News, Comment & Analysis results for Archive

Alt Investments
3 December 2024

MSCI Leans Into Wealth Sector With New Indices

Mapping the territory of private market investing can be difficult, but the rewards for capturing...

People Moves
3 December 2024

EFG International Makes Top-Level Changes

Operating in a number of regions, the Switzerland-headquartered group unveiled a new COO and said...

Investment Strategies
3 December 2024

Widen Investment Horizons To Get Diversified – HSBC Private Banking

The firm is generally overweight equities – with exceptions to certain countries' stocks –...

People Moves
2 December 2024

Standard Chartered Private Bank Names New Singapore Wealth Planning Head

Prior to Standard Chartered, the new wealth planning expert worked at Swiss private bank UBS,...

Investment Strategies
2 December 2024

Northern Trust AM Positive On US Equities, High Yield Bonds In 2025

Chicago-headquartered Northern Trust Asset Management has just released its 2025 Global Investment...

Investment Strategies
2 December 2024

UBS GWM Sees Negotiation Room Around Trump's Tariff Threat; Eyes Volatility

Following US president-elect Donald Trump's vow to issue executive orders on the first day of his...

Investment Strategies
29 November 2024

Lombard Odier Outlines 10 Investment Convictions For 2025

Swiss private bank Lombard Odier has just published its 10 investment convictions for 2025. ...

Technology
29 November 2024

A Walk Around Use Cases For AI – The View From Broadridge

From AML controls to personalisation of the client experience, the use cases for AI are hot topics...

Investment Strategies
29 November 2024

WEALTH TALK: Looking Beyond US Election Result: In Conversation With Pitcairn

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People Moves
29 November 2024

Raffles Family Office Adds Senior Ex-UBS Figures In Hong Kong

The multi-family office, which has added to its team in the city, has seen a number of arrivals and...

Comment & Analysis results for Archive

Family Office
28 September 2023

Family Offices Aren't Shunning Risk, But Getting Smarter – Citi Private Bank

After its survey emerged a few weeks ago, Citi Private Bank spoke again to this news service about...

White Papers
21 September 2023

Winning Women In MENA: How Wealth Managers Can Help Further Female Empowerment

A new report from this news service, in partnership with First Abu Dhabi bank, explores what HNW...

Legal
31 August 2023

Learning The Legal Lessons From “Succession”

In this detailed analysis of legal questions generated by the HBO television drama, law firm Squire...

Investment Strategies
22 August 2023

Value And Growth – Japan’s Promise And Performance

This news service recently talked to a UK-based investment house that concentrates on Japanese...

Alt Investments
4 August 2023

How "Evergreen" Approach Wins Friends For Private Markets

There appears to be something of a trend towards "perpetual" or "evergreen" fund structures that...

Philanthropy
25 July 2023

Bringing Great Eye Vision To The Poor – A Hong Kong Philanthropist's Tale

Chen’s philanthropy journey throws light on an important aspect of charity that can be...

Company Profiles
7 July 2023

Monetary Metals Says Gold Yield Marketplace Fits Wealth Menus

Confounding the standard line that gold doesn't produce a yield, a business that uses gold to earn...

Strategy
22 May 2023

BOOK REVIEW: In Defence Of Capitalism, By Rainer Zitelmann

While unlikely to sway those already hostile to the free market economic system, this book puts a...

WM Market Reports
22 March 2023

Tech Traps Wealth Managers Must Avoid 2023

The latest edition of our regular "Tech Traps" reports. ...

Offshore
6 March 2023

The Squeeze On Investment Visas – What Should Happen Now?

With these programmes, the subject of this interview says, the benefit is not just in the initial...