News, Comment & Analysis results for Archive
Equities Have Beaten Bonds Since 1900 – UBS Yearbook
UBS Investment Bank and UBS Global Wealth Management’s chief investment office has released its...
Private Market Secondaries Trend Takes Italian Turn
The move is yet another example of how the market for "secondaries" funds continues to gain ground,...
HSBC Builds China "Corridor" Proposition
The appointments are designed to work on a particular group of Chinese business figures who are...
Who’s Moving Where In Wealth Management? – RBC BlueBay AM, JP Morgan Private Bank, Others
The latest moves and appointments for wealth management roles in the UK, other parts of Europe, the...
What’s New In Investments, Funds? – Invesco, Van Lanschot Kempen, Others
The latest news in investment offerings, financial products and other services relevant to wealth...
Deals Of The Day: The Latest In Wealth Management M&A – 7IM, Suttons
The latest mergers, acquisitions and other corporate actions in the wealth management sector. ...
Middle East Conflict Erupts, Triggers Flight From Risk – Updated
The drama also reinforces a point that this news service wrote about recently that geopolitical...
Bank J Safra Sarasin Wraps Up Saxo Acquisition
Last year, Bank J Safra Sarasin said the stake in Saxo would strengthen its long-term...
"Evidence-Based" Approach Cuts Through Noise At NFG Partners
This news service talks to a Geneva-headquartered wealth management firm about its approach and...
UK Stocks Remain Attractive In 2026 – Edinburgh Investment Trust
At a media event in London last week, experts at Edinburgh Investment Trust discussed the...
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...