News, Comment & Analysis results for Archive

People Moves
15 August 2024

UK's Fundpath Continues Business Expansion

The business, founded in 2021, is part of an expanding fund information industry that has benefited...

M and A
15 August 2024

Janus Henderson Steps Up Private Credit Capabilities

The international asset manager has agreed to buy a private credit investment house – a sector...

Financial Results
14 August 2024

UBS Underlying Pre-Tax Profit Jumps, Says Building Strong Momentum

Although the integration of the acquired Credit Suisse business continues, UBS said it is on track...

People Moves
14 August 2024

JTC Private Office Names New Jersey Head

The new head, who has almost two decades of experience, has worked in the UK and Jersey, primarily...

People Moves
14 August 2024

Luxury Collectables Marketplace Makes 10 New Hires

The international wine and spirits marketplace has introduced new global portfolio management (GPM)...

Financial Results
14 August 2024

Evelyn Partners AuM Up In 2024

UK wealth manager Evelyn Partners releases its financial results for the first half of 2024. ...

Asset Management
14 August 2024

What's New In Investments, Funds? – State Street, Shariah Finance

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

Trust Estate
14 August 2024

Succession: The Emerging Drama Around The Murdoch Family Trust

An article with international angles, it examines conflicts around the family trust of the media...

Philanthropy
14 August 2024

UBS Optimus Foundation Marks Quarter Century With Impact Appeal

This publication talks to the bank's foundation – now in its 25th year – about how it continues...

Investment Strategies
13 August 2024

Defensive Sectors Beat Cyclicals When Rates Are First Cut – Schroders

With analysts expecting interest rates to come down, strategist Tina Fong and economist Ben Read at...

Comment & Analysis results for Archive

Company Profiles
25 July 2022

Taking Blockchain Down A More Mainstream, Energy-Efficient Path

This publication talks to investor, restauranteur, sports sponsor, Saxo Bank co-founder and...

Compliance
22 July 2022

Unexplained Wealth Orders: Where Are We Now?

These orders were introduced into the weaponry of UK law enforcement in 2018, prompted by concerns...

Strategy
21 July 2022

Wealth Managers Who Can Make It Rain – Overcoming Short-Term Thinking

Wealth managers need to think more strategically, and bring in the kind of change-making...

Client Affairs
15 July 2022

Exclusive: Diversified Portfolio Key For Investors – Kingswood

Despite the better-than-expected rise in UK GDP in May, investment managers believe that the...

ESG
15 July 2022

Greenwashing: How Big Is The Problem And How To Fix It?

With the rush of money into the area of "green" and ESG investing, a concern arises about how...

Investment Strategies
12 July 2022

Seeking A Sustained Asia Rebound Amid Rising Risks

PineBridge Investments asks what sort of market rebound in Asia is likely at a time of economic and...

Alt Investments
11 July 2022

Regulators Must Craft New Rules For Growing Private Markets

Private market investing has been a constant theme in wealth management over recent years. Are...

ESG
4 July 2022

Weapons Manufacturing Is Not Sustainable. No Ifs Or Buts

The following article comes from an organisation that thinks it is not acceptable for ESG investors...

Company Profiles
20 June 2022

BNP Paribas' Wealth Arm Gains Ground With Entrepreneurs, Families – Senior Executives

Entrepreneurs and families make up about 40 per cent of its AuM in the overall wealth business and...

Asset Management
17 June 2022

Exclusive: Why Investors Cannot Ignore India's Promise

David Cornell, CIO at Ocean Dial Asset Management, discusses with WealthBriefing why India is a top...