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Comment, Analysis & Research

02/09/2026

From legacy to liquidity: valuations and Intergenerational contracts for family offices

Family offices sit on the front lines of this challenge. Seeking both growth and continuity

02/09/2026

International collaboration crucial in guiding and advising ultra-high-net-worth families

Her expertise ranges from tax-optimised business succession, through inheritance and gift law to succession planning for wealthy individuals.

02/09/2026

The world today – remarks by Andrew Bailey

Given at the AlUla Conference for Emerging Market Economies 2026

02/09/2026

Definitive investment doctrine needed for ‘hard power’ portfolios

There have been a number of doctrines in foreign relations, some influencing portfolio allocation, but a new system of investing is developing to match the changing world order

02/06/2026

HSBC plans to implement performance-based bonus cuts – report

According to sources, underperforming employees in areas such as investment banking and wealth management will be impacted.

02/06/2026

Why wealthy families are migrating – and why Dubai has become the leading destination

The 2026 wealth migration: What every successful family should know

02/05/2026

Five things that could derail the ECB

Early-year momentum should improve, with support from German fiscal easing and accelerating NGEU disbursements throughout 2026.

02/05/2026

UK savers advised to move fast for best savings deals

In spite of the recent cut to interest rate, many easy-access account or fixed-rate bond rates have held up longer than expected.

02/04/2026

Sovereign bonds revisited

Correlations between bonds and equities are no longer reliably negative.

02/04/2026

Permira chair moves to Switzerland as wealthy executives rethink residency strategies

Following the latest high-profile move, Spear's maps the ultra-wealthy who have left the UK since 2024 - and their chosen destinations

02/03/2026

Schroders joins UK business delegation to China

While in China, Richard took part in a panel discussion at the UK-China Business Council

02/03/2026

Talking ’bout next generation − speech by Sarah Breeden

Given at City & Financial Payments Regulation and Innovation Summit 2026

02/02/2026

From quill to quantum: Why letters still matter in the age of AI

The potential for strong company earnings is generating ongoing opportunities in the technology sector – a central industry for modern communication.

01/30/2026

Ortec Finance Continues Strong Client Satisfaction Scores in 2025 Survey

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

01/29/2026

Realpolitik, turbulence and opportunity

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

01/29/2026

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

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

01/28/2026

Loan-originating funds drive private debt growth in Europe

Loan-originating funds remain concentrated in a few financial centres, with Luxembourg accounting for 57% of commitments in 2024, the report found

01/27/2026

Gender pay gap narrows on UK financial services boards

The gender pay gap on UK financial services boards narrowed by 11 percentage points from 40% to 29% between 2020 and 2024 (the latest available five-year period).

01/27/2026

The new investment paradigm: What a CIO really thinks now

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

01/27/2026

Mills Review to consider how AI will reshape retail financial services

AI is already embedded across financial services.

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Barclays and NatWest to table rival bids for £2bn wealth manager Evelyn

02-05-2026

Fidelity appoints director of stewardship

02-05-2026

Apex Advisory & Capital Raising Wins New Client Mandate with Investment Firm APEX

02-05-2026

Utmost Wealth: How Luxembourg’s framework empowers international wealth structuring

02-11-2026

BoD - 6M Results for period ended 31/12/25 approved

02-11-2026

Bank Of America Highlights Women Advisors And Refines Italian Leadership Narrative

02-11-2026

Evelyn Partners ‘will not become Coutts’ following NatWest takeover

02-11-2026

Standard Life completes £700m Bulk Purchase Annuity with the Deloitte UK defined benefit pension scheme

02-11-2026

Evelyn Partners ‘will not become Coutts’ following NatWest takeover

02-11-2026

BoD - 6M Results for period ended 31/12/25 approved

02-11-2026

Utmost Wealth: How Luxembourg’s framework empowers international wealth structuring

02-11-2026

Bank Of America Highlights Women Advisors And Refines Italian Leadership Narrative

02-11-2026

Standard Life completes £700m Bulk Purchase Annuity with the Deloitte UK defined benefit pension scheme

02-11-2026

German retail funds inflows jump to four-year high

02-11-2026

Trident Trust Board Appointment News

02-11-2026

New Pay by Bank offering powers Amazon purchases directly from shoppers' UK bank accounts

02-11-2026

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