04/04/2025
Private Trust Companies and Private Trust Foundations remain effective vehicles for preserving the value of significant assets, says Rupert Pleasant, chief executive of Guernsey Finance
04/03/2025
Now, one quarter on at January 31st 2025, total for cat bond and ILS assets recorded in the funds has reached just over $5.2 billion.
04/03/2025
Continuing the recent trend, Europe/UK equities outperformed the US and value stocks outperformed growth.
04/03/2025
UBS GWM's global chief investment officer discusses his team’s evolution, which themes are surviving Trump and what appeals to billionaires.
04/03/2025
This report comes at a critical time as multiple countries contend with rapid economic, political, and tax policy transformations.
04/03/2025
Banks are increasing their investment in GenAI but remain concerned about data privacy, legal requirements and accuracy
04/01/2025
Private assets remain a key focus for wealth managers, although 26% consider that access (or lack thereof) poses a threat to their business
03/31/2025
HSBC’s customers base increased to 6.2 million last year from 5.4 million, showing the importance of the city, Elhedery says
03/28/2025
We analyse the key measures announced in the UK Spring Statement and how they could impact personal finances, investments and the wider economy.
03/28/2025
Fund joins HELO in the firm's Hedged Equity suite
03/28/2025
Four female wealth managers discuss the pros and cons of being a 'trailblazer' and what motivates them to keep pushing the industry forward.
03/27/2025
The experts considered six Southeast Asian countries: the Philippines, Indonesia, Vietnam, Thailand, Singapore, and Malaysia.
03/27/2025
Despite recent challenges, including currency fluctuations and limited tech exposure, several catalysts suggest a recovery potential for 2025 onwards, supported by attractive valuations and growth potential.
03/27/2025
Ethos also regrets that the bank is withdrawing certain sustainability commitments and recommends to vote against the sustainability report.
03/27/2025
The SNB must have had other reasons for the recent interest rate cut than economic sentiment.
03/27/2025
Schroders UK investment experts respond to the UK's Spring Statement from Chancellor Rachel Reeves
03/26/2025
The STEP Employer Partnership Programme is a widely respected benchmark for organisations that invest in their people and clients.
03/25/2025
Leaders at Five Eleven Partners and Johnson Investment Counsel speak out on the costs of consolidation, the pros and cons of PE, and how they're planning ahead for clients and advisors.
03/25/2025
The Federal Reserve and Bank of England held their rates steady, while the Swiss National Bank implemented a 25-basis-point rate cut.
03/24/2025
CaixaBank Volunteering organised nearly 30,000 activities across the country in 2024, involving 17% more people than in 2023