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Latest Comment & Analysis

Alt Investments
18 February 2026

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. ...

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.  ...

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...

Latest News

Investment Strategies
26 February 2026

JP Morgan Private Bank Upgrades Asian High Yield Debt Stance

The US bank is no longer negative on the asset class in Asia and, within this space, likes area such as Hong Kong property, India and Macau gaming. ...

Investment Strategies
26 February 2026

EXCLUSIVE: Emerging Markets Outperformance Here To Stay – GIB AM

After emerging markets outperformed developed ones in 2025, Kunal Desai at London-headquartered GIB Asset Management shares his insights on the positive outlook for emerging markets in 2026 and outlines top stoc...

Financial Results
25 February 2026

Notable Items Cut 2025 Pre-Tax Profit At HSBC; Wealth Results Shine

While the reported profit showed the impact of one-off items, underlying profit for last year rose across the bank. The wealth management side of HSBC showed stronger results. ...

New Products
25 February 2026

What’s New In Investments, Funds? – Julius Baer International, Vanguard

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

Market Research
25 February 2026

US Investors Like Asian Equities; APAC Managers Continue Buying American Stocks, But Pace Slows

There seems to be varied preferences over equities depending on whether investors are based in Asia or the US, according to views gleaned from William Bratton at BNP Paribas. ...

Tax
25 February 2026

Mitigation Strategies Surface As Californian Wealth Tax Battle Heats Up

A possible wealth tax in California is a controversial topic that has lessons not just for the wider world. Debates about reducing income and wealth inequality on one hand, and the dangers of the impact on econo...