News, Comment & Analysis results for Archive
HSBC’s Profits Plummet In Q2 2025
Yesterday, London-headquartered HSBC posted financial results for the second quarter of 2025,...
Lombard Odier Takes Some Risks Off The Table
Developed economies' equity valuations are looking full at the moment, with limited upside left,...
UBS Profits Up In Q2 2025
Profits at Swiss private bank UBS climbed by more than expected in the second quarter of 2025. ...
IFAs' Changing Sentiment; US Versus European Equities – Franklin Templeton
Despite moves towards European equities, a new survey released by California-based investment...
Group Of Credit Suisse AT1 Bondholders In Asia Urged To Join Class Action Lawsuit
More than two years after the "shotgun wedding" between UBS and crisis-hit Credit Suisse, those who...
FROM THE EDITOR'S CHAIR: Robust Banks, Fast-Moving AI, Private Market Hype, And More
The editor takes a look back to the start of the year and subsequent events to run through what...
OPINION OF THE WEEK: Concentration Risk Remains, But Maybe Not As Severe
For all the sound and fury of political events this year, one theme emerging is that the...
Wealth Managers React After EU And US Reach Trade Deal
After the US and the EU clinched an agreement to cap tariffs on most EU exports to the US at 15 per...
New York-Headquartered Investment House Opens In UAE
The asset management house, which has $44.2 billion in AuM as at the end of June, serves clients...
The ESG Phenomenon: Standard Chartered
The latest developments in and around environmental, social and governance-related investment,...
Comment & Analysis results for Archive
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...
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...