News, Comment & Analysis results for Archive
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...
EXCLUSIVE: Edmond De Rothschild AM Pessimistic About COP29 Outcome
After two disappointing years, Jean-Philippe Desmartin, head of responsible investment at Edmond de...
Amundi Buys Technology Firm, Bolsters Geographic Reach, Capabilities
Tens of thousands of advisors use aixigo's services for client onboarding, to build asset...
High Net Worth Individuals Optimistic On Wealth Growth – HSBC
HSBC Global Private Banking has just published the “Global Entrepreneurial Wealth Report...
What’s New In Investment, Funds? – Janus Henderson, WineFi, Lympid
The latest news in investment offerings, financial products and other services relative to wealth...
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...
Award Winners
WealthTalk - Awards Videos
Wize By Teamwork's Central Application Supports Growth
Duration: 2.70m
WealthTalk - From The Editor’s Desk Videos
WEALTH TALK: UK Millionaires And Non-Doms Depart – The Impact
Duration: 18.25m
WealthTalk - Expert View Videos
WealthTalk – "Autocracy Risk" And What It Means For Investors
Duration: 15.90m