News, Comment & Analysis results for Archive

People Moves
13 May 2026

Carmignac Boosts Investment Team With Four Hires

These appointments will enhance the firm's research capabilities, helping it to identify long-term...

WM Market Reports
13 May 2026

UBS Survey Lifts Lid On How Families Prepare For Inheritance, Change

With a multi-trillion-dollar wealth transfer under way, preparing upcoming generations for the...

Client Affairs
13 May 2026

Wealth Managers Fret As UK Prime Minister Clings To Office

Wealth managers discuss the investment impact of the potential resignation of UK Prime Minister Sir...

People Moves
13 May 2026

EFG CEO To Become Swiss Bankers Association New Chair

There's change at the top of a banking association that has not been afraid to make its views known...

ESG
13 May 2026

The ESG Phenomenon: Climate X, Orbis Advisory

The latest developments in the ESG space. ...

Comment & Analysis results for Archive

Real Estate
26 June 2024

As HNW Individuals Seek Options, An Adriatic Resort Prepares

Luxury resorts based in low-tax jurisdictions have been around for decades; given the winds of...

Strategy
26 June 2024

The Good, The Difficult And The Stable – What Headhunters See Around The World

We talk to wealth management headhunters in North America, Europe, Middle East and Asia about what...

Alt Investments
12 June 2024

Riding The Infrastructure Train Is Positive Journey For UK Advisor

We talk to the manager of a listed infrastructure fund about the asset class, its potential and a...

Alt Investments
4 June 2024

An Expert Sparring Partner For Wealthy Investors In Alternatives

A Germany-headquartered multi-family office, which won a capital market licence earlier this year,...

M and A
29 May 2024

Swiss Bank Consolidation Chatter Shows How Scale Dominates Thinking

Regardless of the truth of specific rumours and media stories, the idea that more Swiss banks might...