News, Comment & Analysis results for Archive
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...
Arbitration Gains Traction In Private Wealth Wrangles
Instead of costly and endless litigation via the courts, arbitration is growing more popular as a...
UK Financial Regulator Cuts Motor Finance Redress Hit To Banks
Close Brothers, Barclays, Lloyds and Santander, among others, are affected by the motor finance...
Syz Group Profits, AuM Rise In 2025
Geneva-headquartered Swiss bank Syz Group maintains strong momentum in 2025, posting positive...
Who’s Moving Where In Wealth Management? – Schroders, Investec Bank
The latest moves and appointments for wealth management roles in the UK, other parts of Europe, the...
Quintet’s Profits Down In 2025, AuM Up
In a challenging environment, Luxembourg-headquartered Quintet Private Bank (pictured), parent of...
What’s New In Investments, Funds? – Aberdeen Investments
The latest news in investment offerings, financial products and other services relevant to wealth...
US Wealth Manager Buys UK's MASECO
The purchase of MASECO is another case of North American groups buying into the UK's wealth...
Who’s Moving Where In Wealth Management? – Cazenove Capital, Forsters, WTW, Others
The latest moves and appointments for wealth management roles in the UK, other parts of Europe, the...
EXCLUSIVE: China’s Five-Year Plan, Iran Conflict Accelerate Green Energy Transition – Edmond de Rothschild AM
After China released its new five-year plan this month, Jean-Philippe Desmartin at Edmond de...
Comment & Analysis results for Archive
Can AI Turbocharge Behavioural Finance?
The field known as behavioural finance is not new – insights have been discussed for years. The...
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...