News, Comment & Analysis results for Archive

Compliance
21 June 2024

MAS Flags Money Laundering Threats Via Banks, Others In Major Report

Singapore's main financial regulator has issued a report delving into the different types of money...

Investment Strategies
19 June 2024

French Election Investment Impact – View From UBS, EFG, Edmond De Rothschild

Mark Haefele, chief investment officer at UBS Global Wealth Management, together with EFG AM and...

Financial Results
18 June 2024

UBS Offers To Refund Clients Greensill-Related Losses

UBS is making the offer as it continues to unwind problems it inherited when it bought its stricken...

Trust Estate
17 June 2024

Advisors Must Practise What They Preach To Clients On Succession

We talk to the CEO of Crestbridge Family Office Services about succession planning within the...

M and A
5 June 2024

Indosuez WM Completes Majority Stake Acquisition Of Belgian Wealth Firm

Both banks, founded in the 1870s, have agreed an M&A deal which, they said, builds a leading...

Financial Results
31 May 2024

RBC's Net Income Rises, Buoyed By Wealth Results

Royal Bank of Canada releases its financial results, noting that wealth management net income rose...

Strategy
30 May 2024

Mass-Affluent, Lower HNW Market – Are Wealth Managers, Banks Cracking The Code?

In this news analysis, the editor examines whether firms have figured out decisively how to cater...

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,...

Company Profiles
2 May 2024

In Changing Banking Scene, BNP Paribas Expands Its Reach

"Shotgun weddings" of banks and other pressures haven't been kind to a number of firms, but it...

Surveys
1 May 2024

Family Offices Diversify Holdings; Cyber Attacks A Worry

The survey by the US banking group found that the average portfolio had a 45 per cent allocation to...

Comment & Analysis results for Archive

Investment Strategies
5 March 2024

Managing Autocracy Risk Is Big Wealth Protector

A quick perusal of news headlines underscores why the risk of holding firms exposed to...

Strategy
19 February 2024

IQ-EQ Says US Wealth, Family Offices Sector Holds Big Opportunities

We talk to the group about its views on the potential, and the needs, of sectors such as US family...

Strategy
16 February 2024

Singapore's Seviora Capital Intensifies Focus On Asian Food, Agriculture

Asia, which is home to 60 per cent of the world’s population, will need to produce more using...

Wealth Strategies
15 February 2024

Money Market Funds Get Chance To Shine

A variety of forces have encouraged large inflows into money market funds, for example in the US....

Technology
5 February 2024

How T3 Experts See Artificial Intelligence

AI may not have dominated discussions at the recent annual T3 conference in Las Vegas, but...

Philanthropy
2 February 2024

Making An Impact - In Conversation With Big Issue Group's Nigel Kershaw

WealthBriefing talks to a prominent figure in the UK philanthropy/impact investing world, involved...

Company Profiles
29 January 2024

Fast-Moving GSB Flags Big Ambitions

We talk to a wealth management firm, based in Dubai, which is expanding into markets including the...

Philanthropy
26 January 2024

Taking Risks Out Of Philanthropy

We talk to law firm Farrer & Co and a lawyer working in the charities area about the kind of themes...

Alt Investments
23 January 2024

Japan's VC Sector Gathers Momentum

While Silicon Valley has hogged much of the limelight in VC, Japan's much smaller sector hasn't...

Company Profiles
23 January 2024

Legatum Eyes New Frontiers For Impact, Entrepreneurship

Philanthropy and impact aren't "nice-to-haves" for this firm but the main event – in fact the...