News, Comment & Analysis results for Archive

M and A
3 September 2025

Stonehage Fleming, Stanhope Capital Under New Ownership

In one of the largest multi-family office transactions in recent times, the deal will see...

Company Profiles
3 September 2025

Moomoo Private Wealth Sees Strong Accredited Investor Demand

We spoke to the firm with an eye-catching name and a youthful image that's also reaching out to...

Investment Strategies
3 September 2025

Wealth Managers Cautious As US Tariffs Hit India

After US President Donald Trump's higher-than-expected 50 per cent tariffs kicked in...

Compliance
2 September 2025

Many Firms Still Aren't Ready For UK's Fraud Prevention Regime – Dentons

The new law, introduced under 2023 legislation, is extra-territorial in its scope – so businesses...

People Moves
2 September 2025

SJP Appoints Singapore Chief Executive

The UK-listed firm, which has been operating in Asia for 11 years, named one of its senior figures...

People Moves
2 September 2025

Who's Moving Where In Wealth Management? – UBS, Deutsche Bank, Others

The latest moves, appointments and personnel changes in Asia-Pacific wealth management and related...

Company Profiles
2 September 2025

How Tiger Brokers Plays Into Asia's Wealth Growth Story

We talk to Tiger Brokers in Singapore about the global firm's TradingFront platform, its wealth...

Strategy
1 September 2025

Swapping Singapore For London – Reflections From Lombard Odier's Vincent Magnenat

A senior private banker for Lombard Odier, working for many years in Singapore, has made the move...

Technology
1 September 2025

How AI Quietly Revolutionises World’s “Boring” Industries

People – including those in the wealth management sector – need to be less beguiled by the hype...

Asset Management
1 September 2025

What's New In Investments, Funds? – Amundi, Malaysia

The latest news in investment offerings, financial products and other services relevant to wealth...

Comment & Analysis results for Archive

Asset Management
7 July 2025

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...

Tax
1 July 2025

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...

Asset Management
9 April 2025

The Asian EAM Opportunity: What Bank Custodians Say

Northern Trust, Deutsche Bank, Lombard Odier, Standard Chartered and RBC Wealth Management talk to...

Company Profiles
8 April 2025

Independence Remains Big EAM Force; Sector Faces Compliance Challenges – HP Wealth Management

This news service talks to HP Wealth Management, an external asset manager founded in 2009 against...

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...

Company Profiles
18 March 2025

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...

Strategy
28 February 2025

Private Banks' Onboarding Limitations Revealed – And How To Fix Them

Client onboarding in private banking is riddled with inefficiencies – not just for high-risk...

Technology
19 February 2025

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...

New Products
6 February 2025

Private Aviation's Investment Allure Weathers Turbulent Times

Rising wealth, discontent with the irritations of routine commercial flights, and the desire to...

Family Business Insights
5 February 2025

Hong Kong Transport Dynasty Figure Sets Out Succession Approach

We talk to a prominent figure in Hong Kong's business sector and transportation industry –...