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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
Schroders Turns Positive On Commodities
The asset manager sets out its multi-asset allocation views. ...
Who’s Moving Where In Wealth Management? – Ortec Finance, Belasko, GBST, Others
The latest moves and appointments for wealth management roles in the UK, other parts of Europe, the Middle East and select international locations. ...
Digital Digest: The Latest Tech News – Bankdata, Amundi
The latest technology news in the wealth management sector from around the world. ...
C Hoare & Co Names New CEO
The new appointee will be succeeding the CEO who is stepping down after five years. ...
Confidence Amongst Wealthy Individuals In UK Economy Drops
The latest Saltus Wealth Index Report shows that the rebound in confidence among UK high net worth individuals in the UK economy and their own wealth has not been sustained. ...
Ex-UBS Figure Joins NatWest's Wealth Arm As "People Director"
The new recruit will have an important role at a time when the UK lender integrates Evelyn Partners and builds out its wealth offering. ...