News, Comment & Analysis results for Archive

Surveys
13 December 2024

Mainland China’s Luxury Market Poised For Growth – Survey

The size and growth of the luxury goods and services market is a mark of the level of wealth in a...

ESG
13 December 2024

The ESG Phenomenon – abrdn

The latest developments in areas such as ESG investing and impact investment. ...

Statistics
13 December 2024

Hedge Funds Burnish Diversification Credentials

Different reports confirm that so far in 2024, hedge funds' performance has fallen into low...

New Products
13 December 2024

What’s New In Investments, Funds? – State Street Global Advisors

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

People Moves
13 December 2024

Progeny Names New Singapore Chief Executive

While headquartered in the UK, the business has a Singapore presence. ...

Compliance
13 December 2024

Swiss Regulator Orders Leonteq Profit Disgorgement Over Shortcomings

The Swiss firm said it has taken a number of measures to address the problems that were found....

M and A
13 December 2024

Deals Of The Day: The Latest In Wealth Management M&A – ZEDRA, RBB Business, Gryphon

The latest mergers, acquisitions and other corporate actions in the wealth management sector. ...

People Moves
12 December 2024

UBS Plans US Wealth Arm Revamp

The Swiss banking group and wealth manager is, so the report said, trying to compete more...

M and A
12 December 2024

Utmost Wraps Up Purchase Of Lombard International Assurance

Amongst its activities, Lombard is a player in what is called private placement life insurance...

People Moves
12 December 2024

Who’s Moving Where In Wealth Management? – Saltus, Canaccord, KBI Global Investors, Others

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

Comment & Analysis results for Archive

Fund Management
24 November 2022

Niche Carmignac Fund Aims To Win Big In Family-Owned Companies Space

We talk to a manager of a fund that concentrates on family-owned businesses, and these can range...

Wealth Strategies
22 November 2022

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...

Investment Strategies
9 November 2022

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...

Fund Management
8 November 2022

Focus On Long-Term Investment Opportunities – Baillie Gifford

Faced with soaring inflation, rising interest rates and geopolitical conflicts, investment managers...

Family Office
7 November 2022

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...

Offshore
4 November 2022

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...

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...