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Latest Comment & Analysis

Compliance
18 March 2025

Transparency International – The Latest Lessons For Wealth Managers

Transparency International's recently-published Corruption Perceptions Index, used by compliance officers and money-laundering-reporting officers (MLROs) at private banks worldwide to determine country risk, sho...

Client Affairs
12 March 2025

Wealth Asset Allocators: We Need To Talk About Defence

With geopolitical shifts of the magnitude of the US stance on Ukraine, Russia and other events taking place, countries are talking about large defence spending. This is giving rise to a radical shift in the inve...

Technology
19 February 2025

The Soaring Trend Of AI "Co-Pilots" In Wealth Management

We hear much commentary today about the use of AI "co-pilots" in financial services. What do they do, and how far will their use go? This article is part of a series in which we examine use cases for AI. ...

Company Profiles
13 February 2025

A Fund For All Seasons: Mixing Investment Styles At UK's Nutshell

A City financial trading background, added to a disciplined investment mindset, appears to be working out well so far for this UK asset management business, founded in 2019. ...

New Products
6 February 2025

Private Aviation's Investment Allure Weathers Turbulent Times

Rising wealth, discontent with the irritations of routine commercial flights, and the desire to reach destinations quickly, have all led to the world of upscale private aviation growing. And it is also generati...

Investment Strategies
19 December 2024

2025 Private Credit Predictions: An Expert Perspective

A 26-year veteran of the alternative investments sphere – including private credit – explains what 2025 may hold for an area that has expanded rapidly in recent years. ...

Latest News

Technology
21 March 2025

Digital Digest: The Latest Tech News – Vistra

The latest technology news in the wealth management sector from around the world. ...

Surveys
21 March 2025

Investors Increasing Private Market Allocations – Nuveen

US-based Nuveen, the investment management arm of TIAA, has just released its “Fifth Annual EQuilibrium Global Institutional Investor Survey: Institutional Investors Broaden Their Reach in Private Market Alloc...

Asset Management
21 March 2025

What's New In Investments, Funds? – Brooks Macdonald, DWS, Hamilton Lane, Aegon

The latest news in investment offers, financial products and other services relevant to wealth advisors and their clients. ...

People Moves
21 March 2025

Who's Moving Where In Wealth Management? – Canaccord Wealth, Sparrows Capital, Fairway

The latest personnel moves, appointments and moves in the UK, Europe, the Middle East and other wealth management jurisdictions. ...

Financial Results
20 March 2025

Net Operating Income Dips At Edmond De Rothschild

The Geneva-headquartered private bank and investment firm reports results for 2024. ...

Statistics
20 March 2025

Luxembourg Greenlights 61 New Financial Entities, Industry AuM Rises

Buoyed by rising markets and inflows, the Luxembourg financial sector reports that 2024 was a strong year for growth, with 61 new organisations and entities obtaining authorisation/licensing. ...