News, Comment & Analysis results for Archive

Financial Results
6 February 2026

Switzerland's Vontobel Reports Rise In 2025 Net Profit

Among other developments, the Zurich-listed firm said it is continuing to build out its private...

Investment Strategies
6 February 2026

EXCLUSIVE: SuMi TRUST, Amundi, Invesco Positive On Japanese Equities, Ahead Of A Snap Election

With a snap election in Japan on 8 February, SuMi TRUST, a large Japanese asset manager, talks with...

Financial Results
6 February 2026

Fourth Quarter 2025 Net Income Rises At BNP Paribas; Raises Targets 

The French banking group - which operates in regions including Asia - has lifted a number of its...

New Products
6 February 2026

What's New In Investments, Funds? – Partners Capital, iCapital, BlackRock Aladdin

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

Investment Strategies
6 February 2026

Majedie Investment Trust's Manager Sees Opportunities Outside US

Experts at London-headquartered Marylebone Partners, the investment manager for the Majedie...

Investment Strategies
5 February 2026

Emerging Markets, UK Trusts To Benefit From US Unpredictable Policy – AIC

Although US equities remain a cornerstone of investors portfolios, a number of investors are...

Real Estate
5 February 2026

A Reawakening For Global Listed Real Estate

This article argues that global listed real estate is due for a recovery, and that certain regions,...

Financial Results
5 February 2026

Crédit Agricole's Shares Sag After Slide In Pre-Tax Profit; Indosuez AuM Gains

While the asset gathering side of the group chalked up robust figures, for wealth management for...

People Moves
5 February 2026

Standard Chartered Builds Out DPM Team In Singapore

The bank said the appointments demonstrate its desire to boost its wealth business and serve groups...

Alt Investments
5 February 2026

EXCLUSIVE: EU-India Trade Deal Gives Uptick To Wine Market – WineCap

After India and the EU signed a free trade agreement last week, including tariff reductions on fine...

Comment & Analysis results for Archive

Company Profiles
6 January 2025

Financial Planning, "Jumbo" Life Insurance And More: In Conversation With Grandtag

We talk to a financial consultancy working in Asia with HNW and UHNW clients. In particular, the...

Investment Strategies
19 December 2024

2025 Private Credit Predictions: An Expert Perspective

A 26-year veteran of the alternative investments sphere – including private credit – explains...

Investment Strategies
18 November 2024

US Equities, Dollar Delivers Ringing Endorsement Of Trump. What Now? – WELREX - Part 2

We publish the second part of this analysis which examines the implications of the US presidential...

Investment Strategies
14 November 2024

US Equities And Dollar Have Delivered Ringing Endorsement Of Trump. What Now? – WELREX - Part 1

The first in a two-part detailed analysis about what the financial markets could do in the next...

Alt Investments
4 November 2024

In Troubled Times, What's The Investment Case For Fine Alcohol?

Whether it is fine wine, whisky or cask tequila, there is a case, so advocates for investing say,...

WM Market Reports
15 October 2024

WealthBriefing's Tech And Ops Trends In Wealth Management Research Report

The annual report is an important part of the work that the publisher of this website does in...

Tax
1 October 2024

Non-Doms, Fairness And Family Enterprise – In Conversation With Philip Marcovici

While debate appears open on whether and how the UK's non-dom system will disappear, we talk to a...

Strategy
10 September 2024

With Outsourced CIO Models, There's No Substitute For Experience – SEI

We talk to the Oaks, Pennsylvania-headquartered firm about its outsourced CIO business and the...

Company Profiles
17 July 2024

Talent Management Is Julius Baer's Asia Growth Engine

We talk to one of Julius Baer's senior figures, in Singapore, about the approach the bank takes to...

Strategy
26 June 2024

The Good, The Difficult And The Stable – What Headhunters See Around The World

We talk to wealth management headhunters in North America, Europe, Middle East and Asia about what...