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Latest Comment & Analysis

White Papers
23 November 2023

New Report: How Wealth Ecosystem, Healthcare Interact

The boundaries between health and wealth increasingly intersect and a new report from China's Hywin in conjunction with this news service explores the many facets. ...

Family Office
28 September 2023

Family Offices Aren't Shunning Risk, But Getting Smarter – Citi Private Bank

After its survey emerged a few weeks ago, Citi Private Bank spoke again to this news service about the insights it gleaned, and also reflected on why it gained such a large increase in responses this year. ...

White Papers
21 September 2023

Winning Women In MENA: How Wealth Managers Can Help Further Female Empowerment

A new report from this news service, in partnership with First Abu Dhabi bank, explores what HNW women in the region want from advisors, and why it is also important for firms to understand and serve these clien...

31 August 2023

Learning The Legal Lessons From “Succession”

In this detailed analysis of legal questions generated by the HBO television drama, law firm Squire Patton Boggs walks readers around the issues. ...

Investment Strategies
22 August 2023

Value And Growth – Japan’s Promise And Performance

This news service recently talked to a UK-based investment house that concentrates on Japanese investments and the opportunities it sees building in the country. ...

Alt Investments
4 August 2023

How "Evergreen" Approach Wins Friends For Private Markets

There appears to be something of a trend towards "perpetual" or "evergreen" fund structures that are designed to surmount some of the obstacles for accessing more traditional forms of private market investing. ...

Latest News

People Moves
11 December 2023

Bank Of Singapore Hires Former BNP Paribas Figure

The new head of product management group has 20 years of experience covering derivatives and structured products, advisory and capital markets. ...

11 December 2023

Somerset Capital To Close

Somerset Capital Management, an investment firm that focuses on global emerging markets, and co-founded by Tory MP Jacob-Rees Mogg, will be wound down. ...

11 December 2023

Julius Baer Continues Arts Support

Under the partnership, the bank will not only support the Elbphilharmonie’s extensive artistic musical programme but will also lend targeted backing to its digital platforms. ...

People Moves
8 December 2023

Summary Of Asia-Pacific Senior Wealth Management Moves – September 2023

The latest moves in the Asia-Pacific wealth management and private banking space. Firms included this month are Barclays, Standard Chartered, RBC Wealth Management and WRISE. ...

Banking Crisis
8 December 2023

UBS Expects To Complete Credit Suisse Merger In 2024

The Swiss banks updated the markets on the state of their merger process, pushing towards completing this in 2024. ...

New Products
8 December 2023

What’s New In Investments, Funds? – Amundi

The latest news in investment offerings, financial products, and other services relative to wealth advisors and their clients. ...