News, Comment & Analysis results for Archive

M and A
23 June 2026

Deals Of The Day: The Latest In Wealth Management M&A – Queensgate Investments, AITi Global

The latest mergers, acquisitions and other corporate actions in the wealth management sector. ...

New Products
23 June 2026

What’s New In Investments, Funds? – Zennor AM, Spiro, NewTrails Capital, Magellan

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

People Moves
22 June 2026

European "Supermanco" Carne Names President

The private equity firm Permira recently took a minority stake in Carne, a business founded 21...

Fund Management
22 June 2026

Insiders’ Guide To How Morningstar Analysts Evaluate Fund Managers

Our US correspondent examines what industry figures think is the best way to judge the skills and...

Wealth Strategies
22 June 2026

Standard Chartered Still Anticipating Global Economic "Soft Landing"

The second half of 2026 might bring about some "pivot" points that investors will have to navigate...

Comment & Analysis results for Archive

Compliance
23 February 2026

ANALYSIS: “Ground-breaking” Swiss-UK Financial Pact – How Will It Boost Business?

In this feature, we talk to a variety of firms and organisations about the Berne Financial Services...

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...