News, Comment & Analysis results for Archive

Investment Strategies
18 November 2024

Why J Stern & Co Stays Optimistic In Turbulent Times

The investment partnership – born out of a family office with origins in Europe, and now reaching...

ESG
18 November 2024

EXCLUSIVE: Edmond De Rothschild AM Pessimistic About COP29 Outcome

After two disappointing years, Jean-Philippe Desmartin, head of responsible investment at Edmond de...

M and A
18 November 2024

Amundi Buys Technology Firm, Bolsters Geographic Reach, Capabilities

Tens of thousands of advisors use aixigo's services for client onboarding, to build asset...

Surveys
18 November 2024

High Net Worth Individuals Optimistic On Wealth Growth – HSBC

HSBC Global Private Banking has just published the “Global Entrepreneurial Wealth Report...

New Products
15 November 2024

What’s New In Investment, Funds? – Janus Henderson, WineFi, Lympid

The latest news in investment offerings, financial products and other services relative to wealth...

Strategy
15 November 2024

Ocorian Builds German Presence

The business already has a presence in Germany via a subsidiary which provides loan agency and bond...

People Moves
15 November 2024

Who’s Moving Where In Wealth Management? – Barings, Cripps, Chelverton AM, Others

The latest moves, appointments and personnel changes among wealth management and related...

Investment Strategies
15 November 2024

AI To Continue To Be Key Theme In Equities In 2025 – BNY Investments, UBS WM

New York headquartered BNY Investments and Switzerland’s UBS Global Wealth Management share their...

People Moves
14 November 2024

Who’s Moving Where In Wealth Management? – Schroders Personal Wealth, Syz Capital

The latest moves, appointments and personnel changes among wealth management and related...

People Moves
14 November 2024

Hamilton Lane Bolsters Direct Equity Investment Team Across Europe, North America

The appointments highlight growth within the asset class and the success of the firm's direct...

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...