News, Comment & Analysis results for Archive

Financial Results
8 April 2025

FNZ Secures $500 Million In Equity Funding

The wealth management platform said the additional capital will support its long-term business plan...

Surveys
8 April 2025

Singaporeans' Financial Literacy Falls Short – Survey

Although the survey does not necessarily focus on wealthy individuals, the findings are suggestive...

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...

Investment Strategies
7 April 2025

Wealth Managers Rethink Strategy Amid Tariff-Induced Turmoil

US equities continued to be under pressure in the wake of the US administration's tariffs announced...

Investment Strategies
7 April 2025

GIB AM Optimistic On China, India In 2025, Despite US Tariff Hikes

Together with other wealth managers, Kunal Desai, portfolio manager of the Emerging Markets Active...

M and A
7 April 2025

AVI Japan Opportunity Trust Proposes Fidelity Japan Trust Merger

AVI Japan Opportunity Trust made this proposal public, ahead of the Fidelity Japan Trust ...

Strategy
4 April 2025

Safety In Protecting, Transferring Assets – Monaco Conference

This news service joined a conference in Monaco, hosted by Trustconsult, under the theme of...

Technology
4 April 2025

Arta Finance Takes Trip Down AI Route

The new offering gives clients a suite of AI agents that can, for example, make sense of portfolios...

WM Market Reports
4 April 2025

Private Clients Prioritise Future Generations’ Financial Security

STEP – the industry group for trust and estate practitioners worldwide – has issued a report...

Investment Strategies
4 April 2025

Investors Shed Stocks, US Dollar After Tariffs – Reactions

President Trump's announcement on Wednesday of sweeping tariffs on a raft of countries around the...

Comment & Analysis results for Archive

Awards
1 April 2022

Editorial Comment: Why Wealth Managers Should Be Proud

The wealth management sector is sometimes – understandably perhaps – shy of putting its case...

Technology
29 March 2022

An Overview From EY On Tech Traps Facing The Sector

EY has once again partnered with this publication on our must-read annual report "Technology Traps...

Banking Crisis
15 March 2022

Summary Of Banks' Exposures To Russia, Local Presences

Here is what we know at the moment about banks' exposures to Russia in terms of loans and other...

Technology
7 March 2022

Crypto Assets, Distributed Finance And Wealth Managers' Menus

Family offices, private banks and wealth managers are considering using the infrastructure of...

Art
24 February 2022

NFTs: A World Of Wealth Beyond Gotham City 

While there is much buzz and confusion surrounding NFTs in the media, understanding the reality of...

Alt Investments
21 February 2022

"Dry Powder" And "Democratisation" – Trends In Private Market Investing

This publication talks to Broadridge, the financial technology firm, about trends in the private...

ESG
14 January 2022

Wealth Industry's Force For Environmental Good Accelerates

We talk to an investment firm at the cutting edge of putting money to work in businesses that cut...

Technology
12 January 2022

Singapore-Based Venture Fund Goes Big On "Play-To-Earn" Sector

The rising popularity of "play-to-earn" games, harnessing the power of distributed ledger...

Strategy
30 November -0001

Banca del Gottardo: the Swiss bank with an Italian face

Founded in 1957 in Lugano Banca del Gottardo was once one of the first stops over the border for...