News, Comment & Analysis results for Archive

Surveys
11 March 2026

ETF Expansion Shows No Sign Of Let Up – PwC

As a number of wealth managers launch exchange-traded funds, PwC’s latest global ETF report and...

People Moves
11 March 2026

Who’s Moving Where In Wealth Management? – FNZ, Prudential Hong Kong

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

Awards
11 March 2026

The Glamour And Drama Of Wealth Industry Awards – In Conversation With Rachel Fokes

The Basis Point video channel recently talked to our very own Rachel Fokes, global head of...

Financial Results
10 March 2026

UBS Says On Track To Complete Credit Suisse Integration By End-2026

The bank issued an upbeat, if measured, tone in its annual report for 2025, with senior figures...

Statistics
10 March 2026

Hedge Funds Come Through Geopolitical Dramas With February Gains – Data

The figures are an example of the "all-weather" aspect of hedge funds in their ability to profit...

Financial Results
10 March 2026

Silicon Valley Big Hitters Join AI "Infrastructure Hyperscaler"; Secures $2 Billion Fundraise

Investment firms such as Citadel, Point72 and the Norwegian group Aker ASA joined the funding...

Market Research
9 March 2026

Private Banks Missing $100 trillion Opportunity As Women’s Wealth Rises – HSBC Report

HSBC Private Bank released a new report on International Women’s Day on 8 March entitled “Women...

Strategy
9 March 2026

More Than Just A Game: Deutsche Bank's Expanding Sports Finance Strategy

As the business side of team sports, such as football, becomes larger and more complex, the...

Investment Strategies
9 March 2026

Middle East Conflict: RBC WM Positive On US Equities, Asia-Pacific In Medium Term

With the Middle East gripped in a crisis, RBC Wealth Management, together with other wealth...

Strategy
6 March 2026

ANALYSIS: Women's Progress, Challenges In Wealth Management Parity

We take a look at different ways that women intersect with wealth and finance, what progress there...

Comment & Analysis results for Archive

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...

WM Market Reports
4 October 2022

Tenth WealthBriefing Tech & Ops Trends Report

Here is our 2022 Technology and Operations Report, a regular overview of the trends affecting the...

Company Profiles
28 September 2022

Singapore-Based WRISE Keeps It Simple

We talk to the chairman and CEO of a new wealth management business that sets out the idea of...

Alt Investments
19 September 2022

Get Ready For More Assets To Be "Financialized"

We talk to a business using cryptocurrency and blockchain tools to make diamonds a more efficient...

ESG
13 September 2022

Fossil Fuels And Transition: What's The Direction Of Travel?

A commentator on ESG and sustainability talks to this publication about the transition from fossil...

Surveys
29 August 2022

Asia Has Less Envy And More People Striving For Wealth

Social envy of wealth is much lower in parts of Asia than in many European nations – arguably a...

Emerging Markets
15 August 2022

Crux Asset Management Eyes Indonesian Promise

We talk to an asset manager running Asia ex-Japan equities who argues that there is a strong and...