News, Comment & Analysis results for Archive
OPINION OF THE WEEK: Clients’ Use Of AI – Should Advisors Be Worried Or Excited?
The group editor takes a look at the issue of clients’ use of AI and digital tools to get clued...
What’s New In Investments, Funds? – Standard Chartered, BlackRock, MUFG, JCB
The latest news in investment offerings, financial products and other services relevant to wealth...
Who’s Moving Where In Wealth Management? – DWS, Ninety One
The latest moves, appointments and personnel changes in wealth management for Asia-Pacific. ...
Bank J Safra Sarasin Agrees To Buy Rest Of Saxo
The deal is an example of the kind of consolidation taking place in parts of the European and...
Global Continuation Investments Could Surge In The Next 10 Years – Schroders Capital
The rise of "continuation" investments in the private markets sector speaks to the maturation...
Comment & Analysis results for Archive
Swapping Singapore For London – Reflections From Lombard Odier's Vincent Magnenat
A senior private banker for Lombard Odier, working for many years in Singapore, has made the move...
Fires, Floods And Other Hazards: Managing Risks To Fine Art
This news service recently talked to the head of art advisory of Citi Wealth – appointed to the...
Index Investing Has A "Reconstitution" Problem: How To Fix It
We talk to Dimensional Fund Advisors about why index investing in the conventional sense raises a...
Non-Dom Businesswoman Voices Anger, Plans Exit As UK Rules Change
We talk to a businesswoman, TV personality, academic and author about her annoyance, and...
NextGen's Wealth Creation Imperative – In Conversation With AITi Tiedemann
The first generation of a UHNW family might focus initially on protecting – and enjoying – what...