News, Comment & Analysis results for Archive

People Moves
11 September 2024

J Stern & Co Adds To Team

The investment firm, linked to the 200-year-old Stern family, has added a number of senior figures...

Alt Investments
11 September 2024

How Private Credit House Keeps Clients Calm When Markets Gyrate

Private credit and other non-public investment markets have not been easy environments in the past...

New Products
10 September 2024

What’s New In Investments, Funds? – M&G Investments

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

People Moves
10 September 2024

IQ-EQ Names New Commercial Director For UAE

Global investor services For alternative asset and corporate services – IQ-EQ – makes senior...

Strategy
10 September 2024

For Wealth Managers, Outsourcing Is No Panacea, Requires Close Oversight

Everybody – well, nearly everybody – seems to be outsourcing services to external providers...

People Moves
10 September 2024

Who’s Moving Where In Wealth Management? – Ogier, abrdn, Farrer & Co, Others

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

Offshore
10 September 2024

Family Wealth Report Panel Discussion – A Wealth Of Opportunities

The Caribbean jurisdiction will be on show in this panel discussion in Miami. ...

People Moves
9 September 2024

JP Morgan Names New Hong Kong CEO – Media

The new CEO has been at the US banking group since 1998 and over 30 years' experience in financial...

Alt Investments
9 September 2024

Hedge Fund Assets Rise In Q2, But At Slower Pace – Preqin

An important part of the private banking and wealth management toolbox, hedge funds’ performance...

Technology
9 September 2024

Digital Digest: The Latest Wealth Technology News – Avaloq, ZKB

The latest technology news in the wealth management sector from around the world. ...

Comment & Analysis results for Archive

Practice Strategies
4 October 2022

Back To School: Summary Of Wealth Management-Related MBAs, Post-Grad Courses

Here is an updated list of various courses, mostly of postgraduate and MBA level, that are relevant...

Offshore
30 September 2022

Green Funds, Foundations And Other Qualities: The Guernsey Formula

This news service talks to the organisation that promotes the island's financial services sector...

Company Profiles
28 September 2022

Decisive Adopts "Endowment" Mindset In Building Long-Run Returns

Decisive is an example of the kind of EAMs that are an important sector in the Swiss financial...

Company Profiles
21 September 2022

Get Ready For More Assets To Be "Financialised"

We talk to a business using cryptocurrency and blockchain tools to make diamonds a more efficient...

ESG
13 September 2022

Fossil Fuels And Transition: What's The Direction Of Travel?

A commentator on ESG and sustainability talks to this publication about the transition from fossil...

Offshore
6 September 2022

Havens Of Calm In Volatile Times: The Channel Islands

At last, after the lockdowns and restrictions have eased off, this news service spent time in...

Surveys
29 August 2022

Asia Has Less Envy And More People Striving For Wealth

Social envy of wealth is much lower in parts of Asia than in many European nations – arguably a...

Company Profiles
18 August 2022

Business Travel – An Expanding Frontier For Airbus

The world’s business aviation industry is a barometer for the wealth management industry to...

ESG
16 August 2022

Pushback Against ESG: Collective Action Or Collective Suicide?

The supposedly remorseless drive against carbon-based energy towards areas such as wind, solar,...

Emerging Markets
15 August 2022

Crux Asset Management Eyes Indonesian Promise

We talk to an asset manager running Asia ex-Japan equities who argues that there is a strong and...