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

White Papers
6 December 2023

The Bahamas: A Complete And Compelling Choice – Part 4

In the final part of a four-part series, this news service issues a report about developments in the Caribbean jurisdiction. ...

Asset Management
6 December 2023

Western Hedge Fund Houses In China Shed Jobs Amid Chilly Markets – Report

While China has widened capital markets access to foreign players in recent years, the story might suggest that gaining a foothold in the local market is proving difficult, made more so by falls in Chinese equit...

M and A
6 December 2023

Deals Of The Day: The Latest In Wealth Management M&A – Evelyn Partners, Harwood Hutton

The latest mergers, acquisitions and corporate actions in the wealth management sector. ...

Alt Investments
6 December 2023

Economic Jitters, US Rate Speculation Lifts Gold To Record – Reactions

Thoughts that the US central bank might ease rates at some point next year, coupled with financial concerns – highlighted by China's sovereign debt downgrade – have given the "safe-haven" metal a boost. ...

People Moves
6 December 2023

Who’s Moving Where in Wealth Management? – Sarasin & Partners, BCB Group, Others

The latest moves and appointments in wealth management in the UK, the rest of Europe, the Middle East and other select locations. ...

Investment Strategies
5 December 2023

Pictet Positions For Sluggish Global Growth, Smiles On European Valuations

The Swiss firm explains its asset allocation ideas and economic assumptions for the following year. Among its specific ideas is the view that the US economy is likely to slow rapidly in 2024, while Europe could ...