News results for Archive

Wealth Strategies
24 November 2021

Inflation To Stay Elevated; Stick With Stocks, "Real Assets" - Credit Suisse

Inflation will start to peak in the coming months but will remain elevated for some time, while the...

Alt Investments
24 November 2021

India's True Beacon Targets Wealthy Clients In Middle East, Other Regions - Report

The India-based firm intends to build portfolios for clients in the Middle East and other parts of...

People Moves
24 November 2021

Bank Syz Hires Swiss Country Head

The role is a newly-created one at the bank, it confirmed to this publication. ...

People Moves
24 November 2021

Who's Moving Where In Wealth Management? - JTC, Brown Shipley, Others

The latest senior moves and appointments in wealth management in the UK, the rest of Europe and...

Alt Investments
24 November 2021

Tech Helps Firms Meet Clients' Demand For Private Market Access

Wealth management firms must adapt to enable clients to gain more access to private market assets,...

People Moves
23 November 2021

Newton IM Names London Global Sustainability Lead

As sustainability officers become a C-Suite staple, firms are competing for top talent. ...

New Products
23 November 2021

What's New In Investments, Funds? - Quilter Cheviot

The latest news around investment offerings, financial products and other services relevant to...

Reports
23 November 2021

Julius Baer Says Profits Rise "Significantly"

The Swiss bank, which operates in multiple regions, gave a broadly positive set of results,...

Fund Management
23 November 2021

Global Fund Managers Grew More Bullish In November, Cut Cash

A survey of fund managers around the world suggests that most respondents think that inflation is...

ESG
23 November 2021

The ESG Phenomenon: Brooks Macdonald

Developments and commentary in and around the ESG investment space. ...

Comment & Analysis results for Archive

Fund Management
10 June 2021

Lifting The Fog On ESG's Data Problem

Calls are growing for accurate high-quality ESG data that is assessed under a global standard....

Tax
27 May 2021

A Global Minimum Corporate Tax Rate - Smart Policy Or "Tax Cartel"?

Setting a global minimum corporate tax rate among major industrialised nations has the certain...

Offshore
27 May 2021

Switzerland's Edge As Intellectual Property Hub - Comment

The author of this comment talks about the benefits of intellectual property registration as an...

Investment Strategies
24 May 2021

We Need To Talk About Inflation - Wealth Managers' Reactions

Whether it is a temporary rise or something more durable, recent data pointing to a sharp rise in...

Strategy
21 May 2021

What It Means To Be A "Contrarian" Value Investor

Blindly practising time-honoured value investing is a dangerous occupation, not least because of...

Family Office
17 May 2021

Family Office Or Founder's Office - Sector Must Tighten Definitions

A consultant and former private banking and investment industry figure has a complaint: he reckons...

Investment Strategies
17 May 2021

Are Debt, Digital And Climate Transforming Central Banking, Broader Economy?

Climate change, aka global warming, affects the global economy and hence influences how central...

Company Profiles
12 May 2021

Acquisition-Minded Kingswood Sees UK Regional Potential

The UK's regions hold plenty of wealth management potential, says the CEO of a firm's wealth...

Family Office
7 May 2021

Cambridge Associates Taps Into Asia's Family Offices Story

This news service recently spoke to the firm about its recent move to step up operations in the...

Offshore
22 April 2021

Trend Of US Citizenship Renunciation To Rise "Dramatically"

The threat of higher US taxes, combined with other factors, could produce a sharp rise in the...