSBC Swiss executive joins the Swiss arm of London-headquartered Barclays Bank. ...

People Moves
5 March 2026

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. ...

M and A
5 March 2026

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. ...