News, Comment & Analysis results for Archive

M and A
5 March 2026

Deals Of The Day: The Latest In Wealth Management M&A – MSCI, Compass

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

Investment Strategies
5 March 2026

EXCLUSIVE: The Case For Emerging Market Debt – UBP

After emerging markets delivered their strongest returns in almost a decade in 2025, Switzerland's...

People Moves
5 March 2026

Who's Moving Where In Wealth Management? – RBC BlueBay AM, MSCI

The latest wealth management senior moves in the UK, mainland Europe, select IFCs and...

Awards
5 March 2026

EXCLUSIVE: Winners Of Swiss EAM Awards 2026

Here are the winners of this year's Swiss external asset managers awards programme. A ceremony was...

Tax
4 March 2026

UK Spring Statement On Public Finances, Taxes Leaves Wealth Managers Unmoved

In general, wealth managers were pleased at no surprises in this statement – a relief following...

Comment & Analysis results for Archive

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...

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...