News, Comment & Analysis results for Archive

Strategy
19 November 2024

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. ...

Surveys
19 November 2024

Families' Desire To Safeguard Generational Wealth Endures – Study

Julius Baer and PwC Switzerland have released their “2024 Family Barometer,” which looks at the...

People Moves
19 November 2024

Franklin Templeton Names New Global Executive Committee Member

California-headquartered investment manager Franklin Templeton makes global appointment to help...

People Moves
19 November 2024

AXA IM Names New UK CEO

French-headquartered AXA Investment Managers, the investment arm of AXA, an insurance and asset...

Investment Strategies
19 November 2024

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...

Investment Strategies
18 November 2024

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...

ESG
18 November 2024

EXCLUSIVE: Edmond De Rothschild AM Pessimistic About COP29 Outcome

After two disappointing years, Jean-Philippe Desmartin, head of responsible investment at Edmond de...

M and A
18 November 2024

Amundi Buys Technology Firm, Bolsters Geographic Reach, Capabilities

Tens of thousands of advisors use aixigo's services for client onboarding, to build asset...

Surveys
18 November 2024

High Net Worth Individuals Optimistic On Wealth Growth – HSBC

HSBC Global Private Banking has just published the “Global Entrepreneurial Wealth Report...

New Products
15 November 2024

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

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...

WM Market Reports
26 October 2022

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...