Latest Comment & Analysis
Banking In Turbulent Times – In Conversation With Arbuthnot Latham
This publication recently sat down with Arbuthnot Latham, the venerable UK private banking group (it also does commercial and corporate banking) to discuss its strategy in what has been a volatile and difficult ...
EXCLUSIVE: A Walk Around Germany's Single-Family Offices Sector – Part 2
In part one of this two-part feature, this publication talked to German banks about their work with the country's single-family offices. Now it is the turn of Swiss banks to discuss how they approach the German ...
EXCLUSIVE: A Walk Around Germany's Single-Family Offices Sector – Part 1
As it is high time that this news service took a deep dive into the German single-family offices sector, we talked to some of the country's banks who serve it, and set out the scale of what this sector holds. ...
UK's Oakley Capital Stays Nimble As Rates Affect Private Markets
After a decade or more of being told that private market investing was a hot area, drawing in significant funds from wealth managers, family offices and others, the sector has been jolted by rising rates. But th...
Focus On Ireland As A Growing Financial Hub
Michael D’Arcy, former Irish minister of state at the department of finance, discusses the outlook for fund management in Ireland on the 25th anniversary event of Mediolanum International Funds, where the futu...
Research: Tech & Ops Wealth Trends In Wealth Management 2023
The 26-page report examines the issues and concerns affecting the shape of technology and operations in the world's wealth management sector. ...
Latest News
Morningstar Wealth Favours Bonds In 2024
Morningstar Wealth has published its 2024 outlook this week, with insights from Dan Kemp, global chief investment officer at Morningstar Investment Management, and Preston Caldwell, chief US economist at Mor...
Inheritors Overtake Creators As Billionaires – UBS Study
For the first time in nine editions of the report, billionaires have accumulated more wealth through inheritance than entrepreneurship, indicating that the great wealth transfer is gaining momentum. ...
As COP 28 Begins, Quaero Capital Outlines Top ESG-Focused Stock Picks
As investors face a number of challenges, notably climate change, Geneva-based asset management company Quaero Capital outlines its top stock picks this month. ...
StanChart Names DPM, Asset Allocation Head
The bank said that the new appointee will play a key role in enhancing its portfolio management strategies and deepening its capability in providing clients with wealth advice. ...
Renowned US Investment Figure Charlie Munger Dies, Aged 99
Munger's influence on investors spread far beyond the shores of the US. A business partner with Warren Buffett, his achievements and commentaries are part of the folklore of the investment industry. ...
LGT Appoints New Global Stewardship Lead
The UK wealth management firm continues to push its sustainability credentials. ...
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