News, Comment & Analysis results for Archive
DWS Maintains Preference For European Over US Equities, Despite Rebound
German asset manager DWS set out its latest outlook and asset allocation against the background of...
Short-Dated Gilts Lose Tax Efficiency Appeal, Says Wealth Manager
Anglo-South African asset manager Ninety One calls for portfolio rebalancing, as the gilt premium...
Lombard Odier Names New UK Chief Operating Officer
The new COO has more than 18 years' experience in the wealth managenent sector as well as "sharp...
Subsidiary Of India's Kotak Mahindra Secures UAE Licence, Eyes Fund Launch
The firm said it is the first Indian firm to have obtained such a licence from the UAE's capital...
UBP In Hong Kong Builds Out Greater China Team
The Swiss private bank has announced a number of moves for its Greater China business field. ...
Lombard Odier Adds To Asia Teams
The Swiss private bank has unveiled a number of senior moves across the Asia-Pacific region. ...
Apex Group Names New Chief Financial And Chief Business Officers
The Apex Group, a Bermuda-headquartered global financial services provider with a significant...
UBS Makes Raft Of Senior Asia-Pacific Hires
Appointments have been made affecting a number of wealth management business segments. ...
LGT Wealth Management Expands Scottish Presence
As demand for wealth planning increases and as wealth managers expand their regional presence,...
UK Investment Management Industry On An AuM High
The Investment Association has released its latest report entitled “Investment Management in the...
Comment & Analysis results for Archive
Spotlight On Rise In Guernsey’s Private Wealth, South Africa Connection – FNB
As First National Bank celebrated its 10-year milestone in Guernsey and unveiled a new office this...
Index Investing Has A "Reconstitution" Problem: How To Fix It
We talk to Dimensional Fund Advisors about why index investing in the conventional sense raises a...
Non-Dom Businesswoman Voices Anger, Plans Exit As UK Rules Change
We talk to a businesswoman, TV personality, academic and author about her annoyance, and...
New Report On Philanthropy, Ethical Investment
The state of HNW philanthropy throughout the world today – WealthBriefing's ground-breaking...
The Forces Shaping Singapore's, Asia's EAM Sector
This news service prides itself on its coverage of external asset managers, family offices and...
Transparency International – The Latest Lessons For Wealth Managers
Transparency International's recently-published Corruption Perceptions Index, used by compliance...
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...
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...
Private Banks' Onboarding Limitations Revealed – And How To Fix Them
Client onboarding in private banking is riddled with inefficiencies – not just for high-risk...
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...