News, Comment & Analysis results for Archive

People Moves
17 June 2025

Who’s Moving Where In Wealth Management? – Pacific Asset Management, BRI

The latest moves, appointments and personnel changes among wealth management and related...

Legal
17 June 2025

Senior Credit Suisse Figures Reportedly Warned Over Greensill – Media

A trial in the UK, involving a $440 million lawsuit against Japan's SoftBank over a deal it...

Investment Strategies
17 June 2025

Tikehau Capital Rides European Military Spending Wave

An increasing number of banks and investment houses are pushing into the expanding defence sector...

People Moves
17 June 2025

Fidelity International Names New Global CIO Of Fixed Income

The new CIO will be replacing Steve Ellis who announced last year that he would be leaving the...

People Moves
17 June 2025

Schroders Makes Senior Appointments For Asia, Global Roles

With a £6 billion market cap and almost $1 trillion in total AuM, the UK-listed wealth and asset...

People Moves
17 June 2025

Summary Of Senior Moves In Global Wealth Management – April 2025

A roundup of senior moves in the world's wealth management sector during April. ...

Investment Strategies
17 June 2025

Carmignac Favours European, Emerging Market Equities

French asset manager Carmignac shares its insights on the economic outlook for the second half of...

Fund Management
16 June 2025

What's New In Investments, Funds? – Partners Group

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

Compliance
16 June 2025

OPINION OF THE WEEK: UBS's Regulatory Headache, And What Just Happened In Monaco?

The editor looks at two stories of recent days – the regulatory tussle between UBS and the Swiss...

Investment Strategies
16 June 2025

Geopolitical Conflict Intensifies: Investment, Economic Impacts

Here are thoughts from a number of wealth management houses on the conflict in the Middle East and...

Comment & Analysis results for Archive

Asset Management
7 April 2025

The Forces Shaping Singapore's, Asia's EAM Sector

This news service prides itself on its coverage of external asset managers, family offices and...

Compliance
18 March 2025

Transparency International – The Latest Lessons For Wealth Managers

Transparency International's recently-published Corruption Perceptions Index, used by compliance...

Company Profiles
18 March 2025

An Urgent Need To Take Protection Vs Physical, Cyber Threats Up A Level

We talk to experts in physical and cyber security catering to the needs of wealthy individuals. In...

Client Affairs
12 March 2025

Wealth Asset Allocators: We Need To Talk About Defence

With geopolitical shifts of the magnitude of the US stance on Ukraine, Russia and other events...

Strategy
28 February 2025

Private Banks' Onboarding Limitations Revealed – And How To Fix Them

Client onboarding in private banking is riddled with inefficiencies – not just for high-risk...

Technology
19 February 2025

The Soaring Trend Of AI "Co-Pilots" In Wealth Management

We hear much commentary today about the use of AI "co-pilots" in financial services. What do they...

Company Profiles
13 February 2025

A Fund For All Seasons: Mixing Investment Styles At UK's Nutshell

A City financial trading background, added to a disciplined investment mindset, appears to be...

New Products
6 February 2025

Private Aviation's Investment Allure Weathers Turbulent Times

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

Investment Strategies
19 December 2024

2025 Private Credit Predictions: An Expert Perspective

A 26-year veteran of the alternative investments sphere – including private credit – explains...

Offshore
9 December 2024

The Bahamas: A Complete and Compelling Choice 2024

This publication carries a spread of articles and insights about the Caribbean jurisdiction. ...