News, Comment & Analysis results for Archive

People Moves
2 September 2026

UOB Private Bank Names New Managing Director

The new MD will be important in advancing UOB Private Bank's growth ambitions as it deepens client...

Strategy
2 September 2026

AlTi Global Sale Could Hinge On “Highly Consequential” Rights Of Minority Shareholders

We examine the next stage for AITi Global and who may buy this business, as it prepares for a...

People Moves
1 September 2026

Raffles Family Office Names New Chief Investment Officer

Raffles Family Office has appointed an industry veteran as its first chief investment officer to...

Investment Strategies
1 September 2026

Schroders Warms To Gold, Remains Constructive On Equities

The wealth and investment management house updates its tactical asset allocation positioning. ...

WM Market Reports
1 September 2026

There's Plenty More Room For Asia's HNW Life Insurance Growth – McKinsey

The consultancy takes a look at forces driving growth in the APAC life insurance market as it...

Investment Strategies
1 September 2026

To Find Tomorrow’s Winners, Your Investment Process Must Change

This article explores how AI and technology can help family offices identify, access, and invest in...

People Moves
31 August 2026

Former Julius Baer Banker Joins DIFC-Based External Asset Manager

The business, Three Comma Capital Advisors, is based in the DIFC. ...

Financial Results
31 August 2026

Pictet’s Profits Up In H1 2026

In a difficult environment, Pictet said the assets clients had entrusted to it reached an all-time...

People Moves
31 August 2026

Who's Moving Where In Wealth Management? – Capital Group

The latest moves and appointments for wealth management in the Asia Pacific region. ...

Practice Strategies
31 August 2026

Affluent Neglect: A Perspective For Family Offices, Advisors – Part Two

Material wealth does not automatically equate to a happy and balanced childhood. The author of this...

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...