News, Comment & Analysis results for Archive
Who’s Moving Where In Wealth Management? – Rathbones AM, Maven Capital Partners, Others
The latest moves, appointments and personnel changes among wealth management and related...
Apricus Finance Eyes Near-Term Portfolio Shifts, Mulls Trump Victory Impact
The Switzerland-based external asset manager gives an update on how it is setting up its portfolios...
Global Wealth, Asset Management AuM To Reach $171 Trillion By 2028
Perhaps inevitably, the topic of AI looms large in this survey of wealth and asset management...
Deals Of The Day: The Latest In Wealth Management M&A – JTC, FFP, Succession Wealth, True Wealth
The latest mergers, acquisitions and other corporate actions in the wealth management sector. ...
UBS Wants New US Banking Licence – Media
The Zurich-listed bank is reportedly looking at how it can extend its range of services in the US. ...
Families' Desire To Safeguard Generational Wealth Endures – Study
Julius Baer and PwC Switzerland have released their “2024 Family Barometer,” which looks at the...
Franklin Templeton Names New Global Executive Committee Member
California-headquartered investment manager Franklin Templeton makes global appointment to help...
AXA IM Names New UK CEO
French-headquartered AXA Investment Managers, the investment arm of AXA, an insurance and asset...
EXCLUSIVE: Spotlight On European Long Only Equity Market – Landsdowne
Daniel Avigad, who runs Lansdowne’s $2.7 billion European long only strategy, shares his insights...
Why J Stern & Co Stays Optimistic In Turbulent Times
The investment partnership – born out of a family office with origins in Europe, and now reaching...
Comment & Analysis results for Archive
Does Liability-Driven Investment Have Any Place In Wealth Managers' Toolkits?
The area of liability-driven investment is a specialist approach to managing money for final-salary...
Cash-Rich Firms Can Tap M&A Opportunities As Rates Rise
Companies with plenty of cash stand to benefit from the M&A opportunities that can be thrown up in...
Focus On Long-Term Investment Opportunities – Baillie Gifford
Faced with soaring inflation, rising interest rates and geopolitical conflicts, investment managers...
EXCLUSIVE: LNG – A Growth Driver For Three Groups Of Single Family Offices
Demand for liquified natural gas, aka LNG, is high amidst a global energy crisis, magnified by...
A Wide Set Of Wealth, Business Tools In Jersey: In Conversation With Stonehage Fleming
What sort of structures and entities do clients coming to Jersey want to use? What sort of...
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...
International Surrogacy Developments: Financial Impact On Families
The author argues that as more people resume foreign travel, with many doing so to consider...
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...
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...
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...
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