News, Comment & Analysis results for Mati
GAM Investments Positive On China’s Outlook, Despite Trade Tensions
Jian Shi Cortesi, investment director for Asian and Chinese equities at Zurich-headquartered asset...
UK's Fundpath Continues Business Expansion
The business, founded in 2021, is part of an expanding fund information industry that has benefited...
Spotlight On Six Investment Themes To Watch – Lombard Odier
Swiss wealth and asset manager, Lombard Odier, has just released a publication entitled “rethink...
A Charity Evening To Empower Children With Play
A charity this publication is proud to partner with is Right To Play. It argues that play is...
Compliance Corner: smartKYC Obtains Information Security Seal Of Approval
The latest compliance news: regulatory developments, punishments, guidance, permissions, new...
As New Rules Loom, UK's MainStreet Launches Sustainability Toolkit
New UK rules, designed in part to remove the problem of "greenwashing," mean that fund buyers need...
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...
EXCLUSIVE: Tech Automation Holds Rich Wealth Management Promise – In Conversation With FNZ
This news service speaks to one of the firms that has delved into what advisors think AI and other...
Broadridge, Salesforce Tap Advisors' Automation Needs
Broadridge told this publication that it aims to capitalise on advisors' need to save time on...
Multi-Family Office Continues Acquisitions
Since its formation into a transatlantic MFO more than a year ago, the group has bought a business...