News, Comment & Analysis results for Archive
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...
Financial Advisors Lean Into Private Markets Despite Challenges
The Adams Street Partners 2025 Advisor Outlook highlights rising demand for access to private...
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...
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...
EFG's Monaco Business Reshuffles Top Management
The Monaco part of the banking group has made a number of senior management changes. ...
Saxo Bank Net Profit Up 287 Per Cent In 2024
Copenhagen-headquartered Saxo Bank has just announced its financial results for 2024,...
Microsoft Eyes Big AI Impact On Wealth Management – Report
AI has potential to significantly change the way wealth management operates and is delivered. ...
New UBS Report Shows Entrepreneurs Upbeat About Business Prospects
Swiss private bank UBS has just published its first “Global Entrepreneur Report,” highlighting...
BNP Paribas Wealth Revenues Rise In Q4 2024
Rising markets and robust inflows increased AuM at the wealth side of the business during the...
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
The Forces Shaping Singapore's, Asia's EAM Sector
This news service prides itself on its coverage of external asset managers, family offices and...
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...
Transparency International – The Latest Lessons For Wealth Managers
Transparency International's recently-published Corruption Perceptions Index, used by compliance...
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...
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...
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...
Private Aviation's Investment Allure Weathers Turbulent Times
Rising wealth, discontent with the irritations of routine commercial flights, and the desire to...
2025 Private Credit Predictions: An Expert Perspective
A 26-year veteran of the alternative investments sphere – including private credit – explains...
The Bahamas: A Complete and Compelling Choice 2024
This publication carries a spread of articles and insights about the Caribbean jurisdiction. ...
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...