News, Comment & Analysis results for Archive

Investment Strategies
26 September 2024

Stronger Stimulus Measures Crucial To Boost China’s Economy – Wealth Managers

After Chinese stock markets rebounded after the launch of a stimulus package from Beijing, designed...

Investment Strategies
26 September 2024

EXCLUSIVE: SuMi Trust Upbeat About Japan’s Semiconductor Industry

After the recent August market shock, Katsunori Ogawa, chief portfolio manager of SuMi TRUST’s...

Investment Strategies
25 September 2024

UK Investment Trust Outlines Top Stock Picks

As investors face volatile markets and a year of elections, Julian Bishop, co-lead portfolio...

Wealth Strategies
25 September 2024

Getting The "Infrastructure" Of Investment In Shape

The increasingly complex nature of UHNW families’ wealth means that getting a clear...

Compliance
25 September 2024

Compliance Corner: SteelEye Launches New Surveillance Tool

The latest compliance news: regulatory developments, punishments, guidance, permissions and new...

Alt Investments
25 September 2024

Swiss Single-Family Office Targets "Venture Secondaries," "Late-Stage Primaries" Sectors

As VC assets have expanded rapidly, faster than the pace of IPOs and M&A activity, the unspent...

People Moves
25 September 2024

Who’s Moving Where In Wealth Management? – Wedlake Bell, Marylebone Partners

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

People Moves
24 September 2024

Lombard Odier Names New UK, Northern Europe Head

The move comes after Fabian Rauber left the Swiss private bank earlier this year. ...

People Moves
24 September 2024

ABN AMRO Confirms New Risk Officer

The risk chief has worked in the banking sector for almost 25 years. ...

People Moves
24 September 2024

Who’s Moving Where In Wealth Management? – Candriam, Premier Miton, Axyon AI, Others

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

Comment & Analysis results for Archive

Offshore
12 April 2023

Why Residency/Citizenship-By-Investment Visas Aren't Going Away

This news service speaks to a business that has offices in a number of jurisdictions – including...

Company Profiles
11 April 2023

Welrex Says Business Model Taps Need For Change

A new UK-based digital investment management platform for relationship managers, encompassing B2B...

Strategy
3 April 2023

GCC Countries’ Economic Dynamism Attracts Investors And Wealth

In the first of a series of articles, we look at trends in the GCC region's wealth management...

WM Market Reports
22 March 2023

Tech Traps Wealth Managers Must Avoid 2023

The latest edition of our regular "Tech Traps" reports. ...

Alt Investments
21 March 2023

In Tough Times, Private Market Secondaries Can Shine

The venture capital, private equity and other parts of the "private markets" space have been jolted...

Compliance
21 March 2023

Developments In Private Bank RegTech – Views From The Experts

Regulatory technology – software that a private bank has to use in order to produce information...

Strategy
9 March 2023

Exclusive: Biotech Sector To Take Off In 2023

Swiss-based BB Biotech’s head investment manager, Daniel Koller, talks to this news publication...

Offshore
6 March 2023

The Squeeze On Investment Visas – What Should Happen Now?

With these programmes, the subject of this interview says, the benefit is not just in the initial...

Asset Management
6 March 2023

Comgest's Mood Brightens For Europe, Asia Investments

After a strong start to global stock markets, Franz Weis chief investment officer at Comgest, a...

Trust Estate
3 March 2023

Challenges For Multi-Generational Families Over Succession

A take-home point from this article is that for multi-generational family firms to navigate...