News results for Archive

People Moves
14 September 2021

Who's Moving Where In Wealth Management? - Sorbus Partners, Wedlake Bell, Quilter, Withers

The latest senior moves in wealth and asset management and legal services from across Europe and...

Legal
14 September 2021

US Department Of Justice Probes Allianz Over Funds Losses - Report

The German firm faces at least 25 investor law suits, including those filed by a number of US...

People Moves
14 September 2021

Robeco Doubles Down On Swiss Appetite For Thematics

The Dutch investment manager is adding eight sustainability roles in Switzerland to bolster...

M and A
13 September 2021

Sanlam Plans UK Wealth Exit, To Refocus Business - Media

The sales do not include the UK asset management business, which remains a key area for Sanlam's UK...

People Moves
13 September 2021

Goldman Sachs Hires Ex-McKinsey Senior Figure As Asia Co-President

The co-president boasts a career at the global consultancy that spanned more than three decades. ...

M and A
13 September 2021

Deals Of The Day: The Latest In Wealth Management M&A - Gresham House

The latest developments in financial products and investments from around the world. ...

Family Office
13 September 2021

Bill Gates' Investment Group Buys Four Seasons Majority Stake

The story is an example of how the investment entities of ultra-wealthy individuals buy and hold...

Investment Strategies
13 September 2021

Wealth Managers See More Equities Upside As Japan Mulls New PM

Now that Japan is looking for a new prime minister and his potential followers are promising fiscal...

Emerging Markets
10 September 2021

China Squeezes Tech Sector - What Wealth Managers Say

As the country continues to tighten the regulatory squeeze on sectors such as technology, we take...

Family Office
10 September 2021

Costs Still Weigh Heavily On US Family Offices' Minds - Study

A survey of US family offices, carried out through February to May, delves into what concerns they...

Comment & Analysis results for Archive

Strategy
11 February 2021

WEALTH TALK: Focus On Client Segmentation Strategy

This news service talks to a nationwide US wealth manager about the approach it takes to client...

Client Affairs
3 February 2021

The Case For Avoiding GameStop Craze

The surge in retail investor trading in shares such as computer games retailer GameStop, cinema...

Company Profiles
28 January 2021

Asia-Based HNW Investors Smile On Western Commercial Property

The firm says there is particular demand from clients, such as Asian HNW individuals and family...

Investment Strategies
22 January 2021

Japanese Equities Deserve Fresh Look

The Asia-focused asset management firm talks about the case for investors taking a new look at...

Strategy
20 January 2021

BOOK REVIEW: Free Lunch Thinking By Tom Bergin

A new book by a UK journalist challenges a number of economic ideas that he says have damaged...

Fund Management
19 January 2021

Managers Hone 2021 Investment Opportunities

January is typically when fund managers post where opportunity is knocking in a year expected to...

Legal
4 January 2021

The Tug Of War For Trustees In Divorce

Sadly, the start of this year is likely to be a busy time for solicitors handling marital disputes....

Banking Crisis
24 December 2020

EDITORIAL COMMENT: How The Wealth Sector Fared During Pandemic Year

As we sign off ahead of the holiday, group editor Tom Burroughes looks back at an extraordinary 12...

Emerging Markets
22 December 2020

What Does India Have To Offer Investors In 2021?

As one of the world’s great emerging market economies, how should India figure in the portfolios...

Client Affairs
22 December 2020

WEALTH TALK: Cross-Border Financial Products, Services - Examining The Risks

This is the eighth edition of a video series by this news service in partnership with international...