News, Comment & Analysis results for Archive

Family Office
29 May 2024

Equity Demand On The Rise In Family Offices – Citi

Citi Wealth has just released its family office investment report for the first quarter of 2024,...

Financial Results
29 May 2024

Julius Baer Reports Robust Financial Results, Net Inflows Improve

The bank said that after a weaker start in January, net inflows "improved significantly" in the...

Surveys
29 May 2024

Affluent UK Citizens Don't Worry Enough About Being Scammed – Arbuthnot Latham

The findings appear to suggest that among affluent and even HNW individuals, there's a level of...

Financial Results
29 May 2024

EFG Reports Profit In Four Months To End-April; Net New Asset Growth Beats Target

The Swiss private bank, operating in a number of the world's regions, logged a robust set of...

Strategy
28 May 2024

The Great Wealth Transfer: Three Trends Reshaping Wealth Management

The author of this article argues that the "Great Wealth Transfer" is not just a movement of assets...

People Moves
28 May 2024

French Investment House Names New Chairman

The French business became part of Spain's MAPFRE last year. ...

People Moves
28 May 2024

Change At UBS Senior Swiss Management

Several of the individuals involved in this story are responsible for integrating the acquired...

Wealth Strategies
28 May 2024

St James's Place Stays Underweight US Equities Amid Hot Valuations, Prefers Europe, UK

The UK wealth manager recently gave an update on its overall equities asset allocation positions,...

Emerging Markets
27 May 2024

Investment Climate In Kazakhstan: Turning Risk Into Reward

The resource-rich central Asian nation hasn't always enjoyed the most flattering of headlines, but...

Wealth Strategies
24 May 2024

OPINION OF THE WEEK: A Fourth Of July UK Election – What It Means For Wealth Managers

Based on months of opinion polls, it appears that a change of government is coming to the UK,...

Comment & Analysis results for Archive

Art
9 February 2023

Fine Art Finance – A Change Of Perspective For Your Collection

The international law firm gives a brief tour of the fine art investment landscape, a subject of...

Technology
6 February 2023

An Economic Era Of Data Democratisation?

The author of this article talks about the economic background of inflation and economic...

White Papers
3 February 2023

Achieving Digital Experience Goals With Technology

The author of this article – the second in a series – argues that even in difficult...

Technology
2 February 2023

Where Next For Banks And Digital Assets?

The rout in prices of cryptocurrencies and certain entities last year shook the sector and has left...

Offshore
1 February 2023

Dubai Government Doubles Down In Attracting Onshore, Offshore Wealth

We talk to the government in Dubai – at its economic and tourism department – about its...

Legal
30 January 2023

How Can HNW Individuals Benefit From Litigation Funding Boom?

Litigation funding is an area that can make headlines when a major court case hits the headlines....

Offshore
25 January 2023

New BVI Act Provides Clarity On Virtual Assets

In December, legislation was introduced in the British Virgin Islands for virtual assets. The...

Company Profiles
11 January 2023

The Mauritius-Dubai Connection Holds Big Potential – MCB

We talk to Mauritius Commercial Bank about its foray into the Middle East and its Dubai operations....

Technology
11 January 2023

Exclusive: Wealth Management 2.0 – The Big Opportunity That Only Technology Can Deliver

Camille Vial, who is the CEO of Mirabaud, the Swiss private bank, and Max Chuard, CEO of Temenos,...

Investment Strategies
10 January 2023

Emerging Markets In 2023: Short-Term Pain Before Long-Term Gains

LGT Wealth Management joins the chorus of firms talking about investment issues and challenges at...