News results for Archive

ESG
11 August 2022

Northern Trust AM Opens Global ESG Strategy To Asian, European Investors

The US-based firm said that its existing strategy – open to US investors since 2015 – has...

Wealth Strategies
11 August 2022

It's The Liquidity, Stupid – How Macroeconomics Shapes A Portfolio

Whether a market is being shaped by fresh central bank liquidity or by banks taking liquidity out...

Investment Strategies
10 August 2022

UBS Prefers Chinese, Indonesian And Thai Stocks

There are plenty of concerns and headwinds for Asian markets, but the Swiss bank argues that forces...

Industry Surveys
10 August 2022

UK Wealth Managers Should Embrace Crypto Services – Survey

New research by Avaloq, a Switzerland-based specialist in digital banking solutions and wealth...

People Moves
10 August 2022

Who's Moving Where In Wealth Management? – Stonehage Fleming, HSBC, Ocorian, Others

The latest moves and appointments for wealth management roles in the UK, other parts of Europe, the...

Offshore
10 August 2022

DIFC Targets Global Family Business, Private Wealth With New Centre

The jurisdiction is positioning itself to be a premier hub in the Gulf and wider region for UHNW...

People Moves
10 August 2022

LGT Wealth Management Bolsters Intermediary Investment Services Team

The latest moves and appointments at LGT Wealth Management in the UK. ...

Tax
9 August 2022

Film, Games Funds Mull Tax Battle After Court Rejects Appeal Bid

The case puts a spotlight on how avoidance, while not a criminal offence as is evasion, is...

Technology
9 August 2022

Digital Digest: The Latest Tech News – Apex Group, European Depository Bank

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

Legal
9 August 2022

New York Court Overturns Verdict Against UBS In Employee Case

The bank reportedly said it is pleased with the court's decision. A new trial is being planned. ...

Comment & Analysis results for Archive

Strategy
18 March 2022

Recruiting, Retaining Female Wealth Managers – What’s Being Done?

As more women are becoming high net worth individuals, the business case for recruiting and keeping...

Banking Crisis
15 March 2022

Summary Of Banks' Exposures To Russia, Local Presences

Here is what we know at the moment about banks' exposures to Russia in terms of loans and other...

Technology
7 March 2022

Crypto Assets, Distributed Finance And Wealth Managers' Menus

Family offices, private banks and wealth managers are considering using the infrastructure of...

Art
24 February 2022

NFTs: A World Of Wealth Beyond Gotham City 

While there is much buzz and confusion surrounding NFTs in the media, understanding the reality of...

Tax
23 February 2022

As UK Raises Taxes, Where Do Venture Capital Trusts Fit In?

Investment vehicles that have certain tax advantages over time are more popular when certain...

Alt Investments
21 February 2022

"Dry Powder" And "Democratisation" – Trends In Private Market Investing

This publication talks to Broadridge, the financial technology firm, about trends in the private...

Legal
21 February 2022

The "ZXC" UK Court Decision Vs Bloomberg – What It Means For HNW Individuals

The UK Supreme Court has addressed a case regarding Bloomberg News publishing a highly confidential...

Investment Strategies
2 February 2022

How Barclays Private Bank Is Positioning Its Portfolios

We talk to the UK-based private bank to ask about its asset allocation stance, its expectations for...

Strategy
31 January 2022

Rebuilding Trust, Respect For Financial Services

Advisors have had to completely change how they engage with clients over the past two years because...

Investment Strategies
19 January 2022

Investors Should Lean In To India's Opportunities – Matthews Asia

India can provide investors with a high-growth allocation in their portfolios particularly at a...