News, Comment & Analysis results for Archive
Global Private Credit Funds Projected To Grow Sharply – PWC Survey
Despite recent difficulties, PwC’s new Global Private Credit Fund Survey shows that the global...
Hong Kong Set To Overtake Switzerland As Top Cross-Border Wealth Hub – BCG
As has been predicted for some time, the Asian city has matched and is expected to pull ahead of...
What’s New In Investments, Funds? – Omnis Investments
The latest news in investment offerings, financial products and other services relevant to wealth...
Investec Updates Private Client Growth Strategy
The firm's strategy is designed to scale the private client franchise through a high-touch,...
EFG Net Profit, AuM Up Q1 2026
Zurich-headquartered private banking group EFG International reports positive financial results for...
Swiss EAMs Look Forward After Regulation, Consolidation
This news service recently spoke to a figure in Switzerland’s independent wealth management...
Rathbones Expands Talent Programme With New Initiatives
The expansion of existing schemes will strengthen the business’ long-term talent pool. ...
ANALYSIS: What Advisors Should Tell Clients Who Use AI For Guidance?
The editor looks at clients' use of AI tools to research financial material and even suggest ideas...
UBS EMEA Wealth Head To Swap Zurich For Middle East
The bank said latest moves "underscore" its commitment to the Middle East region. ...
Julius Baer's AuM Edges Higher; Expects "Substantially Higher" Profit, But Shares Fall
Among the details, the bank reconfirmed its net new money target of 4-5 per cent by 2028, and said...
Comment & Analysis results for Archive
Wealth Asset Allocators: We Need To Talk About Defence
With geopolitical shifts of the magnitude of the US stance on Ukraine, Russia and other events...
Private Banks' Onboarding Limitations Revealed – And How To Fix Them
Client onboarding in private banking is riddled with inefficiencies – not just for high-risk...
The Soaring Trend Of AI "Co-Pilots" In Wealth Management
We hear much commentary today about the use of AI "co-pilots" in financial services. What do they...
A Fund For All Seasons: Mixing Investment Styles At UK's Nutshell
A City financial trading background, added to a disciplined investment mindset, appears to be...
Private Aviation's Investment Allure Weathers Turbulent Times
Rising wealth, discontent with the irritations of routine commercial flights, and the desire to...
2025 Private Credit Predictions: An Expert Perspective
A 26-year veteran of the alternative investments sphere – including private credit – explains...
The Bahamas: A Complete and Compelling Choice 2024
This publication carries a spread of articles and insights about the Caribbean jurisdiction. ...
US Equities, Dollar Delivers Ringing Endorsement Of Trump. What Now? – WELREX - Part 2
We publish the second part of this analysis which examines the implications of the US presidential...
US Equities And Dollar Have Delivered Ringing Endorsement Of Trump. What Now? – WELREX - Part 1
The first in a two-part detailed analysis about what the financial markets could do in the next...
In Troubled Times, What's The Investment Case For Fine Alcohol?
Whether it is fine wine, whisky or cask tequila, there is a case, so advocates for investing say,...