Latest Comment & Analysis

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 ...

ESG
3 December 2025

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

Market Research
6 March 2026

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...

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...

People Moves
6 March 2026

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. ...

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. ...