News, Comment & Analysis results for Archive
Northern Trust Asset Management Names New Investment Strategy Chiefs
One of the largest asset managers in the world has elevated two of its most senior figures in this...
Digital Digest: The Latest Tech News – SimCorp, 360T Group
The latest technology news in the wealth management sector from around the world. ...
Amundi Sees India Opportunities Amidst Tariff Turmoil
This month, French asset manager Amundi hosted an emerging markets roundtable in London. It...
Who’s Moving Where In Wealth Management? – Equiom, B2BROKER
The latest moves, appointments and personnel changes among wealth management and related...
UBS Says HNW Clients Want More Alternative Assets Amid Tough Markets – Report
For years, wealth managers and private banks have been regaled with the case for loading up on...
What’s New In Investments, Funds? – Van Lanschot Kempen IM, Gresham House, Others
The latest news in investment offerings, financial products and other services relevant to wealth...
Who’s Moving Where In Wealth Management? – Withers, First Eagle Investments, Others
The latest moves, appointments and personnel changes among wealth management and related...
HSBC Positive On Asian Equities For Q3
In its latest investment outlook entitled “Charting through turbulence with resilient...
Fenergo Launches Compliance Operating System, Eyes Big Cost Savings
The savings in operational costs from using the suite of “agentic AI” systems could be up to 93...
Franklin Templeton Names Co-Heads Of New Global Official Institutions Group
California-based investment manager Franklin Templeton makes senior hires. ...
Comment & Analysis results for Archive
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...
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...
BOOK REVIEW: In Defence Of Capitalism, By Rainer Zitelmann
While unlikely to sway those already hostile to the free market economic system, this book puts a...
Avaloq Sees UK Opportunities From M&A, Tech Changes
Mergers and acquisitions, artificial intelligence, blockchain technology and secular drivers of...
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...
Welrex Says Business Model Taps Need For Change
A new UK-based digital investment management platform for relationship managers, encompassing B2B...
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...
Tech Traps Wealth Managers Must Avoid 2023
The latest edition of our regular "Tech Traps" reports. ...
Developments In Private Bank RegTech – Views From The Experts
Regulatory technology – software that a private bank has to use in order to produce information...
In Tough Times, Private Market Secondaries Can Shine
The venture capital, private equity and other parts of the "private markets" space have been jolted...