News, Comment & Analysis results for Archive

People Moves
13 March 2026

Suntera Global Names New Regional Crown Dependencies Head

The appointee, who is taking on a new role to drive growth in the Crown Dependencies, will retain...

Investment Strategies
13 March 2026

EXCLUSIVE: Franklin Templeton Optimistic On Emerging Markets, Shrugs Off Conflict Worries

Singapore-based Chetan Sehgal, lead portfolio manager of Templeton Emerging Markets Investment...

People Moves
13 March 2026

Barclays Names New Private Bank Monaco CEO

The appointment follows the departure of Gerald Mathieu, former CEO of its Monaco operations and...

People Moves
13 March 2026

Who’s Moving Where In Wealth Management? – Mattioli Woods

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

People Moves
13 March 2026

New India Barclays Private Bank Head Named

The new head will lead and accelerate Barclays Private Bank’s growth ambitions in India. ...

People Moves
12 March 2026

Head Of Private Clients UK Departs UBS

The senior banker had been at UBS for more than a quarter of a century. ...

People Moves
12 March 2026

Wealthtech Hires Ex-InvestCloud Figure To Drive UK, Ireland And Middle East Business

The Barcelona-headquartered business has argued that the wealth management sector is being held...

Surveys
12 March 2026

UK Entrepreneurs Taking Action As Tax Changes Approach – Brown Shipley

In response to the UK Autumn budget, entrepreneurs are acting now, ahead of expected tax hikes and...

Art
12 March 2026

Global Art Market Sales Up In 2025 – Art Basel, UBS Report

The tenth edition of "The Art Basel and UBS Global Art Market Report 2026", authored by Dr Clare...

Alt Investments
12 March 2026

AI Driving Investment Activity In Private Markets – Hamilton Lane Report

US-headquartered private market investment firm Hamilton Lane, which has $1 trillion in assets...

Comment & Analysis results for Archive

Wealth Strategies
2 March 2026

Can AI Turbocharge Behavioural Finance?

The field known as behavioural finance is not new – insights have been discussed for years. The...

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...

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...