This publication reports on changes to the structure of wealth management senior roles out of Singapore, with some appointments also set out for Hong Kong and other areas.
US mergers and acquisitions were vigorous in terms of size of deals and volumes last year, but apart from some examples outside the Americas, there hasn't been anything like the same story in Europe, for example. What's the issue?
The group's private banking group logged a rise in year-on-year revenues while the overall Citigroup empire ended last year on a high note, driven by stronger revenues.
Readers are invited to join the WealthBriefing team on 30 January in Geneva to hear prominent industry figures tackle some of the big themes in wealth management.
Wealth management entities such as family offices have pushed into private equity and venture capital recently. The premium paid for low liquidity attracts investors jaded by the lower yields from more public, listed markets. Here is the latest data from fund-raising last year.
Under the weight of low to negative interest rates, Swiss managers report how they view the revenue bleed such rates cause and what can be done. The comments add to calls along similar lines from the Swiss Bankers Association in 2019.
The US banking and investment group reckons that there is plenty of life yet in the US equity market, and others besides, even after more than a decade of a rally in stocks. Valuations are expensive in certain a...
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Stability is a byword for protecting wealth, and Middle Eastern families living in a fractious neighbourhood are increasingly turning to international norms and financial centres to manage their affairs. ...
The international asset management house has been battling to turn its fortunes around after a prominent senior figure was forced out over a year ago amid misconduct claims, triggering a heavy exodus of client f...
The latest senior wealth management moves from across Europe, Middle East and Africa. ...
The aviation financing and investment business is a major area, especially for those HNW and UHNW individuals who are able to afford and use assets such as private jets. The Swiss bank has built out a new separa...
The founder and CEO of a digital platform built by family office and asset management figures talks to this publication about some of the challenges, problems and solutions that he thinks the industry needs. ...
After a momentous year for politics and financial services in jurisdictions such as the US, Britain, Hong Kong and France, we take a chance to reflect on what the wealth management story has been and what is in ...
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The need to ensure that investments are suitable for clients continues to be as important as ever, as perhaps the recently closed property funds and the Neil Woodford saga in the UK have shown. This article look...
This is a list of the topics the editors of this news service are tracking over the coming 12 months. It is revised regularly. ...
Reforms to the property leasehold system have affected hundreds of thousands of owner-occupiers and investors in recent years. This article considers reforms being considered by the UK government in June. ...