News, Comment & Analysis results for Archive

People Moves
14 January 2025

Citigroup Names China Market Sales Head

The new head of market sales for China will handle onshore and offshore clients, working with...

Investment Strategies
14 January 2025

EXCLUSIVE: Spotlight On UK, Korean, US Equities – Orbis Investments

Dan Brocklebank, head of UK at Bermuda-based Orbis Investments, discusses why there is value in the...

Fund Management
13 January 2025

Hedge Funds Ended 2024 On Positive Note

The organization said performance data showed an improvement in December for hedge funds, although...

Wealth Strategies
13 January 2025

OPINION OF THE WEEK: Composure At Premium In Volatile Market Start For 2025

The editor takes a broad look at the kind of considerations facing wealth management asset...

Investment Strategies
13 January 2025

Ninety One, Candriam Positive On US, Emerging Market Equities, Gold In 2025

Ninety One, an Anglo-South African asset manager, and Luxembourg headquartered multi-asset manager...

People Moves
13 January 2025

Who’s Moving Where In Wealth Management? – Quantuma

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

Alt Investments
10 January 2025

What's New In Investments, Funds: Stableton, Alta

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

People Moves
10 January 2025

HSBC Makes Raft Of Asia-Based Wealth Hires

The UK/Hong Kong-listed banking group has announced a number of appointments to cover the HNW and...

Investment Strategies
10 January 2025

Amundi Enhances Positive Stance On US Equities In 2025, Constructive On Europe, EM Equities

The Amundi Investment Institute, part of European asset manager Amundi, has just released its...

Compliance
10 January 2025

Compliance Corner: Paragon Capital Management, Hong Kong, SFC

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

Comment & Analysis results for Archive

Family Office
25 October 2019

WEALTH TALK: Focus On Single Family Offices

This week we discuss single family offices and how a brighter light is shining on this space -...

WM Market Reports
23 October 2019

The Onboarding Opportunity Is Still Being Missed: New Research

Client onboarding remains a disjointed process mired in manual workarounds and data silos for great...

WM Market Reports
17 October 2019

EXCLUSIVE: New Client Acquisition - Research Report

This news service and Finantix have teamed up to issue new research on the wealth management...

Technology
10 October 2019

WEALTH TALK: How Tech Empowers Wealth Managers

The latest Wealth Talk video discussion from this news service. ...

Legal
3 October 2019

WEALTH TALK: The Credit Suisse Spying Case

The latest discussion of big topics in the global wealth management sector. ...

Legal
25 September 2019

EDITORIAL COMMENT: UK's Wealth Centre Status Vulnerable To Brexit Turmoil

Sometimes distance can lend perspective. This publication reflects on the Brexit drama, the legal...

Strategy
23 September 2019

Why Reputation Management Matters: Lessons From The US Opioid Disaster

The continuing saga of the Sackler family raises the need for wealth managers to show they add...

Client Affairs
20 September 2019

WEALTH TALK: Focus On Geopolitics And Rule Of Law

We get into the "big picture" of geopolitics, the rule of law, stable property rights and the "good...

White Papers
17 September 2019

Understanding The Psychology Of The Super Rich

German academic and entrepreneur Rainer Zitelmann explores the psychology of wealth creators. ...

Trust Estate
11 September 2019

WEALTH TALK: Focus On Communicating With NextGen Inheritors

The latest discussion of wealth industry topics. ...