News, Comment & Analysis results for Archive

People Moves
4 September 2025

Wealth Boutique Appoints Ex-UBS Figure

The former UBS figure is joining Klay – a firm which provides wealth management, multi-family...

People Moves
4 September 2025

Lombard Odier Adds To Asia's Private Client Business Teams

The Swiss private bank has added three figures to roles in the private client area of its business....

M and A
3 September 2025

Stonehage Fleming, Stanhope Capital Under New Ownership

In one of the largest multi-family office transactions in recent times, the deal will see...

Company Profiles
3 September 2025

Moomoo Private Wealth Sees Strong Accredited Investor Demand

We spoke to the firm with an eye-catching name and a youthful image that's also reaching out to...

Investment Strategies
3 September 2025

Wealth Managers Cautious As US Tariffs Hit India

After US President Donald Trump's higher-than-expected 50 per cent tariffs kicked in...

Comment & Analysis results for Archive

White Papers
23 November 2023

New Report: How Wealth Ecosystem, Healthcare Interact

The boundaries between health and wealth increasingly intersect and a new report from China's Hywin...

Family Office
28 September 2023

Family Offices Aren't Shunning Risk, But Getting Smarter – Citi Private Bank

After its survey emerged a few weeks ago, Citi Private Bank spoke again to this news service about...

White Papers
21 September 2023

Winning Women In MENA: How Wealth Managers Can Help Further Female Empowerment

A new report from this news service, in partnership with First Abu Dhabi bank, explores what HNW...

Legal
31 August 2023

Learning The Legal Lessons From “Succession”

In this detailed analysis of legal questions generated by the HBO television drama, law firm Squire...

Investment Strategies
22 August 2023

Value And Growth – Japan’s Promise And Performance

This news service recently talked to a UK-based investment house that concentrates on Japanese...