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Comment & Analysis

03/06/2026

As Tax Year End Nears, Bestinvest’s Latest ‘Best Funds List’ Highlights the Top Fund Picks Favoured by its Research Specialists

Featuring 144 open-ended funds, Exchange Traded Products and investment trusts, the latest List is a valuable guide for DIY investors seeking inspiration for their tax-free allowances before the end of the financial year

03/06/2026

Federal Councillor Elisabeth Baume-Schneider will represent Switzerland at the United Nations Commission on the Status of Women in New York

The Swiss delegation will be led by Federal Councillor Elisabeth Baume-Schneider, Minister for Gender Equality.

03/06/2026

IWD 2026: Understanding the Female Wealth Boom in Asia

The female client segment in wealth management is arguably a topic less discussed, relative to its potential opportunity.

03/05/2026

Hong Kong Luxury Sales Continue Upward Trend in January

Although a higher base resulting from the early arrival of the Chinese New Year in 2025 weighed on January’s year-on-year comparison, the retail sector maintained its positive trajectory.

03/04/2026

Swedish pensioners speak out: how scrapping the wealth tax reshaped their country

The shift did not happen overnight, and many point to these two decisions as the turning point.

03/03/2026

European Wealth Management Has a Execution Problem. The WealthTech Radar 2026 Names It

Harvest and fincite today released the WealthTech Radar 2026, their fourth annual report on the trends reshaping European wealth management.

03/03/2026

Nomura Lists New ETF Designed to Track Performance of FTSE Japan ex-REITs High Income Cash Flow 50 Index on TSE

FTSE Russell is a trading name of certain of the LSE Group companies.

03/03/2026

Positioning private portfolios in a fracturing world

US strikes on Iran follow a return to unilateral force and coincide with emergence of three definitive power blocs in the investment world

03/03/2026

Financial intermediaries eye geographical expansion and strategic partnerships in 2026: Bank of Singapore survey

This comes as the FIM industry undergoes long-term structural change to meet evolving needs of clients.

03/02/2026

What percent of the world’s wealth is controlled by billionaires?

The 10 richest U.S. billionaires gained nearly $700 billion dollars in the last year.

02/27/2026

Cazenove: What comes next?

Catch up on this week’s top news in wealth management

02/26/2026

The end of imputed rental value: What Swiss property owners need to know

With the timeline for the change to take effect yet to be decided, many property owners are wondering what the consequences will be for them.

02/26/2026

90% of UK’s wealthiest families face active wealth conflicts, new research reveals

A lack of clear communication emerged as a critical factor, with 28% of families identifying it as a primary reason they disagree over wealth.

02/26/2026

Wealth Exodus – Why High-Net-Worth Individuals Are Moving Their Wealth?

High-net-worth individuals are reassessing where they base themselves and their assets in response to tax changes, geopolitical tension and policy unpredictability.

02/25/2026

IG Wealth Management Advisor Perception Industry Study: Canadian Advisors Seeking More Access to Tech, But Firms Falling Short

Each installment of the series explores key trends shaping the advisor–dealer relationship, revealing opportunities for firms to modernize their support models and better align with advisor priorities and evolving client needs.

02/23/2026

Why we’re optimistic about emerging markets

Emerging market equities could deliver faster earnings growth and exposure to the artificial intelligence theme.

02/23/2026

'Gen Z Will Be The Richest Generation,' Says Economist Justin Wolfers. The Bigger Question Is Who Actually Ends Up Owning The Wealth

While much of the public conversation has focused on rising housing costs, artificial intelligence and economic instability, Wolfers offered a strikingly optimistic take.

02/23/2026

Europe’s wealth divide mapped: Where are adults richest and poorest?

People in some countries are much richer than others. Wealth per adult shows a strong divide between richer and poorer nations.

02/23/2026

The journey to the bank branch: How far is too far?

Despite the ongoing decline in the number of bank branches, the still high branch density means there is still room for further closures.

02/20/2026

Cross-Border Wealth Management and Tax Planning for US and UK Expats in Poland

Discover the hidden tax, pension, and investment risks for US and UK expats, and learn how to navigate them effectively.

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Citi Launches Market-First Tokenized Depositary Receipts to Connect Private Companies and Investors

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What Freedom Means In Wealth Management In 2026

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Quintet introduces Quintet Financial Services (QFS)

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No longer ‘one and done’ as HNWs seek broader wealth manager relationships

06-18-2026

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06-18-2026

2026 Bank of America Private Bank Study of Wealthy Americans

06-18-2026

Ultra-wealthy home buyers are clamoring to have longevity amenities within easy reach

06-18-2026

Muzinich’s Torres makes the case for European private credit

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Shadforth expands private wealth business with eight appointments

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