Latest Comment & Analysis
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...
How Family Offices Should Address Private Markets When Valuations Are "Stretched"
Amidst all the enthusiasm for private markets and sectors such as AI is the undeniable point that in parts of the market, valuations present a challenge for wealthy investors. There is an air of caution in the m...
Latest News
JP Morgan Private Bank Upgrades Asian High Yield Debt Stance
The US bank is no longer negative on the asset class in Asia and, within this space, likes area such as Hong Kong property, India and Macau gaming. ...
EXCLUSIVE: Emerging Markets Outperformance Here To Stay – GIB AM
After emerging markets outperformed developed ones in 2025, Kunal Desai at London-headquartered GIB Asset Management shares his insights on the positive outlook for emerging markets in 2026 and outlines top stoc...
Notable Items Cut 2025 Pre-Tax Profit At HSBC; Wealth Results Shine
While the reported profit showed the impact of one-off items, underlying profit for last year rose across the bank. The wealth management side of HSBC showed stronger results. ...
What’s New In Investments, Funds? – Julius Baer International, Vanguard
The latest news in investment offerings, financial products and other services relevant to wealth advisors and their clients. ...
US Investors Like Asian Equities; APAC Managers Continue Buying American Stocks, But Pace Slows
There seems to be varied preferences over equities depending on whether investors are based in Asia or the US, according to views gleaned from William Bratton at BNP Paribas. ...
Mitigation Strategies Surface As Californian Wealth Tax Battle Heats Up
A possible wealth tax in California is a controversial topic that has lessons not just for the wider world. Debates about reducing income and wealth inequality on one hand, and the dangers of the impact on econo...