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People Moves - 25 January 2021

Swiss Bank Recruits Former Falcon CEO

The Zurich-based private bank has appointed a CEO who had previously held the same post at the now-defunct Falcon Private Bank. ...


M and A - 25 January 2021

iCapital Buys Investment Education, Compliance Platform

The AI Insight platform offers advisors investment research, training, qualification, and compliance support for a range of alternative investments, including private capital, hedge funds, nontraded REITs and BD...

Comment and Analysis


Strategy - 20 January 2021

BOOK REVIEW: Free Lunch Thinking By Tom Bergin

A new book by a UK journalist challenges a number of economic ideas that he says have damaged living standards, fostered inequality and other problems. It describes the world that the wealth industry inhabits, a...


Emerging Markets - 22 December 2020

What Does India Have To Offer Investors In 2021?

As one of the world’s great emerging market economies, how should India figure in the portfolios of high net worth individuals, particularly when considering the risks and consequences caused not just by the p...


Wealth Strategies - 16 December 2020

WEALTH TALK: Focus On How HNW Investors Position In 2021

In this latest video we take a look at what the industry thinks investors should be doing next year in terms of how they position their portfolios. Vaccine roll-outs and US politics are among some of the topics....