Comment & Analysis Archives - Page 39 of 521

Ortec Finance Continues Strong Client Satisfaction Scores in 2025 Survey

January 30, 2026

The survey outcomes underline the importance clients place on collaboration, reliability, and continuous innovation—areas in which Ortec Finance remains strongly committed.

Comment & Analysis

Realpolitik, turbulence and opportunity

January 29, 2026

Geopolitical risks are high. US action in Venezuela and tensions over Greenland signal a return of sphere of influence.

Comment & Analysis

Van Lanschot Kempen secures fiduciary management mandate for Holcim Group pension plans

January 29, 2026

The mandate underscores the firm’s reputation as a trusted partner, providing bespoke and innovative investment solutions to pension schemes in the UK.

Comment & Analysis

Utmost analyses expat tax regimes in Winter 2026 Navigator

January 29, 2026

Paul explores Utmost’s financial strength, technical expertise and strategic commitment alongside his predictions for three trends to shape the industry’s future in 2026 and beyond.

Comment & Analysis

The new investment paradigm: What a CIO really thinks now

January 27, 2026

As Deputy Global Chief Investment Officer, Ertz shapes the firm's macroeconomic analysis, strategic asset allocation, and global investment strategy.

Comment & Analysis

Why Family Philanthropy Breaks Down As Wealth Grows

January 27, 2026

But at a certain point—usually when giving increases following a liquidity event, family members get involved, or the world feels more urgent—those same instincts stop working.

Comment & Analysis

Do bull markets die of old age?

January 26, 2026

With economic growth expected to remain strong and global interest rates easing, we don’t expect the current bull market to end in the immediate future.

Comment & Analysis

Why Spain is the ultimate destination for the ultra-wealthy

January 26, 2026

In Spain, access to outdoor spaces, proximity to nature, security, and a strong cultural and gastronomic offering are particularly influential.

Comment & Analysis

Luxury Sector Turns to Wealthy Americans to Boost Business

January 26, 2026

Businesses in the luxury space are due to report earnings next week, and Barclays analyst Carole Madjo expects the healthy performance of the U.S. stock market to translate into an uptick in spending on luxury goods this year.

Comment & Analysis

JTC Enhances LatAm Proposition with New Brazil Office

January 23, 2026

The Sao Paulo office, located in the city’s financial district, blends local expertise and language capabilities with access to the global knowledge and resources of JTC’s renowned service offering through its international network.

Comment & Analysis

"To invest in private markets, you need a tailored approach" – interview with Frédéric Rochat

January 23, 2026

Frédéric Rochat offers his perspective on illiquid assets and their presence (or absence) in private client portfolios, advocating a "tailored" approach.

Comment & Analysis

Gen X have most wealth in property as Baby Boomers move to cash

January 22, 2026

Gen X households hold the most wealth in property and shares of any generation according to new KPMG analysis

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