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Latest Comment & Analysis

Company Profiles
20 June 2022

BNP Paribas' Wealth Arm Gains Ground With Entrepreneurs, Families – Senior Executives

Entrepreneurs and families make up about 40 per cent of its AuM in the overall wealth business and are growing parts of its total business, a senior figure at the Paris-based firm said. ...

Asset Management
17 June 2022

Exclusive: Why Investors Cannot Ignore India's Promise

David Cornell, CIO at Ocean Dial Asset Management, discusses with WealthBriefing why India is a top place in which to invest and why he is optimistic about prospects for firms in the country. ...

Market Research
15 June 2022

Agricultural Innovation Needed To Resolve Challenges – Wealth Managers

As food security moves up the political agenda, specialist investment managers from Franklin Templeton and RBC Wealth Management look at the innovation and investments needed to feed a growing population in a su...

Offshore
14 June 2022

The Bahamas And Resilience Through Testing Times – Latest Report

This is a mini-series on The Bahamas Financial Services Industry. ...

ESG
10 June 2022

EDITORIAL COMMENT: BCG Highlights Wealth Managers' Sustainability Prize, Challenges

The issues around sustainability unsurprisingly get big treatment in the annual Boston Consulting Group overview of wealth management trends. Here are some reflections. ...

Market Research
1 June 2022

How War Affects Agriculture Investment

Roberto Viton, founder and managing director at Valoral Advisors, discusses key trends and the impact of the Ukraine war on the food and agriculture investment space. ...

Latest News

Legal
27 June 2022

Credit Suisse, Bluestone Resources Agree $320 Million Settlement

The organisations reached an agreement that maps out a plan to repay of cash to noteholders, including the supply chain finance funds hit by the demise of Greensill Capital. ...

Wealth Strategies
27 June 2022

WEALTH TALK: Gold, Yields And Hot Inflation

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Technology
24 June 2022

Digital Digest: The Latest Tech News – Citigroup

The latest digital and technology innovations, product and service developments in the world's wealth management sector. ...

M and A
24 June 2022

Deals Of The Day: The Latest In Wealth Management M&A – Marygold & Co.

The latest mergers, acquisitions and other corporate actions in the wealth management sector. ...

Alt Investments
24 June 2022

Put Private Market Investments On Regular Menus – Advisors

There has been a steady drumbeat of noise around the desire and need for mass-affluent investors to gain access to private markets and relatively illiquid assets so that they can obtain superior yields. ...

People Moves
24 June 2022

Who's Moving Where In Wealth Management? – Edmond de Rothschild

The latest moves and appointments for wealth management roles in the UK, other parts of Europe, the Middle East and select international locations. ...