News, Comment & Analysis results for Archive
UBS Sells $3 Billion Of AT1 Bonds – Media
Additional Tier 1 bonds are a form of "bail-in" instrument designed to avoid taxpayers being...
Wealth Managers Positive On Emerging Markets, AI, Gold, Defence
After emerging market equities outperformed many developed markets in 2025, led by a broad rally in...
Andersen Frowns At US Relief From Minimum Corporate Tax Regime
A carve-out for US-based corporates from elements of a proposed global minimum tax regime suggests...
Wealth Managers Ponder Venezuela Fallout
The Trump administration certainly began 2026 in dramatic fashion, announcing the capture of the...
Expanding Klay Sets Sights On Swiss Entry, Explains Business Model
The rise of such firms highlights how HNW and ultra-HNW individuals, often with multiple bank...
Who's Moving Where In Wealth Management? – Helvetic Trust, Algebris, Amundi, Others
The latest moves, appointments and personnel changes for wealth management in the UK, rest of...
Commodity Markets, China Top Performers In 2025 – AIC
The UK’s Association of Investment Companies has released new research for closed-ended...
Afin Bank Names New Head Of High Net Worth And Diaspora Banking
In a short time, the new head has already made an "exceptional" contribution to Afin Bank,...
Deals Of The Day: The Latest In Wealth Management M&A – MetLife Investment Management, PineBridge
The latest mergers, acquisitions and other corporate actions in the wealth management sector. ...
Why Family Governance Matters In Modern Wealth Planning
The following guest commentary argues that governance is central to wealth planning conversations. ...
Comment & Analysis results for Archive
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...
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...
From Cryptos To Singapore’s COSMIC World – New Frontiers In Compliance
This news service discusses establishing sources of wealth, the challenge of cryptos in a market...
Swapping Singapore For London – Reflections From Lombard Odier's Vincent Magnenat
A senior private banker for Lombard Odier, working for many years in Singapore, has made the move...
BNY Investments Insights On Global Credit Markets
Here is a new offering from BNY Investments in conjunction with this publication. ...
Spotlight On Rise In Guernsey’s Private Wealth, South Africa Connection – FNB
As First National Bank celebrated its 10-year milestone in Guernsey and unveiled a new office this...
Fires, Floods And Other Hazards: Managing Risks To Fine Art
This news service recently talked to the head of art advisory of Citi Wealth – appointed to the...
Index Investing Has A "Reconstitution" Problem: How To Fix It
We talk to Dimensional Fund Advisors about why index investing in the conventional sense raises a...