• wblogo
  • wblogo
  • wblogo

Latest News

articleimage

Reports - October 27, 2020

Nine-Month Profits Sag At HSBC's Wealth, Personal Banking Arm

Results for the wealth and personal banking division - which includes private banking - fell in the nine months to end-September, and also for the latest quarter from a year earlier. Group results were also down...

articleimage

People Moves - October 26, 2020

iCapital Ramps Up Non-US Business Growth

The US-based firm's platform hosts investments such as private equity, credit, real estate and other “alternative” asset classes, and is part of a shift in how investors can obtain more access to areas previ...

Comment and Analysis

articleimage

Wealth Strategies - October 12, 2020

Don't Let Your Politics Blunt Investment Returns

Political opinions, of any kind, can seriously reduce your investment returns. Anti-capitalism and nationalism are among the most harmful biases, but they are by no means the only ones.  ...

articleimage

Family Office - October 9, 2020

Protecting Family Offices In Remote Working Age

What steps should family offices take to protect cybersecurity at a time when family and non-family members are working from home? Coping with a biological virus can actually increase the risks of falling victim...

articleimage

M and A - October 8, 2020

M&A Spree Shows Scale Is Name Of The Game

A prominent figure in the North American wealth space ruminates on a spate of M&A activity, breakaways, and what this says about the state of the market. ...

articleimage

Investment Strategies - September 24, 2020

Pandemic: ESG's Deathknell Or New Beginning?

What effect has the global pandemic had on the trend known as ESG investing? Is it a net plus for the idea or has it actually pushed the concept backwards? If the focus in the coming months is on how to raise gr...