News, Comment & Analysis results for Archive
Senior Management Changes At Evelyn Partners
The changes will come into effect on completion of NatWest Group’s acquisition of Evelyn Partners...
Switzerland Top Wealth Destination, Despite Taxes
Among the reasons for Switzerland remaining a preferred wealth destination – despite lower-tax...
Spotlight On UK Gilt Market
Although a number of wealth managers have recently reduced their exposure to UK gilts, Swiss...
Who’s Moving Where In Wealth Management? – Aberdeen Investments, iCapital
The latest moves and appointments for wealth management roles in the UK, other parts of Europe, the...
UK Portfolios Remain Equity-Led; Allocations To Fixed Income Up – Janus Henderson Report
According to the third edition of asset manager Janus Henderson’s Portfolio Portrait report, UK...
Investors Assigned To Overly Cautious Portfolios – Oxford Risk
Oxford Risk, a UK behavioural finance fintech serving wealth managers, advisors, banks, and pension...
Carey Olsen Advises Butterfield On $1.8 billion Acquisition Of CIBC Caribbean
The transaction brings together a combined business with about $29 billion in assets. ...
EXCLUSIVE: Investment Opportunities In Undervalued UK, Emerging Markets Highlighted – Orbis
Matthew Spencer, head of UK retail at Orbis Investments, discusses why there is value in the UK,...
What’s New In Investments, Funds? – Rathbones, Franklin Templeton
The latest news in investment offerings, financial products and other services relevant to wealth...
Who’s Moving Where In Wealth Management? – Charles Russell Speechlys, Omni Partners
The latest moves and appointments for wealth management roles in the UK, other parts of Europe, the...
Comment & Analysis results for Archive
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...
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...
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...
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...
Wealth Managers Use Derivatives, Hedge Funds To Manage Volatility
Continuing our look at ideas on asset allocation and the approaches wealth managers take, we...
Changing Asset Allocation Frontiers - An Overview
We take a dive into different approaches to how asset allocation should be handled, examine various...
From Cryptos To Singapore’s COSMIC World – New Frontiers In Compliance
This news service discusses establishing sources of wealth, the challenge of cryptos in a market...
Swapping Singapore For London – Reflections From Lombard Odier's Vincent Magnenat
A senior private banker for Lombard Odier, working for many years in Singapore, has made the move...
BNY Investments Insights On Global Credit Markets
Here is a new offering from BNY Investments in conjunction with this publication. ...
Spotlight On Rise In Guernsey’s Private Wealth, South Africa Connection – FNB
As First National Bank celebrated its 10-year milestone in Guernsey and unveiled a new office this...