News, Comment & Analysis results for Archive

Investment Strategies
12 September 2024

EXCLUSIVE: Franklin Templeton Optimistic About Fixed Income, Green Bonds

David Zahn, head of European fixed income at Franklin Templeton, believes that now is a good time...

People Moves
12 September 2024

Leadership Changes Across Northern Trust

Leadership roles in family office, asset servicing and wealth management are in the mix of changes...

Strategy
12 September 2024

Arta Finance Obtains Investment Boost, Plots International Growth

The US RIA, which has also pushed into the Singapore market, says it is using digital tech to...

People Moves
12 September 2024

Who’s Moving Where In Wealth Management? – JTC, Progeny, Amundi

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

M and A
12 September 2024

Deals Of The Day: The Latest In Wealth Management M&A – Zedra, Blackstones

The latest mergers, acquisitions and other corporate actions in the wealth management sector. ...

New Products
12 September 2024

What’s New In Investments, Funds? – Allfunds, Rathbones, ABN AMRO

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

People Moves
11 September 2024

Who's Moving Where In Wealth Management? – Openwork, Brown Shipley, Others

The latest senior moves, personnel changes and appointments in the UK, other European, Middle...

Strategy
11 September 2024

UBS Reportedly Looks At India Wealth Partner Options

UBS exited the onshore wealth business of India a decade ago, but with its acquisition of Credit...

Alt Investments
11 September 2024

August's Stock Market Turmoil Hurts Hedge Funds' Performance

A regular monitor of how hedge funds' performance reveals itself shows the sector was unable to...

Financial Results
11 September 2024

Major UK Asset Manager Unveils New Leadership

This has been a busy period for the Edinburgh-headquartered business, which has made job cuts,...

Comment & Analysis results for Archive

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...

Strategy
19 February 2024

IQ-EQ Says US Wealth, Family Offices Sector Holds Big Opportunities

We talk to the group about its views on the potential, and the needs, of sectors such as US family...

Strategy
16 February 2024

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...

Wealth Strategies
15 February 2024

Money Market Funds Get Chance To Shine

A variety of forces have encouraged large inflows into money market funds, for example in the US....

Technology
5 February 2024

How T3 Experts See Artificial Intelligence

AI may not have dominated discussions at the recent annual T3 conference in Las Vegas, but...