News, Comment & Analysis results for Archive
7IM Secures Record Net Sales In Q3 2025
London and Edinburgh-headquartered tech-driven wealth and investment management firm 7IM has...
Hedge Funds Earn Strongest Calendar Year Returns Since 2009
With their traditionally high fees, hedge funds haven't always lived up to their marketing hype....
UK Inheritance Tax Squeeze Accelerates Business Transfers
The survey adds to a picture of UK business owners changing their behaviour – in some cases even...
Chinese, US Consumers Critical To The Luxury Goods Sector In 2026 – Berenberg
German-headquartered investment bank and boutique asset manager Berenberg has published its 2026...
EXCLUSIVE: BWC Benchmarking Study Gives Data "Treasure Trove" On UK Wealth Industry
A new report on the UK private banking, wealth management and brokerage sector gives unrivalled...
OPINION OF THE WEEK: What Asset Allocators Have On Their Plate This Year
The editor takes a brief look at the sort of considerations in play for wealth managers seeking to...
Investors "Too Optimistic" On Future Earnings Growth – Bank J Safra Sarasin
When looking for equities, investors must consider whether AI is going to boost growth sufficiently...
Who’s Moving Where In Wealth Management? – Tyndall, Allspring, 7IM, Wealth Club, Others
The latest moves and appointments for wealth management roles in the UK, other parts of Europe, the...
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...
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...