News, Comment & Analysis results for Archive

People Moves
4 November 2024

Amundi Names Head Of Investment, Asia

The new head of investment started his career at Amundi in New York in 2010 on the alternative...

Alt Investments
4 November 2024

In Troubled Times, What's The Investment Case For Fine Alcohol?

Whether it is fine wine, whisky or cask tequila, there is a case, so advocates for investing say,...

Asset Management
4 November 2024

UBS's Asset Management Arm Launches Tokenized Fund

The firm says there is growing investor appetite for tokenized financial assets. A report last week...

Emerging Markets
4 November 2024

India: Despite High Valuations, Resilient Growth Offers Opportunities

The author of this article argues that while the Indian stock market has high valuations, there are...

People Moves
1 November 2024

Franklin Templeton Ramps Up Wealth Arm's Alternative Investments Focus

The US-listed firm says it is one of the largest managers globally of alternative investments...

People Moves
1 November 2024

Who's Moving Where In Wealth Management? – Cazenove Capital

The latest moves, appointments and personnel changes for wealth management in the UK, continental...

Tax
1 November 2024

The End Of UK's Non-Doms – More Thoughts After The Budget

Giving a range of opinions about the end of the UK's non-dom system and its replacement, wealth...

People Moves
1 November 2024

Vistra Names New Chief Corporate Development Officer

The new appointee has already made a positive contribution to the business by completing three...

Technology
1 November 2024

Digital Digest: The Latest Tech News – Wealth Dynamix, Picard Angst MEA

The latest technology news in the wealth management sector from around the world. ...

Tax
31 October 2024

OPINION OF THE WEEK: A Big Tax Hit To HNW Individuals – The UK Budget

The editor reflects on the first Budget from a Labour-led UK administration for 14 years. It was,...

Comment & Analysis results for Archive

WM Market Reports
15 October 2024

WealthBriefing's Tech And Ops Trends In Wealth Management Research Report

The annual report is an important part of the work that the publisher of this website does in...

New Office
8 October 2024

The Bahamas: A Complete And Compelling Choice - Part 2

This document sets out areas that continue to preoccupy financial services professionals working in...

Tax
1 October 2024

Non-Doms, Fairness And Family Enterprise – In Conversation With Philip Marcovici

While debate appears open on whether and how the UK's non-dom system will disappear, we talk to a...

Strategy
10 September 2024

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...

Investment Strategies
1 August 2024

Stonehage Fleming Leans Into Tech, Healthcare

A desire for delivering above-average organic growth, and firms that have a strong culture and...

Offshore
31 July 2024

The Bahamas' Push For Climate Justice, Tapping Digital Assets Growth Story

The Caribbean jurisdiction has been through its fair share of challenges. Today, the international...

Company Profiles
31 July 2024

With Big Event Security Under Spotlight, Have A Plan – Global Guardian

Amidst all the fun and spectacle of great sporting events and cultural festivals, a difficult...

Company Profiles
16 July 2024

Guiding Advisors From Start To Finish – The View From Benchmark Capital

Part of Schroders, Benchmark Capital explains how it works with IFAs and other wealth...

Offshore
1 July 2024

The Bahamas: A Complete And Compelling Choice – Part 1

The document has been put together by the Caribbean jurisdiction's financial services sector...

Wealth Strategies
1 July 2024

Proteomics: A New Frontier In Innovative Health Investing

A UK-based investment boutique, which puts innovation at the heart of how it chooses stocks, talks...