News, Comment & Analysis results for Archive
Who’s Moving Where In Wealth Management? – Sucden Financial
The latest moves and appointments for wealth management roles in the UK, other parts of Europe, the...
7IM Secures Record Net Sales In Q3 2025
London and Edinburgh-headquartered tech-driven wealth and investment management firm 7IM has...
Hedge Funds Earn Strongest Calendar Year Returns Since 2009
With their traditionally high fees, hedge funds haven't always lived up to their marketing hype....
UK Inheritance Tax Squeeze Accelerates Business Transfers
The survey adds to a picture of UK business owners changing their behaviour – in some cases even...
Chinese, US Consumers Critical To The Luxury Goods Sector In 2026 – Berenberg
German-headquartered investment bank and boutique asset manager Berenberg has published its 2026...
EXCLUSIVE: BWC Benchmarking Study Gives Data "Treasure Trove" On UK Wealth Industry
A new report on the UK private banking, wealth management and brokerage sector gives unrivalled...
OPINION OF THE WEEK: What Asset Allocators Have On Their Plate This Year
The editor takes a brief look at the sort of considerations in play for wealth managers seeking to...
Investors "Too Optimistic" On Future Earnings Growth – Bank J Safra Sarasin
When looking for equities, investors must consider whether AI is going to boost growth sufficiently...
Who’s Moving Where In Wealth Management? – Tyndall, Allspring, 7IM, Wealth Club, Others
The latest moves and appointments for wealth management roles in the UK, other parts of Europe, the...
UK Donor-Advised Fund Makes First Major Grant, Highlights DAF Sector's Growth
The grant from the donor-advised fund in the UK is an example of how the DAF model continues to...
Comment & Analysis results for Archive
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...
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...
Wealth Managers Use Derivatives, Hedge Funds To Manage Volatility
Continuing our look at ideas on asset allocation and the approaches wealth managers take, we...
Changing Asset Allocation Frontiers - An Overview
We take a dive into different approaches to how asset allocation should be handled, examine various...
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...
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...
BNY Investments Insights On Global Credit Markets
Here is a new offering from BNY Investments in conjunction with this publication. ...
Spotlight On Rise In Guernsey’s Private Wealth, South Africa Connection – FNB
As First National Bank celebrated its 10-year milestone in Guernsey and unveiled a new office this...
Fires, Floods And Other Hazards: Managing Risks To Fine Art
This news service recently talked to the head of art advisory of Citi Wealth – appointed to the...
Index Investing Has A "Reconstitution" Problem: How To Fix It
We talk to Dimensional Fund Advisors about why index investing in the conventional sense raises a...