News, Comment & Analysis results for Archive

People Moves
20 June 2025

Former JP Morgan Figures Join Bank J Safra Sarasin In Asia

The bank, headquartered in Switzerland, described the arrival of the three bankers as a "pivotal...

Strategy
20 June 2025

Fathers and the Future: Building a Legacy Beyond Wealth

Last weekend, Father's Day provided people with a chance to pause and consider what fatherhood...

People Moves
20 June 2025

Barclays Names Ex-HSBC Senior Figure As New UAE Private Bank Head

The lender has named a new private banking head for the UAE, now very much at the centre of...

People Moves
20 June 2025

Allianz Global Investors Names New Chief Economist

The new chief economist’s “deep understanding” of European and global long-term economic...

Emerging Markets
20 June 2025

Wake Up To Attractive Indonesia Equity Valuations, Tailwinds – Julius Baer

The populous country, a significant holder of natural resources and a youthful demography, has much...

Investment Strategies
19 June 2025

How Pictet Navigates Policy, Market Turbulence

Taking a cautious view, the Swiss private bank has been increasing fixed income exposure, expecting...

New Products
19 June 2025

What’s New In Investments, Funds? – Franklin Templeton, Goldman Sachs Asset Management

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

Surveys
19 June 2025

Global Wealth Rose In 2024, US Dominates Trend – UBS

Zurich-headquartered private bank UBS has released its Global Wealth Report 2025. The survey...

People Moves
19 June 2025

Change At The Top Of GAM, New CEO Named

After holding the CEO post since October 2023, Elmar Zumbuehl is stepping away from the job at GAM...

People Moves
19 June 2025

Bank Of Singapore Adds To CIO Global Advisory Council

The body, launched a year ago, identifies certain trends and provides Bank of Singapore with...

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. ...

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...

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...

Art
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...

Technology
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...

Compliance
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...

Compliance
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...