News, Comment & Analysis results for Archive

Financial Results
22 May 2025

EFG International Logs Four-Month Profit Gain In 2025

Among other details, EFG International said it has continued to remove risks with the sale of part...

Surveys
22 May 2025

Trade War Biggest Threat To Global Family Offices In 2025 – UBS Report

Swiss bank UBS has published its annual Global Family Office Report 2025, with insights from 317...

People Moves
22 May 2025

Standard Chartered Leans Into Gulf Wealth Growth Story

The bank is targeting the Middle East's growth potential. ...

Strategy
21 May 2025

Digital Family Office Partners With Singapore's IAFA

The partnership is designed to help the advisory firm's accredited investors to gain access to...

WM Market Reports
21 May 2025

APAC Wealth Clients Most Likely To Fire Advisors – EY Study

In its annual study of wealth management, EY, the accountancy and professional services group, said...

M and A
21 May 2025

IQ-EQ Makes "Strategic Acquisition"

The acquired business, previously owned by a private equity house, concentrates on serving clients...

M and A
20 May 2025

Finastra Agrees To Spin Off Treasury, Capital Markets Arm

Finastra, which is headquartered in London and with offices in jurisdictions including the US and...

Fund Management
20 May 2025

ETF Inflows Hit The Heights

Whatever the turbulent markets might suggest, the inflow to the exchange-trade funds industry in...

People Moves
20 May 2025

Asia's Lioner Appoints Hong Kong MD

The "strategic addition" brings more than two decades of life insurance planning, with a focus on...

People Moves
20 May 2025

Apex Invest Gets A New Global Head

Apex Group, formed 22 years ago and established in Bermuda, supports growth of family offices,...

Comment & Analysis results for Archive

Investment Strategies
19 April 2022

Tech Drives Success In Asia's Private Debt Market 

The author of this article argues that staying ahead in Asia-Pacific's expanding private debt...

Alt Investments
11 April 2022

How To Interface Digital Assets With The Family Office

Family offices will need to update their thinking – and their technological capabilities – just...

Trust Estate
7 April 2022

Hong Kong Court’s Ruling Reaffirms Principles Of Common Intention Constructive Trusts

A recent ruling by a Hong Kong court has important implications for what are called common...

Awards
1 April 2022

Editorial Comment: Why Wealth Managers Should Be Proud

The wealth management sector is sometimes – understandably perhaps – shy of putting its case...

Technology
29 March 2022

An Overview From EY On Tech Traps Facing The Sector

EY has once again partnered with this publication on our must-read annual report "Technology Traps...

Banking Crisis
15 March 2022

Summary Of Banks' Exposures To Russia, Local Presences

Here is what we know at the moment about banks' exposures to Russia in terms of loans and other...

Technology
7 March 2022

Crypto Assets, Distributed Finance And Wealth Managers' Menus

Family offices, private banks and wealth managers are considering using the infrastructure of...

Art
24 February 2022

NFTs: A World Of Wealth Beyond Gotham City 

While there is much buzz and confusion surrounding NFTs in the media, understanding the reality of...

Alt Investments
21 February 2022

"Dry Powder" And "Democratisation" – Trends In Private Market Investing

This publication talks to Broadridge, the financial technology firm, about trends in the private...

ESG
14 January 2022

Wealth Industry's Force For Environmental Good Accelerates

We talk to an investment firm at the cutting edge of putting money to work in businesses that cut...