News, Comment & Analysis results for Archive

Strategy
25 March 2024

Central Banks Confirm Easing Bias – Pictet

Frederik Ducrozet, head of macroeconomic research at Pictet Wealth Management, shares his...

New Products
25 March 2024

What’s New In Investments, Funds? – Sumitomo Mitsui DS Asset Management

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

Compliance
25 March 2024

Setting Boundaries: Privacy, Transparency Debated In Monaco

Privacy is under assault. Although there have been a few victories, AI, political pressures about...

Strategy
25 March 2024

UBS To Close Smaller Credit Suisse Accounts – Report

About 17 per cent of the wealth management assets at UBS are held in the Asia-Pacific region. ...

Surveys
25 March 2024

Younger Generations Want To Retire Earlier – Brown Shipley

UK wealth manager Brown Shipley, a Quintet Private Bank, has just released a new survey focusing on...

New Products
22 March 2024

What’s New In Investments, Funds? – BNY Mellon, Albion Capital

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

Investment Strategies
22 March 2024

US Fed, BoE Hold Fire On Rates; Switzerland Cuts – Wealth Managers' Reactions

This has been a busy week for central banks, with the Bank of England and Fed holding rates, while...

People Moves
22 March 2024

Citi Private Bank Boosts Global Family Office

The US banking group has expanded its global family offices group. ...

People Moves
22 March 2024

Liechtenstein's LLB Names Former Credit Suisse Figure To Head Retail, Corp Banking

The appointee has more than three decades working in the corporate client space. ...

People Moves
22 March 2024

Bank Of Singapore Names New Team Head

The private banking arm of OCBC, a large Asian financial services group, makes senior hire. ...

Comment & Analysis results for Archive

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...

Offshore
30 September 2022

Green Funds, Foundations And Other Qualities: The Guernsey Formula

This news service talks to the organisation that promotes the island's financial services sector...

Company Profiles
28 September 2022

Decisive Adopts "Endowment" Mindset In Building Long-Run Returns

Decisive is an example of the kind of EAMs that are an important sector in the Swiss financial...

Company Profiles
21 September 2022

Get Ready For More Assets To Be "Financialised"

We talk to a business using cryptocurrency and blockchain tools to make diamonds a more efficient...

ESG
13 September 2022

Fossil Fuels And Transition: What's The Direction Of Travel?

A commentator on ESG and sustainability talks to this publication about the transition from fossil...

Offshore
6 September 2022

Havens Of Calm In Volatile Times: The Channel Islands

At last, after the lockdowns and restrictions have eased off, this news service spent time in...

Surveys
29 August 2022

Asia Has Less Envy And More People Striving For Wealth

Social envy of wealth is much lower in parts of Asia than in many European nations – arguably a...

Company Profiles
18 August 2022

Business Travel – An Expanding Frontier For Airbus

The world’s business aviation industry is a barometer for the wealth management industry to...

ESG
16 August 2022

Pushback Against ESG: Collective Action Or Collective Suicide?

The supposedly remorseless drive against carbon-based energy towards areas such as wind, solar,...