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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. ...
We continue to examine the pros and possible cons of evergreen funds for private markets, and the circumstances around their ascent. ...
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. ...
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...
The appointee, who will be joining from Citi Wealth, has worked in the wealth sector and related areas for more than three decades. ...
The latest news in investment offerings, financial products and other services relevant to wealth advisors and their clients. ...
Former HSBC Swiss executive joins the Swiss arm of London-headquartered Barclays Bank. ...
Sumitomo Mitsui Trust Asset Management, a large Japanese asset manager with $748 billion assets under management, makes senior hire. ...
The latest mergers, acquisitions and other corporate actions in the wealth management sector. ...
After emerging markets delivered their strongest returns in almost a decade in 2025, Switzerland's Union Bancaire Privée explains why it is positive about emerging market debt as an asset class in 2026 despite ...