Disclaimer

ClearView does not represent or make any warranty in respect of the accuracy, reliability or continuous supply of any of the information, content contained on this service.

Any reliance placed upon any information will be at the sole risk of the individual and ClearView will have no responsibility to ensure that the information meets your requirements.

Latest Comment & Analysis

Strategy
9 February 2026

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...

Family Office
22 January 2026

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 ...

ESG
3 December 2025

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...

Investment Strategies
11 November 2025

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...

Investment Strategies
3 October 2025

Bankers Fear "Bitcoin Treasuries" Are An Accident Waiting To Happen – Here's Why

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...

Investment Strategies
26 September 2025

Wealth Managers Use Derivatives, Hedge Funds To Manage Volatility

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. ...

Latest News

People Moves
17 February 2026

Who’s Moving Where In Wealth Management? – DWS, Guinness Global Investors, Walkers

The latest moves and appointments for wealth management roles in the UK, other parts of Europe, the Middle East and select international locations. ...

People Moves
17 February 2026

Barclays Gets Ready For Singapore Private Bank Booking Centre

As reported some months ago, the UK-listed bank is re-establishing a booking centre in the jurisdiction, completing a return to where it was a decade ago. ...

Alt Investments
17 February 2026

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.  ...

New Products
17 February 2026

What’s New In Investments, Funds? – 8AM Global, IDAD, Muzinich & Co, Others

The latest news in investment offerings, financial products and other services relevant to wealth advisors and their clients. ...

People Moves
17 February 2026

Jupiter Asset Management Confirms New CIO

The appointment was first announced by the London-headquartered firm last September. ...

Compliance
16 February 2026

UK's Courtsdesk Shutdown Creates Compliance Headache

Among the bad effects of this decision, a firm said, is that it will have a "downstream impact on the fight against financial crime." ...