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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. ...
We continue to examine the pros and possible cons of evergreen funds for private markets, and the circumstances around their ascent. ...
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. ...
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...
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 ...
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...
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...
The move is yet another example of how the market for "secondaries" funds continues to gain ground, along with structures carrying an "evergreen" format. ...
The appointments are designed to work on a particular group of Chinese business figures who are expanding into Singapore and the surrounding marketplace. ...
The latest moves and appointments for wealth management roles in the UK, other parts of Europe, the Middle East and select international locations. ...
The latest news in investment offerings, financial products and other services relevant to wealth advisors and their clients. ...
The latest mergers, acquisitions and other corporate actions in the wealth management sector. ...