News, Comment & Analysis results for Archive

M and A
26 June 2024

Carlyle, Goldman Sachs Commit More Than $1.1 Billion To Apex Group

The global financial services provider, operating in locations spanning the Americas, Europe, MENA,...

M and A
26 June 2024

Swiss Regulator Says UBS/Credit Suisse Merger Doesn't Hamper Competition

An issue that came out of the 2008 financial crisis was the problem of banks deemed "too big to...

M and A
26 June 2024

UBS, Securities Firm Sell 85 Per Cent Stake In Chinese Business

UBS came into possession of the stake when it bought Credit Suisse last March. The Swiss bank said...

Investment Strategies
26 June 2024

Baillie Gifford Optimistic About Growth Stocks In 2024

Experts at Scottish-based investment manager Baillie Gifford – a specialist in long-term growth...

Strategy
26 June 2024

The Good, The Difficult And The Stable – What Headhunters See Around The World

We talk to wealth management headhunters in North America, Europe, Middle East and Asia about what...

Real Estate
26 June 2024

As HNW Individuals Seek Options, An Adriatic Resort Prepares

Luxury resorts based in low-tax jurisdictions have been around for decades; given the winds of...

Asset Management
25 June 2024

St James's Place Unveils New Lumina Portfolio Range

The approach is designed to provide a simpler path to building long-term wealth, the...

Investment Strategies
25 June 2024

OPINION OF THE WEEK: Rates Aren't Dropping To Pre-Pandemic Levels – And That's Good

For a whole range of reasons, going back to the rate levels that existed before the Covid calamity...

People Moves
25 June 2024

Citi Names New Hong Kong Corporate Banking Head

The new Hong Kong corporate banking head is replacing Joy Cheng who was appointed head of Citi...

M and A
25 June 2024

Merger-Enlarged TrustQuay Has Brand Makeover

The expanded firm has more than 600 international firms as clients. ...

Comment & Analysis results for Archive

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...

Technology
31 March 2021

Get Right Balance Between Man And Machine

Wealth managers must implement efficient, scalable ways of working, while capitalizing on the human...

Company Profiles
30 March 2021

Robo-Wealth Advisor Trend Has Big Upside Potential, Says Bambu

This publication recently spoke to the digital advisor business about prospects and what it thinks...