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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

M and A
18 February 2026

Italy's MPS Takes Full Control Of Mediobanca

The enlarged group will, among other areas, offer private banking and wealth management. Private banking for wealthy clients, along with corporate and investment banking, will sit in a wholly-owned unlisted busi...

New Products
18 February 2026

What’s New In Investments, Funds? – Columbia Threadneedle Investments

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

People Moves
18 February 2026

Who’s Moving Where In Wealth Management? – Vanguard, Ostrum AM, Taylor Wessing

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
18 February 2026

Vontobel Names New Global Consultant Relations Head

The senior hire, who joined the firm in 2021, has extensive experience in collaborating and working with global consultants. ...

People Moves
18 February 2026

GAM Holding Names New Group CFO

Zurich-based asset manager GAM Holding, with total assets under management of SFr12.7 billion ($16.51 billion) has announced a change in its senior leadership team as the firm moves into the next phase of its de...

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. ...