Investment Strategies
9 December 2024

Franklin Templeton’s Managers Optimistic About US, EM Equities, Bonds In 2025

California-based Franklin Templeton’s specialist investment managers outline their outlooks for...

People Moves
9 December 2024

UBS Names New Asia-Pacific Chief Operating Officer

The move represents a return to Asia for Wiwi Gutmannsbauer, who has been at the bank since 1998. ...

Investment Strategies
9 December 2024

Edmond de Rothschild AM Moves Away From US Equities

Paris-based Edmond de Rothschild Asset Management outlines its economic and investment outlook for...

WM Market Reports
9 December 2024

Billionaire Wealth Surged From 2015-2024; And They're Becoming More Mobile – UBS

While the population of billionaires has been broadly flat since 2021, the period from 2015 to this...

Technology
9 December 2024

Digital Digest: The Latest Tech News – Avaloq, Quadient, Third Financial

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

Asset Management
9 December 2024

What's New In Investments, Funds? – MARK Capital Management?

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

Surveys
6 December 2024

Advisors Anticipate Move To Equities From Cash – Schroders Survey

This week, UK-based investment manager Schroders released its UK Financial Advisor Survey 2024,...

Statistics
6 December 2024

"Golden Visa" Industry Seen Surging To $100 Billion In 2025 – Report

For all the criticisms and restrictions that are sometimes directed at these schemes, the authors...

People Moves
6 December 2024

Who’s Moving Where In Wealth Management? – GAM Investments, Raffles Family Office

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

Tax
6 December 2024

US Estate, Business Tax Details In Focus After Republicans' Victory

The possibility that estate tax exemptions in the US could be extended rather than sunset, and...