News, Comment & Analysis results for Archive

Surveys
4 June 2026

Rise In High Net Worth Individuals' Global Wealth In 2025 – Capgemini

The 30th edition of the Capgemini Research Institute’s World Wealth Report 2026, published this...

Surveys
4 June 2026

Family Offices Need To Step Up Cyber Risk Defence – Survey

A new global study by Ocorian reveals that almost three quarters of those surveyed predict the...

People Moves
4 June 2026

Who’s Moving Where In Wealth Management? – First Eagle Investments

The latest moves and appointments for wealth management roles in the UK, other parts of Europe, the...

New Products
3 June 2026

What’s New In Investments, Funds? – Nordea AM, Spiro, PGIM

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

Surveys
3 June 2026

Many Making Retirement Trade-Offs To Fund University Costs

One in four expect to retire on a lower standard of living, new research from UK wealth manager...

Comment & Analysis results for Archive

Investment Strategies
19 December 2024

2025 Private Credit Predictions: An Expert Perspective

A 26-year veteran of the alternative investments sphere – including private credit – explains...

Offshore
9 December 2024

The Bahamas: A Complete and Compelling Choice 2024

This publication carries a spread of articles and insights about the Caribbean jurisdiction. ...

Investment Strategies
18 November 2024

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...

Investment Strategies
14 November 2024

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...

Alt Investments
4 November 2024

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,...