News, Comment & Analysis results for Archive

Surveys
21 March 2025

Investors Increasing Private Market Allocations – Nuveen

US-based Nuveen, the investment management arm of TIAA, has just released its “Fifth Annual...

Asset Management
21 March 2025

What's New In Investments, Funds? – Brooks Macdonald, DWS, Hamilton Lane, Aegon

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

People Moves
21 March 2025

Who's Moving Where In Wealth Management? – Canaccord Wealth, Sparrows Capital, Fairway

The latest personnel moves, appointments and moves in the UK, Europe, the Middle East and other...

Financial Results
20 March 2025

Net Operating Income Dips At Edmond De Rothschild

The Geneva-headquartered private bank and investment firm reports results for 2024. ...

Statistics
20 March 2025

Luxembourg Greenlights 61 New Financial Entities, Industry AuM Rises

Buoyed by rising markets and inflows, the Luxembourg financial sector reports that 2024 was a...

New Office
20 March 2025

Scottish Bank Has Brand Makeover, Moves To New Office

The bank is marking its 10th anniversary year by moving to larger premises and updating its brand. ...

Surveys
20 March 2025

Winds Set Fair For Hong Kong's Trusts Sector; Compliance A Headwind – Survey

A cluster of forces and new market developments bode well for the trusts sector in Hong Kong, but...

Investment Strategies
20 March 2025

Rotation From US Into European, Chinese Equities To Continue – Amundi

Amundi, a European asset manager, has just shared its insights on the current US policy...

People Moves
20 March 2025

Who's Moving Where In Wealth Management? – Vanguard, Evelyn Partners, Others

The latest moves, appointments, and personnel changes in the UK, rest of Europe, the Middle East...

Financial Results
19 March 2025

Close Brothers Reports Statutory Loss

The UK financial group has offloaded its asset management business, raised regulatory capital by...

Comment & Analysis results for Archive

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...

Market Research
15 June 2022

Agricultural Innovation Needed To Resolve Challenges – Wealth Managers

As food security moves up the political agenda, specialist investment managers from Franklin...

Offshore
14 June 2022

The Bahamas And Resilience Through Testing Times – Latest Report

This is a mini-series on The Bahamas Financial Services Industry. ...

ESG
10 June 2022

EDITORIAL COMMENT: BCG Highlights Wealth Managers' Sustainability Prize, Challenges

The issues around sustainability unsurprisingly get big treatment in the annual Boston Consulting...

Compliance
9 June 2022

BOOK REVIEW: "Putin's People" Casts Western Financial Firms In Harsh Light

Reading this book will be a painful experience for some bankers and financial service figures in...

Company Profiles
1 June 2022

Wealth Sector Consolidation Continues, Says Expanding Canaccord Genuity WM

There have been a number of M&A deals in wealth management in the UK, and one player in the scene...

Market Research
1 June 2022

How War Affects Agriculture Investment

Roberto Viton, founder and managing director at Valoral Advisors, discusses key trends and the...