News, Comment & Analysis results for Archive
From The Editor’s Chair: Geopolitics, M&A, Private Market Wobbles And Wealth In Motion
The editor casts his eye back at the tumultuous first quarter of this year and gives a glimpse of...
Julius Baer's CFO To Step Down
The departing CFO will remain with the bank until the year-end to ensure a smooth handover of...
Middle East Conflict: Wealth Managers Upbeat On Gold, Diversification
After the two-week ceasefire between the US and Iran caused oil prices to slide, wealth managers...
Hong Kong Grants Stablecoin Issuer Licences
Hong Kong is seeking to promote its credentials as a stand-out centre for digital assets. As part...
Who’s Moving Where In Wealth Management? – Premier Miton Investors
The latest moves and appointments for wealth management roles in the UK, other parts of Europe, the...
Switzerland Tops Jurisdiction List For Risk Readiness
Geopolitics and moves by some governments to squeeze HNW individuals over tax, trade disputes and...
UBS Creates New Private Client, HNW Segment In UK
The Swiss bank has formed a new business area and expanded the role of one of its senior figures....
March Turmoil Hurts Hedge Fund Returns – HFR
As hedge fund managers might have said, "beware the Ides of March." The month – often associated...
Mercer Unveils Investment Leadership Changes
The firm's appointments affect roles in the US, Europe and Asia. ...
Bank Aston Names New Chief Risk & Compliance Officer
The new C-Suite hire, who has a solid career in banking and academic credentials, will add more...
Comment & Analysis results for Archive
ANALYSIS: The Private Banker In The AI Era – Impact For Clients, Advisors
This news service's group editor (Tom Burroughes) and contributing editor for WealthBriefingAsia...
Can AI Turbocharge Behavioural Finance?
The field known as behavioural finance is not new – insights have been discussed for years. The...
ANALYSIS: “Ground-breaking” Swiss-UK Financial Pact – How Will It Boost Business?
In this feature, we talk to a variety of firms and organisations about the Berne Financial Services...
ANALYSIS: Evergreen Funds: Should Investors Be Wary? – Part 2
We continue to examine the pros and possible cons of evergreen funds for private markets, and the...
ANALYSIS: “Evergreen” Private Markets Funds; Should Investors Be Wary? – Part 1
This is the first article in a two-part feature that examines the rise of “evergreen” funds in...
ANALYSIS: Understanding Geopolitics To Gain Wealth "Alpha"
In this feature, we examine how international affairs, or geopolitics to put it another way, is a...
AITi Tiedemann Global Explains Investment Formula; Says Private Markets Have More Headway
We talk to the international multi-family office's investment chief about its approach to capturing...
ANALYSIS: Family Offices In Motion – London's Challenges, Widening Office Footprint
This news service looks at how the UK-based family office industry has handled challenges of rising...
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...
How Family Offices Should Address Private Markets When Valuations Are "Stretched"
Amidst all the enthusiasm for private markets and sectors such as AI is the undeniable point that...