Latest Comment & Analysis
ANALYSIS: A New "Golden Visa" – The Argentina Version
Argentina has introduced a citizenship-by-investment programme, one of a number of "golden visas" certain jurisdictions have adopted in recent years, to varying levels of applause and condemnation. We talk to ad...
ANALYSIS: Removing AI Gender Biases In Wealth Sector
Women typically outlive men and their financial needs can differ, but without due care, wealth managers' AI tools will operate on established biases in the data. We talk to a US-based figure in the tech and weal...
Longevity, Health Spans And Wealth In Motion – In Conversation With Manulife
As part of a series examining the work of life insurers for affluent and HNW clients in Singapore, we talk to a senior executive at Manulife about its recent research and the implications. ...
ANALYSIS: Asia’s Life Insurers Flex Wealth Management Muscles
This news service takes a look at Singapore's life insurance market and the views, activities and strategies that come into the wealth management space. Here is the first in a series. ...
Opportunities, Hurdles In Serving Emerging Europe's HNW, Ultra-HNW Clientele – Deutsche
In a sector where client preferences and needs are as varied as in private banking, the complexity level goes up another gear in certain countries in the Balkans, Greece, Turkey and Israel. We recently talked to...
ANALYSIS: As Firms Open Offices, Secure Licences, Gulf Wealth Sector Is In Confident Mood
While it has been hard to ignore the geopolitical challenges, there has been a steady flow of stories about wealth managers, advisory firms and banks establishing offices, entering alliances and opening offices ...
Latest News
Highvern Gets A Brand Makeover
The group has put all its businesses under a single, new brand. ...
Raymond James Names Merged UK Wealth Division Head
The UK arm of Raymond James Financial has named Dave Pederson chief wealth management officer, heading a new division that brings its wealth managers under one roof. ...
What’s New In Investments, Funds? – Wedbush Fund Advisers, HANetf, Others
The latest news in investment offerings, financial products and other services relevant to wealth advisors and their clients. ...
Who’s Moving Where In Wealth Management? – Quilter
The latest moves and appointments for wealth management roles in the UK, and other parts of Europe, the Middle East and select international locations. ...
US Bonds More Attractive Than UK Gilts – Orbis
Mark Dunley-Owen at Bermuda-based Orbis Investments discusses why he believes bonds are attractive today, and why he has a preference for US bonds over the UK and France. ...
L&G Asset Management Pushes Further Into Real Estate, Wealth Area
With £1.2 trillion ($1.3 trillion) in AuM, L&G wields considerable weight in the UK and international financial space, including the wealth management arena. ...