News results for Archive

Fund Management
17 May 2023

Franklin Templeton Optimistic For ETFs In 2023

Lotfi Ladjemi, the senior ETF sales specialist for the UK and Ireland for Franklin Templeton,...

Strategy
17 May 2023

How Asset Managers Can Harness AI – BNP Paribas AM

Edouard Legrand, chief digital officer at Paris-based BNP Paribas Asset Management, discusses the...

M and A
17 May 2023

AlTi Expands Into Singapore With Acquisition

AlTi has been busy – expanding out of the merger between a US and London multi-family office –...

M and A
17 May 2023

Suntera Global Acquires Carey Commercial

Carey’s corporate and private wealth offering complements and enhances Suntera’s current...

People Moves
17 May 2023

Who's Moving Where In Wealth Management – William Blair, Latitude IM, Moelis & Company

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

Surveys
17 May 2023

Big Investors Still Cautious, Despite Improving Conditions – Study

SWFs, while state entities, have a lot in common with large family offices because of their often...

Alt Investments
17 May 2023

Specialist Lender Puts Aston Martin Owners In Control

The venture is an example of how owners of classic, luxury objects can use them to raise cash in...

Technology
16 May 2023

Digital Digest: The Latest Tech News – Wealth Dynamix, Third Financial

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

Strategy
16 May 2023

Japanese Stock Market To Stay Robust In 2023 – SuMi TRUST

Ahead of the release of Japan’s preliminary GDP figures for the first quarter of 2023 this week,...

People Moves
16 May 2023

Investec Wealth & Investment Names New Head Of Entrepreneurs

UK wealth manager Investec Wealth & Investment made a senior hire this week, as part of a raft of...

Comment & Analysis results for Archive

Technology
7 March 2022

Crypto Assets, Distributed Finance And Wealth Managers' Menus

Family offices, private banks and wealth managers are considering using the infrastructure of...

Art
24 February 2022

NFTs: A World Of Wealth Beyond Gotham City 

While there is much buzz and confusion surrounding NFTs in the media, understanding the reality of...

Tax
23 February 2022

As UK Raises Taxes, Where Do Venture Capital Trusts Fit In?

Investment vehicles that have certain tax advantages over time are more popular when certain...

Alt Investments
21 February 2022

"Dry Powder" And "Democratisation" – Trends In Private Market Investing

This publication talks to Broadridge, the financial technology firm, about trends in the private...

Legal
21 February 2022

The "ZXC" UK Court Decision Vs Bloomberg – What It Means For HNW Individuals

The UK Supreme Court has addressed a case regarding Bloomberg News publishing a highly confidential...

Investment Strategies
2 February 2022

How Barclays Private Bank Is Positioning Its Portfolios

We talk to the UK-based private bank to ask about its asset allocation stance, its expectations for...

Strategy
31 January 2022

Rebuilding Trust, Respect For Financial Services

Advisors have had to completely change how they engage with clients over the past two years because...

Investment Strategies
19 January 2022

Investors Should Lean In To India's Opportunities – Matthews Asia

India can provide investors with a high-growth allocation in their portfolios particularly at a...

ESG
14 January 2022

Wealth Industry's Force For Environmental Good Accelerates

We talk to an investment firm at the cutting edge of putting money to work in businesses that cut...

Philanthropy
13 January 2022

Cazenove Capital Eyes Strong Donor Advised Fund Demand

Donor-advised funds are a turn-key solution for rapidly building a philanthropic toolkit and...