News, Comment & Analysis results for Archive

Awards
26 March 2025

Explaining Success: "Acclaim" Report On Fifth Annual WealthBriefing Swiss EAM Awards

A big round of applause to all involved in this programme. ...

Financial Results
26 March 2025

UK Lombard Lending Fintech Completes Seed Funding Round

Lombard lending is the business of using collateral such as equities as security against loans. To...

M and A
26 March 2025

Deals Of The Day: The Latest In Wealth Management M&A – Howden, Barnett Waddingham

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

Investment Strategies
26 March 2025

DWS Positive On Europe, China

German asset manager DWS, previously part of Deutsche Bank, has just released its market outlook...

People Moves
26 March 2025

Former VP Bank CEO Joins WRISE Singapore

A senior figure in Switzerland's private banking sector, and CEO at VP Bank for half a decade, now...

Asset Management
26 March 2025

What's New In Investments, Funds? – UK's Chelverton

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

People Moves
26 March 2025

Who’s Moving Where In Wealth Management? – Northern Trust AM, RWK Goodman, Hawksford

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

Wealth Strategies
25 March 2025

How Investors Play "Nearshoring" Trend As Globalisation Shifts – PGIM

In an investment commentary, the US-headquartered firm talks about the decisions that asset...

Surveys
25 March 2025

Wealth Managers Look To AI, Private Assets To Boost Growth – Natixis IM Survey

Paris and Boston-headquartered Natixis Investment Managers, which has over $1.3 trillion assets...

New Office
25 March 2025

Singapore's Seviora Targets Middle East

The new office will help Seviora tap into the region’s asset management industry, also supported...

Comment & Analysis results for Archive

Compliance
20 October 2022

As Swiss EAM New Regulation Deadline Looms, Banks, Others Eye Big Changes

At the start of 2023, external asset managers in Switzerland will live in a new regulatory...

Company Profiles
18 October 2022

Shining A Light On Risk, Returns With Performance Watcher

We talk to Performance Watcher by IBO, a Swiss organisation that uses an open-source model to...

Emerging Markets
14 October 2022

Focus On Investment Opportunities In China – Chartwell Capital

As investors struggle to decide where to put their money, Ronald Chan, founder and CIO of Chartwell...

WM Market Reports
4 October 2022

Tenth WealthBriefing Tech & Ops Trends Report

Here is our 2022 Technology and Operations Report, a regular overview of the trends affecting the...

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...