News, Comment & Analysis results for Source
The Small Caps Equity Case – In Conversation With Oberon Investments
Small-cap stocks aren't always flavour of the month, and their performance can sometimes deter...
The Hard Realities Of Family Office Economics – In Conversation With Stonehage Fleming
Family offices are a hot topic, and many UHNW families want to create them, but going solo is an...
Canoe Intelligence, Ocorian Form Pact
The agreement between the firms enables Ocorian clients to plug into Canoe's AI and machine...
Blackstone Says Private Wealth Channel Has Strong "Momentum"
Blackstone is one of the big players – along with Carlyle and KKR – that have pushed harder...
Stonehage Fleming Names Former Lombard International Figure As Group CEO
The new group CEO has deep expertise in growing international businesses, building and managing...
Third-Quarter 2024 Profit Dips At ABN AMRO
A collective labour agreement – taking effect at the start of July – and more resources for...
US Family Offices Want Their Business Aircraft To Do Good – Airbus
Business jets used by family offices have a variety of uses, including humanitarian and charitable...
Swiss Single-Family Office Targets "Venture Secondaries," "Late-Stage Primaries" Sectors
As VC assets have expanded rapidly, faster than the pace of IPOs and M&A activity, the unspent...
Performance Watcher Leans Into B2B Strategy
An organisation based in Switzerland has moved into the business-to-business space. Having...
Santander, Atitlan Launch Agri-Focused Fund
The fund is being launched with initial contributions of €200 million ($221 million) by the bank...
Comment & Analysis results for Source
With Outsourced CIO Models, There's No Substitute For Experience – SEI
We talk to the Oaks, Pennsylvania-headquartered firm about its outsourced CIO business and the...
Singapore's Seviora Capital Intensifies Focus On Asian Food, Agriculture
Asia, which is home to 60 per cent of the world’s population, will need to produce more using...
Shining A Light On Risk, Returns With Performance Watcher
We talk to Performance Watcher by IBO, a Swiss organisation that uses an open-source model to...
BOOK REVIEW: "Putin's People" Casts Western Financial Firms In Harsh Light
Reading this book will be a painful experience for some bankers and financial service figures in...
The Perfect "Sandbox" – How Avaloq Innovates In The Cloud
We talk to Avaloq and one of the men driving R&D and innovation at the firm. He argues that the...
Award Winners
WealthTalk - Awards Videos
WealthTechAsia Awards 2021 – UBS
Duration: 3.88m
WealthTalk - From The Editor’s Desk Videos
WEALTH TALK: UK Millionaires And Non-Doms Depart – The Impact
Duration: 18.25m
WealthTalk - Expert View Videos
WealthTalk – "Autocracy Risk" And What It Means For Investors
Duration: 15.90m