News, Comment & Analysis results for Archive
What's New In Investments, Funds? – Fasanara Capital, IFC
The latest news in investment offerings, financial products and other services relevant to wealth...
Barclays Bank (Suisse) Names New CEO; Private Bank Sales Head
Former HSBC Swiss executive joins the Swiss arm of London-headquartered Barclays Bank. ...
SuMi TRUST AM Names New London Investment Management Head
Sumitomo Mitsui Trust Asset Management, a large Japanese asset manager with $748 billion assets...
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. ...
EXCLUSIVE: The Case For Emerging Market Debt – UBP
After emerging markets delivered their strongest returns in almost a decade in 2025, Switzerland's...
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...
EXCLUSIVE: Winners Of Swiss EAM Awards 2026
Here are the winners of this year's Swiss external asset managers awards programme. A ceremony was...
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...
UK Squeeze On Retail Savings Highlights Money Market Funds' Appeal – Aviva Investors
The investment group is one of the players in the field of money market funds – a large market in...
Deals Of The Day: The Latest In Wealth Management M&A – New York Life IM, Candriam, Kartesia, Others
The latest mergers, acquisitions and other corporate actions in the wealth management sector. ...
Comment & Analysis results for Archive
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...
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...
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...
ANALYSIS: Understanding Geopolitics To Gain Wealth "Alpha"
In this feature, we examine how international affairs, or geopolitics to put it another way, is a...
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...
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...
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...
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...
Wealth Managers Use Derivatives, Hedge Funds To Manage Volatility
Continuing our look at ideas on asset allocation and the approaches wealth managers take, we...
Changing Asset Allocation Frontiers - An Overview
We take a dive into different approaches to how asset allocation should be handled, examine various...