News, Comment & Analysis results for Archive

Strategy
21 January 2025

Standard Chartered Targets Affluent Client Growth In New Campaign

The marketing campaign is targeting seven markets: Singapore, Hong Kong, mainland China, Korea,...

Financial Results
21 January 2025

M&G Names New Asset Management Chief Executive

The UK-headquartered asset management group, which operates in a number of jurisdictions including...

People Moves
20 January 2025

Summary Of Asia-Pacific Executive Moves In Wealth Management – December 2024

The latest senior moves, appointments and personnel changes in the APAC region. Among moves were...

New Products
20 January 2025

FWD Hong Kong Enters Bancassurance Pact, Targets HNW Market

FWD said it is continuing to expand its multi-channel distribution strategy. ...

ESG
20 January 2025

The ESG Phenomenon: Nordea Asset Management

The latest developments in the ESG space. ...

M and A
20 January 2025

Alternative Investments Platform Acquires Onboarding Solutions Firm

Giving its rationale for the deal, iCapital says there's a pressing need to make onboarding less...

Wealth Strategies
17 January 2025

Natixis IM Positive On US Equities, Alternatives, Gold In 2025

Julien Dauchez, head of portfolio consulting and advisory, and Cecile Mariani, head of global...

Financial Results
17 January 2025

JP Morgan's Q4 Wealth, Asset Management Results Shine

Besides setting out the results, the CEO of the US lender talked about the need to get the balance...

Financial Results
17 January 2025

Citigroup's Wealth Results Sharply Improve

The headline figure for Citigroup's wealth business showed that the US lender ended 2024 on a...

Investment Strategies
17 January 2025

Evelyn Partners Outlines Five Top "Trump Cards" For Investors

Daniel Casali, chief investment strategist at UK wealth manager Evelyn Partners, shares his...

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...