News, Comment & Analysis results for Archive

Financial Results
16 January 2025

JP Morgan's Q4 Net Income Rises Sharply; Wealth, Asset Management Results Shine

Besides setting out the results, the CEO of the US lender talked about the need to get the balance...

Financial Results
16 January 2025

Wealth, Asset Management Revenues Rose At Goldman Sachs In 2024

The US firm reported a broadly stronger set of financial results across its business, including...

Investment Strategies
16 January 2025

St James's Place Smiles On Small-Cap, Emerging Market Equities

Justin Onuekwusi, chief investment officer at UK wealth manager at St James's Place, shares his...

Compliance
16 January 2025

Financial Regulators Turn Up Heat On Miscreants

The reports looked at a range of different types of financial misconduct, failure and outright...

Investment Strategies
16 January 2025

Stonehage Fleming Positive On US Equities In 2025, Cautious On Europe, China

Peter McLean, head of multi-asset portfolio solutions at Stonehage Fleming, advisor to families and...

People Moves
16 January 2025

Who’s Moving Where In Wealth Management? – 7IM, Periskop Partners, Appleby

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

People Moves
15 January 2025

Brown Advisory Names New Co-Chief Executive

US-based investment manager Brown Advisory, which has about $170 billion in assets under...

Surveys
15 January 2025

Personalisation Of Wealth No Longer A Niche Play – MSCI

The days when closely tailored investment and wealth services were for those at the top of the...

People Moves
15 January 2025

UBP Appoints Market Head For Philippines

The Swiss private bank said the Philippines has always been a market it wants to grow as part of...

People Moves
15 January 2025

Summary Of Executive Moves For Global Wealth Management – November 2024

A roundup of moves in the world's wealth management industry. There were a number of senior changes...

Comment & Analysis results for Archive

Compliance
23 December 2022

Editorial Comment: Danske's Dirty Money Settlement Shows Complacency Isn't An Option

We reflect on how, at the end of 2022, US and Danish regulators imposed a $2.06 billion settlement...

Philanthropy
20 December 2022

Asset Allocation For Philanthropists Gets Tough

Rising inflation, falling stock markets, pleas for help and donors' own financial constraints mean...

Legal
12 December 2022

Handling Harassment: Rights, Wrongs For HNW Families

Intrusive and unwanted communication can be alarming and upsetting. If something feels wrong, it is...

White Papers
8 December 2022

Wealth Management: Technology Platforms, Competition In Challenging Economic Times

Every wealth manager is struggling with the key question of how to balance competing imperatives....

Art
2 December 2022

Fractions Of Fine Art – In Conversation With Mintus

The $65 billion-plus fine art market hasn't been an easy one to penetrate for those who aren't...

Client Affairs
1 December 2022

HNW Individuals' Public Profiles Risk Reputation Threats

Social media and the constant flow of news puts HNW people under intense scrutiny. Here is an...

Compliance
1 December 2022

The FTX Collapse: The Lessons

The author of this article argues that the failures with FTX are little to do with regulation or...

Legal
30 November 2022

Invisible Contracts When Moving In With A Partner

Couples choosing to cohabit should consider documenting their intentions in relation to their...

Compliance
29 November 2022

The FTX Collapse: The Lessons

The author of this article argues that the failures with FTX are little to do with regulation or...

Compliance
29 November 2022

Digital Asset Market Becomes Fraudsters' Playground

The author of this article says that a lack of effective regulation, combined with an audience...