News, Comment & Analysis results for Archive

Investment Strategies
31 May 2024

Investment Managers Favour Indian Equities In 2024 – HSBC, DWS

Investment managers at HSBC Global Private Banking and German asset manager DWS discuss the global...

Alt Investments
30 May 2024

UBS Unveils New Management As Credit Suisse Integration Nears Final Stage

The changes underscore the importance that UBS sees in the Americas and Asia-Pacific markets in...

Client Affairs
30 May 2024

Wealth Managers React To China’s Housing Stimulus Measures, IMF Upgrade

After the International Monetary Fund upgraded China’s growth forecasts in 2024 this week, wealth...

ESG
30 May 2024

Edmond de Rothschild AM Steps Up Action On Net Zero

As investors become increasingly concerned about climate change, Paris-based Edmond de Rothschild...

Market Research
30 May 2024

Get Ready For 12th Annual WealthBriefing Tech & Ops Report

Full of actionable insights, the annual report from this news organisation is a valuable addition...

People Moves
30 May 2024

Who’s Moving Where In Wealth Management? – Ocorian, Gen II Fund Services

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

Strategy
30 May 2024

Mass-Affluent, Lower HNW Market – Are Wealth Managers, Banks Cracking The Code?

In this news analysis, the editor examines whether firms have figured out decisively how to cater...

Asset Management
30 May 2024

EXCLUSIVE: Spotlight On Small-Mid Cap Equities In Europe, UK – Quaero Capital

Philip Best and Marc Saint John Webb, co-fund managers of Quaero's Argonaut fund, discuss the...

Family Office
29 May 2024

Equity Demand On The Rise In Family Offices – Citi

Citi Wealth has just released its family office investment report for the first quarter of 2024,...

Financial Results
29 May 2024

Julius Baer Reports Robust Financial Results, Net Inflows Improve

The bank said that after a weaker start in January, net inflows "improved significantly" in the...

Comment & Analysis results for Archive

Compliance
2 November 2022

10 Years On From HSBC's AML Saga – What Has Changed?

The author of this article claims that there has been little improvement in AML controls in much of...

Legal
1 November 2022

International Surrogacy Developments: Financial Impact On Families

The author argues that as more people resume foreign travel, with many doing so to consider...

Compliance
27 October 2022

The Pandora Papers One Year On: Lessons Learned And To Learn

Today, the idea appears to grow that holding wealth is something deserving of opprobrium. The more...

Company Profiles
27 October 2022

Using Tech To Achieve Wealth Management Edge – In Conversation With InvestCloud

Finding new clients, attracting and keeping them requires a range of qualities, and intelligent use...

WM Market Reports
26 October 2022

New Research: An Update On Family Office Efficiency In Accounting, Investment Analysis

This news service is joining forces again with FundCount to examine how technology is making family...

Compliance
20 October 2022

As Swiss EAM New Regulation Deadline Looms, Banks, Others Eye Big Changes

At the start of 2023, external asset managers in Switzerland will live in a new regulatory...

Company Profiles
18 October 2022

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...

Emerging Markets
14 October 2022

Focus On Investment Opportunities In China – Chartwell Capital

As investors struggle to decide where to put their money, Ronald Chan, founder and CIO of Chartwell...

WM Market Reports
4 October 2022

Tenth WealthBriefing Tech & Ops Trends Report

Here is our 2022 Technology and Operations Report, a regular overview of the trends affecting the...

Practice Strategies
4 October 2022

Back To School: Summary Of Wealth Management-Related MBAs, Post-Grad Courses

Here is an updated list of various courses, mostly of postgraduate and MBA level, that are relevant...