News, Comment & Analysis results for Archive

Fund Management
12 July 2024

Goldman Sachs Gets Positive On AI

Goldman Sachs Asset Management looks at trends including the AI phenomenon.    ...

Philanthropy
12 July 2024

A Charity Evening To Empower Children With Play

A charity this publication is proud to partner with is Right To Play. It argues that play is...

ESG
12 July 2024

The ESG Phenomenon: Principal AM, Stewart Investors

The latest developments in the ESG space. ...

Compliance
12 July 2024

Wealth Managers Mostly Applaud UK Listing Reforms

In a bid to revive flagging listings and confound worries that the City is losing its edge, the UK...

Alt Investments
12 July 2024

European, Asian Fund Buyers Think Clients Don't Love "Private Alternatives" Enough – Survey

While some wealth management figures worry that enthusiasm for private market investments can be...

Wealth Strategies
12 July 2024

Private Client Investors Yawn At Election Dramas, Equity Appetite Rises

With one of the busiest election years in history – more than 70 around the world – it might...

People Moves
12 July 2024

Who’s Moving Where In Wealth Management? – Fulcrum Asset Management, Dynamic Planner, Others

The latest moves and appointments in wealth management in the UK, the rest of Europe, the Middle...

Market Research
11 July 2024

UBS Report Shows Wealth Growth

UBS has released a new report this week revealing how wealth growth across the world has recovered...

Tax
11 July 2024

Lift Reporting Rule On US Expats' Foreign Pensions – American Citizens Abroad

This story is another example of how the worldwide nature of US taxation means that expats are...

People Moves
11 July 2024

Bank Julius Baer Names New Swiss Market Head

The bank said that the new head, who joined in 2019, has managed his role as market head Germany...

Comment & Analysis results for Archive

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...

Strategy
26 June 2024

The Good, The Difficult And The Stable – What Headhunters See Around The World

We talk to wealth management headhunters in North America, Europe, Middle East and Asia about what...

Real Estate
26 June 2024

As HNW Individuals Seek Options, An Adriatic Resort Prepares

Luxury resorts based in low-tax jurisdictions have been around for decades; given the winds of...

Alt Investments
4 June 2024

An Expert Sparring Partner For Wealthy Investors In Alternatives

A Germany-headquartered multi-family office, which won a capital market licence earlier this year,...

M and A
29 May 2024

Swiss Bank Consolidation Chatter Shows How Scale Dominates Thinking

Regardless of the truth of specific rumours and media stories, the idea that more Swiss banks might...

Technology
14 May 2024

Exclusive: FIS Focuses On AI’s Wealth Management Role

Russell Andrews, head of wealth and asset management EMEA, capital markets at Florida-headquartered...

ESG
9 May 2024

EXCLUSIVE: Spotlight On Regenerative Agriculture, Forestry – SLM Partners

Paul McMahon, a co-founder and managing partner of asset manager SLM Partners, discusses why there...

Offshore
17 April 2024

How Citizenship/Residency-By Investment Programmes Evolved - And What's Next

A marker for globalisation and the degree of unfettered movement that people enjoy, the market for...

Investment Strategies
5 March 2024

Managing Autocracy Risk Is Big Wealth Protector

A quick perusal of news headlines underscores why the risk of holding firms exposed to...