News, Comment & Analysis results for Archive

Compliance
27 October 2026

Citi Secures Approval For Wholly-Owned China Securities Business

Citi's licence is a sign that large US banks are deepening their mainland exposure in certain ways,...

Asset Management
27 October 2026

What's New In Investments, Funds? – GTN, State Street IM

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

Investment Strategies
27 October 2026

Fixed Income Shines Amidst High Yields – Guinness Global Investors

After Guinness Global Investors launched the Irish-domiciled Guinness Global Dynamic Bond Fund in...

Technology
27 October 2026

SagePoint Targets Family Office Efficiency, Keeps AI Options Open

This article draws on interviews for an upcoming report. The material explores how firms translate...

Banking Crisis
26 October 2026

OPINION OF THE WEEK: Could UBS Move Swiss HQ If Proposed Capital Rules Bite?

The editor considers what UBS might do if proposed federal Swiss capital rules, likely to be...

Comment & Analysis results for Archive

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...

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...