News, Comment & Analysis results for Archive

M and A
18 February 2026

Italy's MPS Takes Full Control Of Mediobanca

The enlarged group will, among other areas, offer private banking and wealth management. Private...

New Products
18 February 2026

What’s New In Investments, Funds? – Columbia Threadneedle Investments

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

People Moves
18 February 2026

Who’s Moving Where In Wealth Management? – Vanguard, Ostrum AM, Taylor Wessing

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

People Moves
18 February 2026

Vontobel Names New Global Consultant Relations Head

The senior hire, who joined the firm in 2021, has extensive experience in collaborating and working...

People Moves
18 February 2026

GAM Holding Names New Group CFO

Zurich-based asset manager GAM Holding, with total assets under management of SFr12.7 billion...

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...

ESG
18 February 2026

EXCLUSIVE: UK's Regnan Captures Water Scarcity Opportunities

Managers of a fund focusing on water scarcity and waste-related challenges talk to this news...

People Moves
17 February 2026

Who’s Moving Where In Wealth Management? – DWS, Guinness Global Investors, Walkers

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

People Moves
17 February 2026

Barclays Gets Ready For Singapore Private Bank Booking Centre

As reported some months ago, the UK-listed bank is re-establishing a booking centre in 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...

Comment & Analysis results for Archive

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...

Wealth Strategies
22 September 2025

Changing Asset Allocation Frontiers - An Overview

We take a dive into different approaches to how asset allocation should be handled, examine various...

Compliance
19 September 2025

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...

Strategy
1 September 2025

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...

Wealth Strategies
27 August 2025

BNY Investments Insights On Global Credit Markets

Here is a new offering from BNY Investments in conjunction with this publication. ...