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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. ...
The latest moves and appointments for wealth management roles in the UK, other parts of Europe, the Middle East and select international locations. ...
The episode plays to concerns on what the limits should be about opening the private credit asset class to a wider universe of investors. ...
After the Supreme Court ruled on Friday that US President Donald Trump’s administration using the International Emergency Economic Powers Act (IEEPA) to impose broad-based tariffs exceeded its statutory author...
After HM Revenue & Customs inheritance tax receipts showed another jump in the first 10 months of the 2025/26 tax year, compared with the previous year, wealth managers discuss the impact and suggest ways of mit...
The way that class action cases’ settlements are handled is a process that forms part of the “plumbing” of the financial world. The sheer size of payments involved means that private client advisors, wealt...
Besides its US headquarters, Eton Solutions' geographic footprint includes locations such as Singapore and the UAE. ...