News, Comment & Analysis results for Archive

New Products
2 June 2026

What’s New In Investments, Funds? – CargoX, BlueFive Capital, Cosmos

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

People Moves
2 June 2026

Senior Management Changes At Evelyn Partners

The changes will come into effect on completion of NatWest Group’s acquisition of Evelyn Partners...

Surveys
2 June 2026

Switzerland Top Wealth Destination, Despite Taxes

Among the reasons for Switzerland remaining a preferred wealth destination – despite lower-tax...

Investment Strategies
2 June 2026

Spotlight On UK Gilt Market

Although a number of wealth managers have recently reduced their exposure to UK gilts, Swiss...

People Moves
2 June 2026

Who’s Moving Where In Wealth Management? – Aberdeen Investments, iCapital

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

Comment & Analysis results for Archive

Investment Strategies
19 December 2024

2025 Private Credit Predictions: An Expert Perspective

A 26-year veteran of the alternative investments sphere – including private credit – explains...

Offshore
9 December 2024

The Bahamas: A Complete and Compelling Choice 2024

This publication carries a spread of articles and insights about the Caribbean jurisdiction. ...

Investment Strategies
18 November 2024

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...

Investment Strategies
14 November 2024

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...

Alt Investments
4 November 2024

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,...