Contact us
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
Human Connection Central To Women Entrepreneurs' Success – Study
Ahead of International Women’s Day on 8 March, a new study commissioned by the UK’s Female Founders Rise, in partnership with Barclays Bank, highlights women’s need for human connection to succeed. ...
Assets Under Management Rise 13 Per Cent At Swiss Private Bank
Yesterday, Geneva-headquartered Compagnie Bancaire Helvétique, a family-owned bank, released strong 2025 financial results, with record growth in assets under management. ...
bfinance Targets Japan Investment Industry
bfinancebfinance, a global investment consultancy, has expanded its presence in Asia with the opening of a new Tokyo office, and a senior hire to head it. ...
Schroders Turns Positive On Commodities
The asset manager sets out its multi-asset allocation views. ...
Who’s Moving Where In Wealth Management? – JTC, SimCorp, PIMFA
The latest moves and appointments for wealth management roles in the UK, other parts of Europe, the Middle East and select international locations. ...
What's New In Investments, Funds? – Allfunds, Waystone, Thornburg, Boden Capital, Others
The latest news in investment offerings, financial products and other services relative to wealth advisors and their clients. ...