News, Comment & Analysis results for Archive

Family Office
15 July 2024

Eton Solutions Secures Big India Win For ERP Platform

A large family office, created by the dynasty involved in the Infosys software business, is the...

Fund Management
12 July 2024

Goldman Sachs Gets Positive On AI

Goldman Sachs Asset Management looks at trends including the AI phenomenon.    ...

Philanthropy
12 July 2024

A Charity Evening To Empower Children With Play

A charity this publication is proud to partner with is Right To Play. It argues that play is...

ESG
12 July 2024

The ESG Phenomenon: Principal AM, Stewart Investors

The latest developments in the ESG space. ...

People Moves
12 July 2024

Raffles Family Office Taps Ex-RBC Senior Figure For COO

The organisation has dual headquarters in Singapore and Hong Kong. ...

Alt Investments
12 July 2024

European, Asian Fund Buyers Think Clients Don't Love "Private Alternatives" Enough – Survey

While some wealth management figures worry that enthusiasm for private market investments can be...

Market Research
11 July 2024

UBS Report Shows Wealth Growth

UBS has released a new report this week revealing how wealth growth across the world has recovered...

WM Market Reports
11 July 2024

Global Wealth Recovered In 2023; Switzerland Remains Top Cross-Border Centre

For all the pressures it has been under, Switzerland remains the world's largest offshore centre,...

Tax
11 July 2024

Lift Reporting Rule On US Expats' Foreign Pensions – American Citizens Abroad

This story is another example of how the worldwide nature of US taxation means that expats are...

Strategy
11 July 2024

Singapore Financial Services Arm Eyes Staffing Growth

Covering a range of service channels, the Singapore-based business sets out its rapid growth...

Comment & Analysis results for Archive

WM Market Reports
30 March 2020

Tech Traps: Remember It’s Know Your Client, Not Know Your Criminal

Dermot Corrigan is CEO of smartKYC, a firm taking a truly multi-faceted approach to client...

Alt Investments
30 March 2020

Fee Compression And Why Alternative Investments Matter

With some parts of wealth management there's a "race to the bottom" on fees while firms are also...

Technology
25 March 2020

Tech Traps: Outsourced Technology – An Opportunity Too Often Overlooked

Tom Wooders is Head of Sales, Clearing and Wealth Solutions at GPP, which provides wealth platform,...

WM Market Reports
23 March 2020

Why Wealth Managers Can’t Just “Live With” Legacy Any More

Stig Olsen, Senior Director of EMEA and APAC regions at SS&C Advent, explains in this exclusive...

WM Market Reports
18 March 2020

New Research: “Technology Traps Wealth Managers Must Avoid”

Wealth management professionals with a stake in technological change should read this...

Real Estate
5 March 2020

A "Perfect Pair": Hong Kong Investors, London’s Commercial Property 

The author of this article promotes the idea that London is a natural fit for Hong Kong-based...

Reports
19 February 2020

WEALTH TALK: Focus On HSBC's Results, Restructuring

We continue our regular discussions of issues in and around the world's wealth management industry....

Client Affairs
24 January 2020

Protecting The Client: Why It's Much More Than Guarding Money

This news service is looking at a variety of topics that collectively come under the title of...

Emerging Markets
14 January 2020

Chinese-Style Capitalism - A Personal Perspective

The author of this article argues that in some respects China is arguably more committed to free...

Strategy
6 January 2020

"Feel Good" Or "Do Good": Unpacking ESG

A senior Swiss banking figure examines different ways of thinking through sustainable investing and...