News, Comment & Analysis results for Archive

People Moves
28 January 2025

Julius Baer Poised To Name New Chair Amid Change At Top

Having named a new CEO – now in the post – last year, Julius Baer is also about to name the new...

People Moves
28 January 2025

Standard Chartered Adds Senior Private Markets Figure

Based in Singapore, the new appointee who comes from Jones Lang Lasalle, has almost two decades'...

People Moves
27 January 2025

Carlyle Pushes Further Into APAC's Wealth Management Arena

The New York-listed firm is one of several such US private market/alternative investment big...

Alt Investments
27 January 2025

As Markets Rise, Hedge Funds Hit New AuM Heights In 2024

Certain strategies led the way last year, such as those linked to cryptocurrencies, figures from...

Investment Strategies
27 January 2025

Japan Raises Interest Rates To 17-Year High – Reactions

After the Bank of Japan increased short-term interest rates on Friday, while other central banks...

Fund Management
27 January 2025

Asian Fund Investors Move Sharply Into Fixed Income, Exit Equities – Calastone

The data is based on actual movements into and out of funds as reported across the firm's network,...

Investment Strategies
24 January 2025

Go For Opportunities Beyond The US, Say Fund Houses

Although US allocations are cornerstone positions for most investors, it remains important – and...

People Moves
24 January 2025

Who's Moving Where In Wealth Management? – Sun Hung Kai Capital Partners, AIFT

The latest moves, appointments and personnel changes in the APAC region's wealth management...

Tax
24 January 2025

Advisors Shrug Over UK's Softer Stance On Non-Dom Abolition

Mulling the possible adjustments, one advisor said the changes, if they materialise, are "too...

Compliance
24 January 2025

Compliance Corner: Hong Kong's SFC Widens Structured Products Market

The latest compliance news: regulatory developments, punishments, guidance, permissions and...

Comment & Analysis results for Archive

WM Market Reports
8 July 2020

How The Rich, Super-Rich Made Fortunes - An Overview

A frequent commentator on views about wealth examines the sources of riches, throwing light on...

Compliance
3 July 2020

WEALTH TALK: Focus On smartKYC

The know-your-client disciplines that wealth managers must adopt throw up a variety of challenges...

Surveys
30 June 2020

Summary Of Wealth Management-Related MBAs, Post-Grad Courses - Updated

There is much talk in the wealth industry about the importance of talent management but what...

Wealth Strategies
29 June 2020

Protecting Clients' Portfolios In Tough Times - The Insurance Angle

Today’s changing market conditions provide the opportunity for financial professionals to...

Podcast
19 June 2020

WEALTH TALK: Focus On Hong Kong Vs Singapore, Deutsche, Private Jets

Here is the latest Wealth Talk video where the team talks about events shaping this industry. ...

Compliance
12 June 2020

WEALTH TALK: Focus On Deutsche, Unexplained Wealth Orders, Data Safety

The latest Wealth Talk discussion about issues in the industry. ...

Technology
4 June 2020

WEALTH TALK: Focus On Maintaining Trust In A Lockdown

We resume our regular Wealth Talk video series by looking at some of the central issues created by...

Wealth Strategies
20 May 2020

Making History Inform Smart Financial Decisions

A world that is hungry for data and quick results often grants greater value to a popular...

Emerging Markets
15 May 2020

Bordier & Cie Smiles On Vietnam Potential

The Swiss firm has partnered with a Vietnam-based bank as part of a strategy to build business in...

Technology
8 May 2020

Biometrics: Compelling Business Case, But Beware Hidden Risks – Part 1

This article is part of several items we have published examining cybersecurity issues. Such...