News, Comment & Analysis results for Strategy

8 February 2024

Chinese New Year 2024: Focus On Investment Opportunities, Risks

At the start of Chinese New Year 2024, Chris Metcalfe, chief investment officer at UK asset manager...

6 February 2024

Diversification Key In Investors Portfolios In 2024 – Janus Henderson

Adam Hetts, global head of multi-asset, and Oliver Blackbourn, portfolio manager, at London-based...

2 February 2024

BoE Keeps Rates Unchanged – Wealth Managers React

After the Bank of England kept interest rates unchanged on Thursday, investment managers discuss...

29 January 2024

Exclusive: Brown Advisory Optimistic About Fixed Income In 2024

Ryan Myerberg, portfolio manager of the Global Sustainable Total Return Bond Fund at US-based...

25 January 2024

Investment Managers Weigh In On China’s Stock Market Rescue Package

After stock markets in China and Hong Kong slumped to multi-year lows this week, with confidence...

24 January 2024

UBS Starts "Banking Is Our Craft" Global Brand Drive

The Swiss bank, having been through the largest acquisition in its history, is embarking on a...

22 January 2024

Investment Managers Focus On Quality Assets In 2024

There's a cautious note from wealth managers, but they're also staying invested in markets,...

22 January 2024

RBC Favours Quality Bonds; US, UK, Japanese Equities In 2024

Frédérique Carrier, head of investment strategy in the British Isles and Asia at RBC Wealth...

19 January 2024

Fixed Income Preferred Asset Class In 2024 – Natixis IM

This month, Natixis Investment Managers discussed the 2024 outlook of global asset managers to...

19 January 2024

Mediobanca Builds New Wealth Offering For Italian Market

The Milan-headquartered group is putting more flesh on the bones of a three-year wealth management...

Comment & Analysis results for Strategy

8 February 2018

EXCLUSIVE: Wealth Management Apps Below Par, Say Rich Millennials

The study, exclusively revealed by this publication, examines views in the UK, US, France, Germany,...

9 January 2018

Talking To Sports Stars Early Is Vital In Building Good Wealth Habits, Says Private Bank

This publication has interviewed the head of wealth management at Brown Shipley about the issues of...

13 November 2017

How Fintechs Are Positioning For The Future

The Europe-headquartered group has new business segments in its sights, it tells this publication...

26 October 2017

We Want To Increase The Financial Confidence Of One Million Women - UBS

The firm's managing director discussed its forward-thinking approach towards improving the services...

22 August 2017

Sports Stars Should Plan For The Worst To Deal With Career-Ending Injuries, Says RBC Wealth Management

This is the fourth in a series of articles in which this publication examines the world of sports...

14 August 2017

Safe Investments Not Boring For Sports Stars, Says RBC Wealth Management

This is the third in a series of articles that examine the world of sports and wealth planning and...

31 May 2017

GUEST ARTICLE: "Mindfulness" Makes For Strong Wealth Management Advice - Geneva Private Office

The CEO of V3, a Swiss private office, takes a detour from the conventional terms of finance and...

9 February 2017

GUEST ARTICLE: Making Innovation In Wealth Management A Reality

This article from the consultancy Citisoft considers the digital channels and tools wealth managers...

14 December 2016

Wealth Managers Try To Find Clarity Amid Brexit Fog - Breakfast Briefing

Brexit continues to roil the wealth management industry. What does it portend for those working in...

5 July 2016

Lombard International Outlines Global Growth Plans

This news service caught up with the wealth structuring firm Lombard International about its global...