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Latest Comment & Analysis

Alt Investments
4 November 2024

In Troubled Times, What's The Investment Case For Fine Alcohol?

Whether it is fine wine, whisky or cask tequila, there is a case, so advocates for investing say, to hold these amidst geopolitical troubles. There will always be arguments about just how correlated these items ...

WM Market Reports
15 October 2024

WealthBriefing's Tech And Ops Trends In Wealth Management Research Report

The annual report is an important part of the work that the publisher of this website does in illuminating the details that can make or break a wealth management organisation. ...

Tax
1 October 2024

Non-Doms, Fairness And Family Enterprise – In Conversation With Philip Marcovici

While debate appears open on whether and how the UK's non-dom system will disappear, we talk to a lawyer, author and expert about how wealthy international citizens are taxed, and what's needed to square the dem...

Strategy
10 September 2024

With Outsourced CIO Models, There's No Substitute For Experience – SEI

We talk to the Oaks, Pennsylvania-headquartered firm about its outsourced CIO business and the dynamics shaping it.     ...

Company Profiles
17 July 2024

Talent Management Is Julius Baer's Asia Growth Engine

We talk to one of Julius Baer's senior figures, in Singapore, about the approach the bank takes to talent management. ...

Strategy
26 June 2024

The Good, The Difficult And The Stable – What Headhunters See Around The World

We talk to wealth management headhunters in North America, Europe, Middle East and Asia about what they see as the important trends in the industry right now. ...

Latest News

Compliance
11 December 2024

Compliance Corner: Allianz GI Targets China's Nascent Private Pensions Sector

The latest compliance news: regulatory developments, punishments, guidance, permissions and new product and service offerings. ...

People Moves
11 December 2024

PGIM Investments Names Southeast Asia Head

The newly-appointed figure will widen partnerships with private banks, family offices, wealth managers and global financial institutions in Asia. ...

ESG
10 December 2024

Sovereign Wealth Funds Need To Do More For Energy Transition – PwC Report

PwC, in conjunction with the International Forum for Sovereign Wealth Funds (IFSWF) and One Planet Sovereign Wealth Fund Network (OPSWF), has just launched its new report on sovereign wealth funds and the green ...

People Moves
10 December 2024

DBS Makes Senior Appointments

Singapore-headquartered bank DBS appoints new group head of institutional banking and Singapore country head. ...

People Moves
10 December 2024

HSBC Names New Singapore Global Private Banking Head

The private banking arm of HSBC makes senior hire to drive growth. ...

People Moves
10 December 2024

ANZ Appoints Former HSBC Figure As New Chief Executive

The new CEO, who will take the helm at the start of July next year, will be succeeding a figure whose nine-year tenure coincided with significant changes in Australia's banking sector. ...