News, Comment & Analysis results for Archive

Surveys
13 June 2025

HNW Families Accelerate Wealth Transfer, Highlight Need For Guidance – Study

Everyone talks about intergenerational wealth transfer, but it is still useful to see data on how...

Company Profiles
13 June 2025

iCapital CEO On Partnerships, Blockchain And Wider Alternative Asset Access

This news service recently caught up with the CEO and chairman of iCapital, a business that has...

Art
13 June 2025

Art Lending Market’s Potential Is Large; Requires Expert Guidance 

The fine art market has its challenges, and owners who want liquidity and the ability to change...

Investment Strategies
13 June 2025

European Banks Tap Into Rising Defence Spending Trend

Jolted by worries that the US will scale back its commitments, European countries are – or say...

Wealth Strategies
13 June 2025

The Small Caps Equity Case – In Conversation With Oberon Investments

Small-cap stocks aren't always flavour of the month, and their performance can sometimes deter...

People Moves
12 June 2025

EXCLUSIVE: UBS Appoints New Head For HNW Business In UK

This publication can exclusively reveal a new top-line appointment at the Swiss bank’s wealth...

Islamic Banking
12 June 2025

What's New In Investments, Funds? – Leonteq, Emirates Islamic

The latest news in investment offerings, financial products and other services relevant to wealth...

WM Market Reports
12 June 2025

Single-Family Offices Remain Keen On Direct Investing; Challenges Remain – Study

BNY Wealth has issued a report that drills down into the views of single-family offices worldwide,...

People Moves
12 June 2025

Who’s Moving Where In Wealth Management? – Saranac Partners, Puma Investments

The latest moves, appointments and personnel changes among wealth management and related...

Financial Results
12 June 2025

Julius Baer Raises €500 Million In Debt Financing

The private bank, operating in several jurisdictions, said the debt sale was part of a move to...

Comment & Analysis results for Archive

Philanthropy
20 December 2022

Asset Allocation For Philanthropists Gets Tough

Rising inflation, falling stock markets, pleas for help and donors' own financial constraints mean...

Legal
12 December 2022

Handling Harassment: Rights, Wrongs For HNW Families

Intrusive and unwanted communication can be alarming and upsetting. If something feels wrong, it is...

White Papers
8 December 2022

Wealth Management: Technology Platforms, Competition In Challenging Economic Times

Every wealth manager is struggling with the key question of how to balance competing imperatives....

Art
2 December 2022

Fractions Of Fine Art – In Conversation With Mintus

The $65 billion-plus fine art market hasn't been an easy one to penetrate for those who aren't...

Compliance
1 December 2022

The FTX Collapse: The Lessons

The author of this article argues that the failures with FTX are little to do with regulation or...

Client Affairs
1 December 2022

HNW Individuals' Public Profiles Risk Reputation Threats

Social media and the constant flow of news puts HNW people under intense scrutiny. Here is an...

Legal
30 November 2022

Invisible Contracts When Moving In With A Partner

Couples choosing to cohabit should consider documenting their intentions in relation to their...

Compliance
29 November 2022

Digital Asset Market Becomes Fraudsters' Playground

The author of this article says that a lack of effective regulation, combined with an audience...

Compliance
29 November 2022

The FTX Collapse: The Lessons

The author of this article argues that the failures with FTX are little to do with regulation or...

Technology
28 November 2022

The FTX Collapse: When Mistruths Over Rules, Risk And Impact Spread

ESG investors and boosters should learn from the FTX collapse, for instance what happens if certain...