News, Comment & Analysis results for Archive

Investment Strategies
17 April 2025

After Post-Tariff Market Rout, Let's Talk About Behavioural Finance

There are many conversation points stemming from the large market selloffs that occurred in the US...

Investment Strategies
15 April 2025

Financial Advisors Lean Into Private Markets Despite Challenges

The Adams Street Partners 2025 Advisor Outlook highlights rising demand for access to private...

Surveys
25 March 2025

Wealth Managers Look To AI, Private Assets To Boost Growth – Natixis IM Survey

Paris and Boston-headquartered Natixis Investment Managers, which has over $1.3 trillion assets...

People Moves
21 March 2025

Lombard Odier's Asia Region Head Relocates To London

One of the most senior figures at the bank is exchanging Singapore for London; he will continue in...

People Moves
13 March 2025

EFG's Monaco Business Reshuffles Top Management

The Monaco part of the banking group has made a number of senior management changes. ...

Financial Results
4 March 2025

Saxo Bank Net Profit Up 287 Per Cent In 2024

Copenhagen-headquartered Saxo Bank has just announced its financial results for 2024,...

Technology
17 February 2025

Microsoft Eyes Big AI Impact On Wealth Management – Report

AI has potential to significantly change the way wealth management operates and is delivered. ...

Surveys
7 February 2025

New UBS Report Shows Entrepreneurs Upbeat About Business Prospects

Swiss private bank UBS has just published its first “Global Entrepreneur Report,” highlighting...

Financial Results
5 February 2025

BNP Paribas Wealth Revenues Rise In Q4 2024

Rising markets and robust inflows increased AuM at the wealth side of the business during the...

Family Office
14 January 2025

Türkiye's Family Office Sector Potential

We talk to a younger face of the multi-family office world – in Türkiye (now known as Turkey)....

Comment & Analysis results for Archive

Asset Management
7 April 2025

The Forces Shaping Singapore's, Asia's EAM Sector

This news service prides itself on its coverage of external asset managers, family offices and...

Company Profiles
18 March 2025

An Urgent Need To Take Protection Vs Physical, Cyber Threats Up A Level

We talk to experts in physical and cyber security catering to the needs of wealthy individuals. In...

Compliance
18 March 2025

Transparency International – The Latest Lessons For Wealth Managers

Transparency International's recently-published Corruption Perceptions Index, used by compliance...

Client Affairs
12 March 2025

Wealth Asset Allocators: We Need To Talk About Defence

With geopolitical shifts of the magnitude of the US stance on Ukraine, Russia and other events...

Technology
19 February 2025

The Soaring Trend Of AI "Co-Pilots" In Wealth Management

We hear much commentary today about the use of AI "co-pilots" in financial services. What do they...

Company Profiles
13 February 2025

A Fund For All Seasons: Mixing Investment Styles At UK's Nutshell

A City financial trading background, added to a disciplined investment mindset, appears to be...

New Products
6 February 2025

Private Aviation's Investment Allure Weathers Turbulent Times

Rising wealth, discontent with the irritations of routine commercial flights, and the desire to...

Investment Strategies
19 December 2024

2025 Private Credit Predictions: An Expert Perspective

A 26-year veteran of the alternative investments sphere – including private credit – explains...

Offshore
9 December 2024

The Bahamas: A Complete and Compelling Choice 2024

This publication carries a spread of articles and insights about the Caribbean jurisdiction. ...

Investment Strategies
18 November 2024

US Equities, Dollar Delivers Ringing Endorsement Of Trump. What Now? – WELREX - Part 2

We publish the second part of this analysis which examines the implications of the US presidential...