News, Comment & Analysis results for Archive

Technology
10 July 2024

Lombard Odier IM Opens DataEdge Strategy To External Investors

The strategy uses big data on consumer trends to identify earnings' surprises and capture alpha...

Technology
10 July 2024

Indosuez WM Targets Belgium, Luxembourg, Monaco, Switzerland

Indosuez Wealth Management, the global wealth management arm of the Crédit Agricole Group, extends...

People Moves
10 July 2024

Who's Moving Where In Wealth Management? – Octopus, Old Mill, Evelyn Partners, Others

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

Alt Investments
9 July 2024

Deals Of The Day: The Latest In Wealth Management M&A – Pictet

The latest mergers, acquisitions and other corporate actions in the wealth management sector. ...

People Moves
9 July 2024

Vanguard Names New CEO

The appointment follows the retirement of Tim Buckley after more than 30 years of service,...

Wealth Strategies
9 July 2024

Investors Should Consider Geopolitical Hedges While Cost Is Low – Pictet

While the cost is still relatively cheap, investors ought to think of hedging their portfolios...

Wealth Strategies
9 July 2024

Wealth Managers React To French Election Results

After the second round of the French elections ended on Sunday without any party gaining an...

People Moves
9 July 2024

Who’s Moving Where In Wealth Management? – haysmacintyre, GAM, M&G, Others

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

New Office
9 July 2024

Japan's SMBC Sets Up In India's Growing GIFT City Hub

There appears to be a trend of firms setting up in the GIFT City hub in India, a centre designed to...

Investment Strategies
9 July 2024

EXCLUSIVE: Titan Private Wealth Smiles On Luxury Goods

As investors face volatile markets and geopolitical tensions, an investment manager highlights his...

Comment & Analysis results for Archive

Investment Strategies
22 August 2023

Value And Growth – Japan’s Promise And Performance

This news service recently talked to a UK-based investment house that concentrates on Japanese...

Technology
21 August 2023

How AI Can Raise Wealth Management Game In The Gulf

With artificial intelligence technology gathering headlines and stirring controversy – and...

Alt Investments
4 August 2023

How "Evergreen" Approach Wins Friends For Private Markets

There appears to be something of a trend towards "perpetual" or "evergreen" fund structures that...

Philanthropy
25 July 2023

Bringing Great Eye Vision To The Poor – A Hong Kong Philanthropist's Tale

Chen’s philanthropy journey throws light on an important aspect of charity that can be...

Company Profiles
10 July 2023

Private Investigation Sector Never Busier As Risks Proliferate

Whether it is cyber hackers, corrupt staff, kidnappers or vengeful former spouses, there's plenty...

Company Profiles
7 July 2023

Monetary Metals Says Gold Yield Marketplace Fits Wealth Menus

Confounding the standard line that gold doesn't produce a yield, a business that uses gold to earn...

WM Market Reports
4 July 2023

BNP Paribas' Wealth Arm Builds German Business Momentum, Broader Growth Beckons

The Paris-based group, which operates in a number of countries, spoke to this news service about...

Company Profiles
3 July 2023

UK's Walter Scott Steers Long-Term, Highly "Active" Course

We talk to a Scotland-based fund management house that puts big stress on what it regards as...

Trust Estate
26 June 2023

INTERVIEW: Wealth Managers Must Get Proactive About Handling Elder Abuse

This news service talks to a UK-based law firm about the problem of "elder abuse" – a term...

Practice Strategies
12 June 2023

Banking, Wealth Sector In Ferment – A Talent Management Overview

What makes a good wealth manager, and what are the skills and qualities in demand today, and what...