News, Comment & Analysis results for Archive

People Moves
7 January 2025

Summary Of Asia-Pacific Wealth Management Moves – November 2024

A roundup of moves, appointments and personnel changes in the Asia-Pacific wealth management sector...

Investment Strategies
7 January 2025

UBS's Wealth Arm Still Feels Investment Love For AI

Mark Haefele, chief investment officer at UBS Global Wealth Management, discusses the outlook for...

Investment Strategies
7 January 2025

US Equity Returns Will Be Harder To Earn In 2025

It is going to be a tougher task to find the sort of performance that has come through in the US...

Company Profiles
6 January 2025

Financial Planning, "Jumbo" Life Insurance And More: In Conversation With Grandtag

We talk to a financial consultancy working in Asia with HNW and UHNW clients. In particular, the...

Surveys
6 January 2025

Trade Wars, Inflation, Equity Concentration Biggest Investor Risks In 2025 – ARC

Asset Risk Consultants has just released its global sentiment survey of 98 wealth management chief...

Investment Strategies
6 January 2025

UBS Says Investors Should Be Defensive On Chinese Stocks – Media

As 2025 gets under way, the wealth management heavyweight says investors should take a cautious...

People Moves
6 January 2025

Who's Moving Where In Wealth Management? – Warburg Pincus, Lendlease

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

People Moves
3 January 2025

DBS Appoints New CEO For India

There's change coming at the top of the bank's operations in India, now an increasingly important...

Strategy
3 January 2025

International Financial Advisory House Launches Online Career Programme

With the need to bring in fresh talent – a regular refrain in the world's wealth management...

People Moves
3 January 2025

Who's Moving Where In Wealth Management? – Carey Olsen

The latest moves, appointments and personnel changes in wealth management and related roles. ...

Comment & Analysis results for Archive

Alt Investments
21 July 2021

Long-Term Investing In Innovation: Beyond Private Equity

The author of this article shouts out the case for an active holding company (AHC) as an attractive...

Legal
8 July 2021

Japan Wealth Management - Latest Developments

Here is an outline of important recent legal, tax and regulatory developments affecting wealth...

Offshore
7 July 2021

Hong Kong Wealth Management - Latest Developments

Here is an outline of important recent legal, tax and regulatory developments affecting wealth...

Trust Estate
5 July 2021

VISTAS, PTCS and SPACs - What's In Singapore Advisors' Toolkits?

Wealth management is no stranger to an eye-watering number of acronymn entities that relate to...

Tax
25 June 2021

Do The Super-Rich Really Only Pay A 3.4 Per Cent Tax Rate?

The group called ProPublica recently claimed that data on America's 25 richest people showed that...

Technology
18 June 2021

Who Said The Sky's The Limit?

The space environment is no longer the sole preserve of government agencies. Today, it is private...

Compliance
17 June 2021

Basel’s Cryptoasset Stance Is No “Green Light,” But A Warning - Commentary

A wealth management figure and frequent commentator on financial affairs says that a global banking...

Investment Strategies
11 June 2021

Lifting The Fog On ESG's Data Problem

Calls are growing for accurate high-quality ESG data that is assessed under a global standard....

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...