News, Comment & Analysis results for Archive

People Moves
June 30, 2026

Matthews Appoints Former Fidelity International Executive As COO

Matthews - formerly known as Matthews Asia - has made a major C-suite appointment. The investment

Asset Management
June 30, 2026

What's New In Investments, Funds? – Savvy Wealth

The latest news in investment offerings, financial products and other services relevant to wealth

Financial Results
June 29, 2026

Summary Of Q1 2026 Financial Results In Wealth Management, Private Banking

We summarise results for the private banking and wealth management arms of banking groups, and in a

Awards
June 29, 2026

Secrets Of Success, And Hopes For Future Explained In 2026 FWR Edition Of Acclaim

An important part of our FWR awards program is giving those who succeeded a chance to explain how

Investment Strategies
June 29, 2026

Swiss Private Bank Likes US Equities, Cites AI Impact

Senior figures at one of Switzerland's largest banks discuss how they see markets from this

Comment & Analysis results for Archive

Legal
August 21, 2025

Executor Survival: Navigating Legal, Emotional Turbulence – Lawyers And Family

The emotional and financial costs of handling estate-related litigation can be severe, and not

Family Office
August 11, 2025

Getting Service Right For Family Offices – In Conversation With Northern Trust

We recently talked to the US-headquartered group about how it goes about serving family offices and

M and A
August 6, 2025

After The Honeymoon: How To Handle Post-M&A Integration Blues

Our US correspondent looks at the flurry of big merger and acquisition deals and how to handle the

Asset Management
July 7, 2025

Index Investing – How To Solve The "Reconstitution" Problem

We talk to Dimensional Fund Advisors about why index investing in the conventional sense raises a

Alt Investments
June 30, 2025

Biggest Fans Of Alternatives? Family Offices, UHNW Clients

Whatever questions arise about the increased noise around private markets – aka "alternatives"