News, Comment & Analysis results for Archive

M and A
5 August 2026

Private Equity House Takes Minority Stake In Mourant

The move is another example of private equity money entering the M&A sector for wealth management...

Compliance
5 August 2026

OECD Scolds US On Beneficial Ownership; Ratings Cut Unlikely – Lawyer

A prominent Swiss lawyer points to a recent OECD report on how dozens of jurisdictions perform...

M and A
5 August 2026

Pacific Asset Management Acquires Asset Value Investors

The acquisition reflects Pacific's commitment to investing in high-quality specialist investment...

Compliance
5 August 2026

ANALYSIS: Liechtenstein’s Cybersecurity Attack Part Of Global Trend

The incident, as disclosed by the European principality this week, is part of a pattern that...

Surveys
5 August 2026

UK Ranks Behind Singapore, US, UAE In New Wealth Management Index

Avaloq, a tech provider to private banks such as HSBC, Deutsche Bank, Barclays and Edmond de...

Comment & Analysis results for Archive

Alt Investments
18 February 2026

ANALYSIS: Evergreen Funds: Should Investors Be Wary? – Part 2

We continue to examine the pros and possible cons of evergreen funds for private markets, and the...

Alt Investments
17 February 2026

ANALYSIS: “Evergreen” Private Markets Funds; Should Investors Be Wary? – Part 1

This is the first article in a two-part feature that examines the rise of “evergreen” funds in...

Strategy
9 February 2026

ANALYSIS: Understanding Geopolitics To Gain Wealth "Alpha"

In this feature, we examine how international affairs, or geopolitics to put it another way, is a...

Investment Strategies
28 January 2026

AITi Tiedemann Global Explains Investment Formula; Says Private Markets Have More Headway

We talk to the international multi-family office's investment chief about its approach to capturing...

Family Office
22 January 2026

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...