News, Comment & Analysis results for Archive

Fund Management
24 May 2024

Focus On Investment Opportunities In UK, Japan, Korea – Orbis Investments

Alec Cutler, portfolio manager of the Orbis Global Balanced Strategy, discusses why there is value...

23 May 2024

US Comes Out Against Global Wealth Tax – Report

The US government will not support calls from some major nations for a global wealth tax. ...

Real Estate
23 May 2024

The World's Wealthy Willing To Spend $4.5 Billion On Dubai Property – Knight Frank

The report comes at a time when Dubai is continuing to push its credentials as a wealth management,...

Alt Investments
23 May 2024

HSBC's Ultra-Wealthy Asia Clients Dive Into Tech, Startups In New Programme

The series of events, held in California, served as an example of how banks catering to UHNW...

People Moves
23 May 2024

Who's Moving Where In Wealth Management? – Barings

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

Wealth Strategies
23 May 2024

Family Offices Hiked Fixed Income Exposure, Stay Keen On North America

Swiss private bank UBS has just published its Global Family Office Report 2024, with insights from...

22 May 2024

WEALTHTALK – The Value, Impact Of Shareholder Advocacy


New Products
22 May 2024

What’s New In Investments, Funds? – Allspring Global Investments

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

22 May 2024

EXCLUSIVE: Tech Automation Holds Rich Wealth Management Promise – In Conversation With FNZ

This news service speaks to one of the firms that has delved into what advisors think AI and other...

22 May 2024

It's True – AI Really Does Boost Financial Sector's Productivity

A new PwC study analysing AI's impact on jobs, skills, wages, and productivity suggests that AI...

Comment & Analysis results for Archive

WM Market Reports
22 March 2023

Tech Traps Wealth Managers Must Avoid 2023

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

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...

Asset Management
6 March 2023

Comgest's Mood Brightens For Europe, Asia Investments

After a strong start to global stock markets, Franz Weis chief investment officer at Comgest, a...

9 February 2023

Fine Art Finance – A Change Of Perspective For Your Collection

The international law firm gives a brief tour of the fine art investment landscape, a subject of...

White Papers
3 February 2023

Achieving Digital Experience Goals With Technology

The author of this article – the second in a series – argues that even in difficult...

2 February 2023

Where Next For Banks And Digital Assets?

The rout in prices of cryptocurrencies and certain entities last year shook the sector and has left...

Client Affairs
5 January 2023

Focus On Investment Opportunities In India – Lombard Odier

Stéphane Monier, chief investment officer at Swiss private bank Lombard Odier in Geneva, discusses...

29 November 2022

The FTX Collapse: The Lessons

The author of this article argues that the failures with FTX are little to do with regulation or...

27 October 2022

The Pandora Papers One Year On: Lessons Learned And To Learn

Today, the idea appears to grow that holding wealth is something deserving of opprobrium. The more...

Emerging Markets
14 October 2022

Focus On Investment Opportunities In China – Chartwell Capital

As investors struggle to decide where to put their money, Ronald Chan, founder and CIO of Chartwell...