News, Comment & Analysis results for Archive
UK Donor-Advised Fund Makes First Major Grant, Highlights DAF Sector's Growth
The grant from the donor-advised fund in the UK is an example of how the DAF model continues to...
Saudi Arabia's Rule Relaxation Booster For Stocks, Not A "Game Changer" – Fund Manager
The fund management house noted that the change comes as the Middle East nation cultivates a number...
UK Financial Advisors Bracing For Increased Market Volatility In 2026 – Survey
New research from Wesleyan, a Birmingham-headquartered mutual, was released this week, revealing...
Switzerland's Maerki Baumann Names New CIO
The new CIO, who has been with the firm since 2018, has played a key role in shaping the private...
It's A Lot Easier To Advocate Gold Than Before – Industry Veteran
Written off decades ago as a "barbarous relic," a mix of geopolitics, changing financial conditions...
Private Markets Keeping Up Momentum Into 2026 – Aberdeen Investments
Aberdeen Investments has released its "Private Markets House View," showing that private markets...
Who's Moving Where In Wealth Management? – VG, Simmons & Simmons, Bentley Reid, STEP
The latest moves in wealth management and adjacent sectors in the UK, rest of Europe, Middle East...
Compliance Corner: Saudi Arabia Lifts Investment Restrictions On Foreigners
The latest compliance news: regulatory developments, punishments, guidance, permissions and...
Lombard Odier Names Head Of Sales, Switzerland
The new head of sales for Switzerland has had a career spanning 25 years in senior roles at...
UBS Sells $3 Billion Of AT1 Bonds – Media
Additional Tier 1 bonds are a form of "bail-in" instrument designed to avoid taxpayers being...
Comment & Analysis results for Archive
Emerging Markets In 2023: Short-Term Pain Before Long-Term Gains
LGT Wealth Management joins the chorus of firms talking about investment issues and challenges at...
Focus On Investment Opportunities In India – Lombard Odier
Stéphane Monier, chief investment officer at Swiss private bank Lombard Odier in Geneva, discusses...
The Power Of Nuptial Agreements In English Courts
As the authors of this article explain, nuptial agreements are not automatically binding in the...
Editorial Comment: Danske's Dirty Money Settlement Shows Complacency Isn't An Option
We reflect on how, at the end of 2022, US and Danish regulators imposed a $2.06 billion settlement...
Asset Allocation For Philanthropists Gets Tough
Rising inflation, falling stock markets, pleas for help and donors' own financial constraints mean...
Handling Harassment: Rights, Wrongs For HNW Families
Intrusive and unwanted communication can be alarming and upsetting. If something feels wrong, it is...
Wealth Management: Technology Platforms, Competition In Challenging Economic Times
Every wealth manager is struggling with the key question of how to balance competing imperatives....
Fractions Of Fine Art – In Conversation With Mintus
The $65 billion-plus fine art market hasn't been an easy one to penetrate for those who aren't...
The FTX Collapse: The Lessons
The author of this article argues that the failures with FTX are little to do with regulation or...
HNW Individuals' Public Profiles Risk Reputation Threats
Social media and the constant flow of news puts HNW people under intense scrutiny. Here is an...