News, Comment & Analysis results for Archive

Strategy
11 September 2024

UBS Reportedly Looks At India Wealth Partner Options

UBS exited the onshore wealth business of India a decade ago, but with its acquisition of Credit...

Alt Investments
11 September 2024

August's Stock Market Turmoil Hurts Hedge Funds' Performance

A regular monitor of how hedge funds' performance reveals itself shows the sector was unable to...

People Moves
11 September 2024

Schroders Names One Of Its Own As New CEO

With a three-decade career at PwC and having served as chief financial officer since last autumn,...

People Moves
10 September 2024

Westpac Names New Chief Executive Officer

Westpac, the Australian bank which is involved in private banking as part of its offerings,...

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...

Practice Strategies
10 September 2024

New Programme Illuminates AI's Financial Sector Impact

The partnership demonstrates how AI's impact on financial services, including wealth management and...

People Moves
10 September 2024

BNY Investments Appoints New Japan Head

The newly-appointed figure comes from Mercer, where he served in senior roles at that firm. ...

People Moves
9 September 2024

JP Morgan Names New Hong Kong CEO – Media

The new CEO has been at the US banking group since 1998 and over 30 years' experience in financial...

Alt Investments
9 September 2024

Hedge Fund Assets Rise In Q2, But At Slower Pace – Preqin

An important part of the private banking and wealth management toolbox, hedge funds’ performance...

People Moves
9 September 2024

DBS Appoints New Singapore Consumer Banking Head

The newly appointed figure – who takes up the role next year – has worked in areas including...

Comment & Analysis results for Archive

Wealth Strategies
9 June 2021

Japanese Market’s Upside Potential: Vaccination Progress, Rising Rates

This article argues that the Japanese market, which is lagging major peers amid a slow vaccine...

Tax
27 May 2021

A Global Minimum Corporate Tax Rate - Smart Policy Or "Tax Cartel"?

Setting a global minimum corporate tax rate among major industrialised nations has the certain...

Strategy
24 May 2021

BOOK REVIEW: "Leave Me Alone And I'll Make You Rich" By Deirdre McCloskey And Art Carden

This book review considers a new work charting the sources of wealth in the developed world,...

Family Office
17 May 2021

Family Office Or Founder's Office - Sector Must Tighten Definitions

A consultant and former private banking and investment industry figure has a complaint: he reckons...

Investment Strategies
17 May 2021

Are Debt, Digital And Climate Transforming Central Banking, Broader Economy?

Climate change, aka global warming, affects the global economy and hence influences how central...

Family Office
7 May 2021

Cambridge Associates Taps Into Asia's Family Offices Story

This news service recently spoke to the firm about its recent move to step up operations in the...

Offshore
22 April 2021

Trend Of US Citizenship Renunciation To Rise "Dramatically"

The threat of higher US taxes, combined with other factors, could produce a sharp rise in the...

Investment Strategies
14 April 2021

Recovery From COVID-19 - What Wealth Managers Say

We set out a range of commentaries from wealth and asset management groups about how the economic...

Wealth Strategies
2 April 2021

How COVID-19 Lit A Fire Under Japanese Corporate Reform

A number of Japanese companies - and their shares - stand to benefit from a faster pace of...

Technology
1 April 2021

Boost Advice's Added Value With Goal Monitoring

Gearing advice to specific financial goals is a powerful way to demonstrate added value and...