News, Comment & Analysis results for Archive

Financial Results
12 June 2025

Julius Baer Raises €500 Million In Debt Financing

The private bank, operating in several jurisdictions, said the debt sale was part of a move to...

Surveys
12 June 2025

Singapore Firms Bullish Over Preparedness For Cyber, Geopolitics And Other Challenges – Report

When it comes to contending with various challenges and risks, it seems that business leaders in...

People Moves
12 June 2025

Who's Moving Where In Wealth Management? – Citigroup

The latest senior Asia-Pacific moves in the wealth management sector. ...

People Moves
11 June 2025

Change At Top Of Allfunds

Heading off for new challenges, Juan Alcaraz will remain with the firm in an advisory role for 12...

Alt Investments
11 June 2025

Hedge Funds Warm To The Private Markets Party

An international study takes a microscope to what issues are top of mind for hedge funds, and finds...

People Moves
11 June 2025

Robeco Names Singapore Country Head

Robeco Singapore was established in 2016. Across the entire international group, Robeco held more...

People Moves
10 June 2025

Chief Executive Of LGT's Thailand Business To Depart

The banking group is to say goodbye at the end of this year to the CEO of its Thailand operation...

People Moves
10 June 2025

SimCorp Promotes Senior Figure To Chief Commercial Officer

The CCO has been at the Denmark-headquartered firm since the start of 2023, adding to a number of...

Banking Crisis
10 June 2025

Swiss Bankers Association Fires Broadside At Proposed Regulations

The Swiss Bankers Association also weighed in against proposed Swiss government reforms that have...

Investment Strategies
10 June 2025

Investors Put Chips Back On The Table; Worries Linger – State Street

Equity exposure and sentiment has gyrated since the November elections. Recent measures of worry...

Comment & Analysis results for Archive

Investment Strategies
18 November 2024

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...

Investment Strategies
14 November 2024

US Equities And Dollar Have Delivered Ringing Endorsement Of Trump. What Now? – WELREX - Part 1

The first in a two-part detailed analysis about what the financial markets could do in the next...

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,...

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...

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...

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...

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...

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...

Real Estate
26 June 2024

As HNW Individuals Seek Options, An Adriatic Resort Prepares

Luxury resorts based in low-tax jurisdictions have been around for decades; given the winds of...

M and A
29 May 2024

Swiss Bank Consolidation Chatter Shows How Scale Dominates Thinking

Regardless of the truth of specific rumours and media stories, the idea that more Swiss banks might...