News, Comment & Analysis results for Investment

Investment Strategies
January 6, 2026

Wealth Managers Optimistic About Emerging Markets, AI, Gold, Defense In 2026

After emerging market equities outperformed many developed markets in 2025, led by a broad rally in

People Moves
January 6, 2026

Who’s Moving Where In Wealth Management? – AllianceBernstein

The latest moves, appointments and personnel changes in wealth management for North America.

Investment Strategies
January 5, 2026

Wealth Managers See Little Near-Term Venezuela Impact; Eye Oil, Defense Implications

The Trump administration certainly began 2026 in dramatic fashion, announcing the capture of the

Investment Strategies
January 5, 2026

UK Investment House Positive On US Equities, Gold

Patrick Brenner, chief investment officer, multi asset, at UK-listed investment manager, sets out a

Strategy
December 24, 2025

From The Editor's Chair: Tariffs, Asset Shifts, AI, Private Markets And Mobile Wealth – 2025 In Review

The editor casts his eye back at the past 12 months to highlight significant themes and

Strategy
December 23, 2025

Most Interesting Questions For 2026

We gaze into the crystal ball for the main likely trends for the coming 12 months, and also take

Investment Strategies
December 23, 2025

Orbital Satellite Financing – A Look At Investment Opportunities

While a complex and challenging field in some ways, investing in space satellites is also an

Alt Investments
December 23, 2025

Widening Private Market Access And Demand For Alpha – Implications For Fees

We talk to the founder and CEO of a four-year-old fintech that works with RIAs, family offices and

People Moves
December 22, 2025

Former Citi Private Bank Global Head Joins HSBC

The new CEO of the private banking arm of HSBC had been at Citigroup since 2007 in a variety of

Strategy
December 22, 2025

The Most Impactful Newsmakers Of 2025

Our US correspondent looks at the people and firms that made some of the most significant news

Comment & Analysis results for Investment

Wealth Strategies
May 2, 2025

A Powerful Investment Most Investors Overlook: Paying Less Tax

Taxes were uppermost in mind in the following talk by the co-founder of Wealthrive and Freedom

Investment Strategies
February 4, 2025

Private Aviation Investment Taps Rising Wealth Trend

Rising wealth, discontent with the irritations of routine commercial flights, and the desire to

Wealth Strategies
July 2, 2024

Private Markets Are "Where the Momentum Is": Morningstar Investment Conference

As readers know, private market investing is all the rage – to the point where some organizations

Technology
February 23, 2023

Space Tech's Investment Case Is Increasingly "Normal"

In a wide-ranging conversation, we talk to a lawyer with strong investment connections about

Strategy
January 27, 2023

How Investment Limited Partners Can Advance With Fintech

In this guest commentary, a firm argues how limited partners' investment lives are being changed by

WM Market Reports
October 26, 2022

New Research: An Update On Family Office Efficiency In Accounting, Investment Analysis

This news service is joining forces again with FundCount to examine how technology is making family

Company Profiles
September 19, 2022

Keeping Investment Under The Roof At Manhattan West

We catch up with a US wealth management firm that chooses to keep its investment management

Investment Strategies
May 26, 2022

ESG Investment And Arms – How Ukraine Changes The Conversation

ESG investors might once have assumed that weapons were off-limits, and divested from stocks of