Strategy
28 May 2024

The Great Wealth Transfer: Three Trends Reshaping Wealth Management

The author of this article argues that the "Great Wealth Transfer" is not just a movement of assets...

People Moves
28 May 2024

French Investment House Names New Chairman

The French business became part of Spain's MAPFRE last year. ...

People Moves
28 May 2024

Change At UBS Senior Swiss Management

Several of the individuals involved in this story are responsible for integrating the acquired...

Wealth Strategies
28 May 2024

St James's Place Stays Underweight US Equities Amid Hot Valuations, Prefers Europe, UK

The UK wealth manager recently gave an update on its overall equities asset allocation positions,...

Emerging Markets
27 May 2024

Investment Climate In Kazakhstan: Turning Risk Into Reward

The resource-rich central Asian nation hasn't always enjoyed the most flattering of headlines, but...

Wealth Strategies
24 May 2024

OPINION OF THE WEEK: A Fourth Of July UK Election – What It Means For Wealth Managers

Based on months of opinion polls, it appears that a change of government is coming to the UK,...

Client Affairs
24 May 2024

UK Election Announcement Leaves Markets Unruffled – Wealth Managers React

After the UK Prime Minister called a UK general election for 4 July, wealth managers discuss the...

Fund Management
24 May 2024

Focus On Investment Opportunities In UK, Japan, Korea – Orbis Investments

Alec Cutler, portfolio manager of the Orbis Global Balanced Strategy, discusses why there is value...

Compliance
24 May 2024

Compliance Corner: Citigroup, UK Financial Conduct Authority, HSBC

The latest compliance news: regulatory developments, punishments, guidance, permissions, new...

ESG
24 May 2024

Land Rebirth Captures Big Carbon Volumes, Good For Business – Study

Regenerative agriculture may not yet be a major slice of all farming and land management, but its...