News, Comment & Analysis results for Archive

New Office
16 September 2026

J Safra Sarasin Targets Greek Wealth Market

The branch will offer an alternative for Greek high net worth individuals, families and...

New Products
16 September 2026

What’s New In Investments, Funds? – Carmignac, WisdomTree

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

People Moves
16 September 2026

Who’s Moving Where In Wealth Management? – Withers, JM Finn, Maven Capital Partners

The latest moves and appointments for wealth management roles in the UK, and other parts of Europe,...

People Moves
15 September 2026

Ogier Global Names New Private Wealth Director

The new senior hire, a Jersey Financial Services Commission-approved person, has a track record in...

New Office
15 September 2026

International Law Firm Opens Abu Dhabi Office

The firm advises on domestic and cross-border M&A, litigation and corporate investigations, finance...

People Moves
15 September 2026

Who’s Moving Where In Wealth Management? – Chester Rose Financial Planning, The Aspire Partnership, Others

The latest moves and appointments for wealth management roles in the UK, and other parts of Europe,...

Investment Strategies
15 September 2026

Global Economy, Earnings Confound The Doubters Amid Global Storms – HSBC Private Bank

AI adoption, energy independence and resilient earnings growth are set to sustain investor optimism...

Surveys
15 September 2026

Investors' Risk Appetite Rises, But Cash Buffers Remain

Investors are persistently holding cash, as tracked by State Street, although the firm also noticed...

Tax
15 September 2026

Affluent Investors Brace For UK Budget, Review Plans – Rathbones

In the run up to the Autumn Budget slated for 28 October, UK wealth manager Rathbones has reported...

Surveys
15 September 2026

Fears Of Loss Encourage Investors To Shelter In Cash – Study

The findings fit with reports that among different wealth brackets, including UHNW individuals,...

Comment & Analysis results for Archive

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...

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...

Practice Strategies
7 October 2025

Analysis: Business Executives' Personal Safety Under Spotlight

At a time of heightened concerns about physical threats to executives and those in leadership...

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...

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...

Wealth Strategies
22 September 2025

Changing Asset Allocation Frontiers - An Overview

We take a dive into different approaches to how asset allocation should be handled, examine various...

Compliance
19 September 2025

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...

Strategy
1 September 2025

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...

Wealth Strategies
27 August 2025

BNY Investments Insights On Global Credit Markets

Here is a new offering from BNY Investments in conjunction with this publication. ...

Wealth Strategies
31 July 2025

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...