News, Comment & Analysis results for Archive
Citi Recruits Former Morgan Stanley Figure As Research Head
Taking over from an interim research head, the new leader of this business is taking up the post at...
Inheritance Drives Gen Z Into Art Collecting, Art Basel And UBS Survey Shows
The Art Basel and UBS Survey of Global Collecting 2026 found that Gen Z collectors spent more than...
Private Market Strategy Performance, Regional Investor Appetite Varies
It hasn't been the easiest of years for private market investing, as seen by the wobbles in the...
Who’s Moving Where In Wealth Management? – L&G, Caledonia
The latest moves and appointments for wealth management roles in the UK, and other parts of Europe,...
Family Offices Push Further Into AI, Fret Over Geopolitics – JP Morgan
The private banking arm of the US group surveyed 125 of what it called international family offices...
Argentina Joins The Golden Visa Trend
Argentina continues to signal its pro-free market credentials under its existing government by...
UK’s Rathbones, US-Based Capital Group Secure Key Market Licences
Yesterday was a day when two substantial organisations in the wealth sector, Rathbones and Capital...
Switzerland's Targa 5 Advisors Adds Banker For Latin America Growth
The Geneva-based independent wealth manager has recruited a former Banque Audi banker as it...
UK-Based Capel Asset Management Launched
The firm specialises in the area known as liquid alternatives; these offer a way for investors to...
HSBC Plans Large UK Wealth Management Job Cuts – Media
The report said the changes are part of a wider drive to embed AI in the organisation. ...
Comment & Analysis results for Archive
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...
Private Banks' Onboarding Limitations Revealed – And How To Fix Them
Client onboarding in private banking is riddled with inefficiencies – not just for high-risk...
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...
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...
Private Aviation's Investment Allure Weathers Turbulent Times
Rising wealth, discontent with the irritations of routine commercial flights, and the desire to...
2025 Private Credit Predictions: An Expert Perspective
A 26-year veteran of the alternative investments sphere – including private credit – explains...
The Bahamas: A Complete and Compelling Choice 2024
This publication carries a spread of articles and insights about the Caribbean jurisdiction. ...
US Equities, Dollar Delivers Ringing Endorsement Of Trump. What Now? – WELREX - Part 2
We publish the second part of this analysis which examines the implications of the US presidential...
US Equities And Dollar Have Delivered Ringing Endorsement Of Trump. What Now? – WELREX - Part 1
The first in a two-part detailed analysis about what the financial markets could do in the next...
In Troubled Times, What's The Investment Case For Fine Alcohol?
Whether it is fine wine, whisky or cask tequila, there is a case, so advocates for investing say,...