Contact us


 

 

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

Surveys
3 March 2026

Equities Have Beaten Bonds Since 1900 – UBS Yearbook

UBS Investment Bank and UBS Global Wealth Management’s chief investment office has released its “Global Investment Returns Yearbook 2026: Timeless lessons for today’s investment challenges,” drawing on h...

Alt Investments
3 March 2026

Private Market Secondaries Trend Takes Italian Turn

The move is yet another example of how the market for "secondaries" funds continues to gain ground, along with structures carrying an "evergreen" format. ...

People Moves
3 March 2026

HSBC Builds China "Corridor" Proposition

The appointments are designed to work on a particular group of Chinese business figures who are expanding into Singapore and the surrounding marketplace. ...

People Moves
3 March 2026

Who’s Moving Where In Wealth Management? – RBC BlueBay AM, JP Morgan Private Bank, Others

The latest moves and appointments for wealth management roles in the UK, other parts of Europe, the Middle East and select international locations. ...

New Products
3 March 2026

What’s New In Investments, Funds? – Invesco, Van Lanschot Kempen, Others

The latest news in investment offerings, financial products and other services relevant to wealth advisors and their clients. ...

M and A
3 March 2026

Deals Of The Day: The Latest In Wealth Management M&A – 7IM, Suttons

The latest mergers, acquisitions and other corporate actions in the wealth management sector. ...