News, Comment & Analysis results for Archive

Investment Strategies
2 April 2026

Middle East Conflict: Pictet AM Neutral On All Asset Classes, Except Chinese Equities

Luca Paolini at Geneva-headquartered Pictet Asset Management outlines why the uncertainty around...

People Moves
2 April 2026

Amundi Names New Chief Operating Officer

The new COO previously served as chief executive officer at Societe Generale ...

Investment Strategies
2 April 2026

Spotlight On Gold As Price Move Defies Safe-Haven Narrative

OCBC highlights that its investors have moved decisively into the market. A number of wealth...

Client Affairs
1 April 2026

Rise In Eurozone Inflation Sparks Rate Hike Predictions

After latest figures from the EU statistics office Eurostat show a rise in inflation in the...

People Moves
1 April 2026

Who's Moving Where In Wealth Management? – Weatherbys

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

Technology
1 April 2026

Digital Digest: The Latest Tech News – CMB Monaco, FNZ

The latest technology news in the wealth management sector from around the world. ...

Investment Strategies
1 April 2026

Value Investors Should Cheer Higher Japan Rates – Here's Why

The case for value investing and for holding banks will rise if or when Japan has to raise rates to...

Legal
1 April 2026

Arbitration Gains Traction In Private Wealth Wrangles

Instead of costly and endless litigation via the courts, arbitration is growing more popular as a...

New Products
1 April 2026

What’s New In Investments, Funds? – WisdomTree, Brown Advisory

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

People Moves
1 April 2026

Ex-Temenos CEO Becomes Strategic Investor Into Swiss VC House

Max Chuard, who worked at Temenos for more than two decades, is one of the most prominent players...

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...