News, Comment & Analysis results for Archive
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...
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...
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...
Financial Regulators Turn Up Heat On Miscreants
The reports looked at a range of different types of financial misconduct, failure and outright...
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...
Who’s Moving Where In Wealth Management? – 7IM, Periskop Partners, Appleby
The latest moves, appointments and personnel changes among wealth management and related...
Brown Advisory Names New Co-Chief Executive
US-based investment manager Brown Advisory, which has about $170 billion in assets under...
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...
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...
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
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...
Asset Allocation For Philanthropists Gets Tough
Rising inflation, falling stock markets, pleas for help and donors' own financial constraints mean...
Handling Harassment: Rights, Wrongs For HNW Families
Intrusive and unwanted communication can be alarming and upsetting. If something feels wrong, it is...
Wealth Management: Technology Platforms, Competition In Challenging Economic Times
Every wealth manager is struggling with the key question of how to balance competing imperatives....
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...
HNW Individuals' Public Profiles Risk Reputation Threats
Social media and the constant flow of news puts HNW people under intense scrutiny. Here is an...
The FTX Collapse: The Lessons
The author of this article argues that the failures with FTX are little to do with regulation or...
Invisible Contracts When Moving In With A Partner
Couples choosing to cohabit should consider documenting their intentions in relation to their...
The FTX Collapse: The Lessons
The author of this article argues that the failures with FTX are little to do with regulation or...
Digital Asset Market Becomes Fraudsters' Playground
The author of this article says that a lack of effective regulation, combined with an audience...