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Comment & Analysis

05/29/2025

Inside Bill Gates’ meeting with his foundation’s staff after his $200 billion bombshell: ‘How do we get people to care?’

Hundreds of Gates Foundation employees—many flown in from the foundation’s country offices in India, China, South Africa, and elsewhere—filled an amphitheater across the street from the world’s largest private philanthropy’s

05/28/2025

JPMorgan Chase is heading upmarket to woo America’s millionaires

It’s part of JPMorgan’s push to convince affluent Americans that the bank is ready to manage their millions.

05/28/2025

Tariffs, protectionism and geopolitical tensions: how US trade policy is reshaping the global order

In particular, markets remain wary of renewed tariff increases on China and the EU, both of which are major exporters to the US.

05/27/2025

Tim Denton of Habib Bank AG Zurich: The UAE’s Ascent as a Global Wealth Structuring Hub

Tim opened his remarks by framing the discussion in the context of an increasingly transparent world.

05/27/2025

BNP Paribas: Was There Much Criticism, Ms. Pariset?

BNP Paribas is no longer a subsidiary of BNP Paribas in Switzerland but now operates as a branch of its French parent company.

05/27/2025

Zeno Staub, Noel Quinn, Thomas Jordan…the highlights of the AGM season

Lukas Ruflin , Leonteq's long-time CEO, was denied a seat on the Board of Directors.

05/27/2025

How wealth managers can leverage complexity for competitive advantage

Amid turbulence, enhancing client preparedness is vital to retaining assets. Tailored advice is key to creating value.

05/23/2025

Oak champions youth sport as official sponsor of junior Guernsey basketball teams

The U18 teams play a vital role in the future of Guernsey basketball, offering young athletes the opportunity to train and compete at a high level.

05/23/2025

Financial services leaders outline four key pillars to unlock UK growth potential

This comes at a critical time as the Chancellor prepares her growth and competitiveness strategy for financial services.

05/23/2025

Meet Maeve: Cazenove Capital’s initiative for women in wealth

Jennifer Perry and Sandra Dailidyte at Cazenove Capital discuss their women-in-wealth initiative, Maeve, and what it means to have greater female representation in the financial services industry.

05/22/2025

Impact investing: How to align your wealth goals with the desire for positive change

This type of investing can bring families together around shared values while offering the potential for financial returns.

05/22/2025

M&G Real Estate secures strategic EUR73 million asset in Germany’s prime Rhine-Main logistics hub

The asset is fully let to Metro Group

05/22/2025

Headhunters: 1'000 Relationship Managers Soon Missing at EAMs

Larger providers in particular are pursuing ambitious recruitment goals.

05/21/2025

Strategic exits: an introduction and guide to optimising your exit

Whether you are contemplating a sale or have already exited, these insights will help ensure you maximise your financial future with strategic planning and expert wealth management.

05/21/2025

From policy to ‘pain points’ – Transition Investment Summit explores today’s sustainable investment landscape

The transition is underpinned by fundamental transformations of five key systems – energy, industrial, consumer, health and digital technology

05/20/2025

Brown Shipley: Trade talks boost markets

Clients with bespoke discretionary or advisory portfolios should consult their Client Advisor for the latest update on your portfolio.

05/20/2025

Evelyn Partners launches Index MPS range into the financial adviser market

The five risk-rated portfolios combine the benefits of active asset allocation with passive funds to help cost-conscious investors navigate the markets

05/19/2025

Talent war boosts pay for UK wealth CEOs

A new breed of bosses is in high demand

05/19/2025

BOS's HK branch grows discretionary assets 47% YOY

The OCBC subsidiary said it is on track to achieve its assets under management growth target over the next three years.

05/15/2025

A Less-Generous Warren Buffett Would Be $67 Billion Richer Than Elon Musk

The legendary investor has given away billions worth of Berkshire Hathaway shares, part of a plan to gift 99.5% of his wealth.

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Over half of UK family offices already invest in natural capital strategies

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5 luxury real estate markets where the ultra-rich are buying

12-18-2025

The rise of female millionaires: Three lessons investors can't afford to miss

12-18-2025

UBS Asset Management appoints Barry Gill and Sonja Laud as Co-Heads of its Investments business

12-18-2025

Wipfli: Wealth Management Executives Bullish on Growth for Next Year

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Wealth managers fight for attractive HNW demographic

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Great Wealth Transfer drives rise in multi-generational planning

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End-of-year letter from the Partners

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