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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...
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...
Regardless of what the latest tech or investment enthusiasm is, a danger that goes back centuries is imprudent leverage. An investment firm focused on digital assets and cryptocurrencies flags a concern about th...
Continuing our look at ideas on asset allocation and the approaches wealth managers take, we examine the use of hedging tools to manage risk, as well as a set of broad themes that have emerged this year. ...
Among the bad effects of this decision, a firm said, is that it will have a "downstream impact on the fight against financial crime." ...
A report from UBS and Agreus, drawing from family offices worldwide, looks at the ingredients that make for good governance. ...
The latest news in investment offerings, financial products and other services relative to wealth advisors and their clients. ...
The early weeks of 2026 are turning out to be memorable for the UK lender, having announced a major wealth management business takeover and now reporting a stronger set of results at group level and in the priva...
The latest moves and appointments for wealth management roles in the UK, other parts of Europe, the Middle East and select international locations. ...
The appointee has worked at a variety of firms, including Credit Suisse and Citi Private Bank. ...