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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. ...
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...
Latest News
Middle East Conflict Erupts, Triggers Flight From Risk - Updated
The drama also reinforces a point that this news service wrote about recently that geopolitical risk is now a central agenda item for wealth advisors to master. ...
Bank J Safra Sarasin Wraps Up Saxo Acquisition
Last year, Bank J Safra Sarasin said the stake in Saxo would strengthen its long-term business-as-a-service partnerships with banks, corporates, family offices, asset managers, and independent wealth managers wi...
"Evidence-Based" Approach Cuts Through Noise At NFG Partners
This news service talks to a Geneva-headquartered wealth management firm about its approach and investment style honed over the past 10 years. ...
UK Stocks Remain Attractive In 2026 – Edinburgh Investment Trust
At a media event in London last week, experts at Edinburgh Investment Trust discussed the macroeconomic environment, the outlook for 2026 and outlined top UK stock picks. ...
UBS Unveils Directorship Changes
The outgoings and arrivals at the bank come three years after UBS conducted its emergency takeover of Credit Suisse. The bank holds its AGM on 15 April where its nominations for the board will be voted upon. ...
HSBC Opens Latest, And Largest, Wealth Centre In Singapore
The bank continues to open wealth centres, with examples in the UK, Singapore, Taiwan, Hong Kong, mainland China and Malaysia. ...