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Latest Comment & Analysis

White Papers
23 November 2023

New Report: How Wealth Ecosystem, Healthcare Interact

The boundaries between health and wealth increasingly intersect and a new report from China's Hywin in conjunction with this news service explores the many facets. ...

Company Profiles
23 November 2023

Banking In Turbulent Times – In Conversation With Arbuthnot Latham

This publication recently sat down with Arbuthnot Latham, the venerable UK private banking group (it also does commercial and corporate banking) to discuss its strategy in what has been a volatile and difficult ...

Family Office
25 October 2023

EXCLUSIVE: A Walk Around Germany's Single-Family Offices Sector – Part 2

In part one of this two-part feature, this publication talked to German banks about their work with the country's single-family offices. Now it is the turn of Swiss banks to discuss how they approach the German ...

Family Office
24 October 2023

EXCLUSIVE: A Walk Around Germany's Single-Family Offices Sector – Part 1

As it is high time that this news service took a deep dive into the German single-family offices sector, we talked to some of the country's banks who serve it, and set out the scale of what this sector holds. ...

Company Profiles
20 October 2023

UK's Oakley Capital Stays Nimble As Rates Affect Private Markets

After a decade or more of being told that private market investing was a hot area, drawing in significant funds from wealth managers, family offices and others, the sector has been jolted by rising rates. But th...

Fund Management
19 October 2023

Focus On Ireland As A Growing Financial Hub

Michael D’Arcy, former Irish minister of state at the department of finance, discusses the outlook for fund management in Ireland on the 25th anniversary event of Mediolanum International Funds, where the futu...

Latest News

New Products
4 December 2023

SEBA Bank Rebrands

As part of its ongoing global strategy, the Swiss bank has announced that it is transforming its global brand identity. ...

4 December 2023

Compliance Corner – Hong Kong Monetary Authority, CA Indosuez (Switzerland)

The latest compliance news: regulatory developments, punishments, guidance, permissions, new product and service offerings. ...

1 December 2023

Franklin Templeton Outlines Key Issues To be Tackled At COP28

As the United Nations Climate Change Conference starts in Dubai this week, with an early breakthrough made on the climate disaster fund, Craig Cameron, portfolio manager of the Templeton Global Climate Change ...

People Moves
1 December 2023

Swiss EAM Changes Name, Joins Global Network

Switzerland's external asset management sector continues to evolve in the wake of new regulations brought into force at the start of this year. ...

1 December 2023

Eurozone Inflation Drops Again – Reactions

After eurozone inflation fell again by more than expected in November, investment managers discuss the impact. ...

WM Market Reports
1 December 2023

OPINION OF THE WEEK: UBS Billionaire Data Gives Lessons, Warnings

An annual report about the nature of billionaire wealth around the world should jolt firms into ensuring that they capture inherited wealth but also that there's a possible problem in the pace of entrepreneurshi...