Investment Strategies
13 June 2025

Brown Shipley Cuts US Equity, Focuses On Diversification

The UK private bank is focusing on different forms of diversification to handle the uncertainties...

Legal
8 April 2025

How Wealth Planning Landscape Could Have Been Upended

The authors contend that had the arguments of the heirs in this case succeeded, a will would have...

Family Business Insights
11 March 2025

Family Businesses Must Plan For NextGen

This article, which covers different aspects of family business transfer and succession, comes from...

Technology
25 February 2025

AI's Cost-Cutting Promises Helps Drive Financial Sector Enthusiasm

In another look at the different ways that banks, wealth managers and family offices are using AI,...

Banking Crisis
22 January 2025

UBS Chief Executive Urges Switzerland Against Overly Heavy Capital Rules – Report

While he wants Switzerland to avoid hampering banks with rules that make them uncompetitive, the...

Compliance
16 January 2025

Financial Regulators Turn Up Heat On Miscreants

The reports looked at a range of different types of financial misconduct, failure and outright...

People Moves
15 January 2025

Summary Of Executive Moves For Global Wealth Management – November 2024

A roundup of moves in the world's wealth management industry. There were a number of senior changes...

Investment Strategies
8 January 2025

Value Partners Positive On Chinese Equities In 2025

Hong Kong-based Value Partners has just released its 2025 Market Outlook report, sharing its...

Statistics
13 December 2024

Hedge Funds Burnish Diversification Credentials

Different reports confirm that so far in 2024, hedge funds' performance has fallen into low...

Family Office
5 December 2024

"Fake" Family Offices To Be Squeezed Out With New Benchmark

The programme to set definitions of what a family office is has been launched by a members' club...