News, Comment & Analysis results for Archive
UOB Private Bank Sets Out Hong Kong AuM, Headcount Growth Goals
One of the "Big Three" Singapore-headquartered bank's has set out its wealth management and private...
Who's Moving Where In Wealth Management? – Fasanara Capital, TEAM
The latest moves and appointments for wealth management roles in the UK, other parts of Europe, the...
ANALYSIS: The Evolving, Widening World Of Concierge
Delivery models and client demands continue to evolve in the area that can be loosely called...
Vontobel H1 2026 Profit Surges 87 Per Cent
The Swiss private bank and investment manager reported higher revenues and a lower cost base in the...
What’s New In Investments, Funds? – BlackRock, Phenix Capital Group
The latest news in investment offerings, financial products and other services relevant to wealth...
Advisor Consolidation, US-UK Dealflow Strong; Australia Offers Promise – Report
At the half-way point of 2026, a firm examines transaction trends for wealth management in three...
UK Defence M&A Sees Deal Surge In First Half 2026
Interest in the UK defence sector is rising, and valuations are continuing to trend upwards with...
Who’s Moving Where In Wealth Management? – William Blair, Canaccord Wealth, Margetts
The latest moves and appointments for wealth management roles in the UK, other parts of Europe, the...
UBP Highlights That Electrification, Regenerative Agriculture Is Gaining Ground In Middle East Conflict
At a Union Bancaire Privée Impact Media Roundtable this week, Mathieu Nègre, head of impact...
Second Quarter 2026 Net Income Rises Strongly At BNP Paribas
Assets under management across the group rose by 6 per cent from the end of 2025, and the wealth...
Comment & Analysis results for Archive
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...
Bankers Fear "Bitcoin Treasuries" Are An Accident Waiting To Happen – Here's Why
Regardless of what the latest tech or investment enthusiasm is, a danger that goes back centuries...