News, Comment & Analysis results for Archive

Wealth Strategies
9 May 2025

Wealth Managers React To BoE Rate Cut; UK-US Trade Deal

After the Bank of England cut its base interest rate yesterday, as expected by the market, and the...

People Moves
9 May 2025

Switzerland's Leonteq Shrinks Executive Committee, Extends Senior Team

Leonteq, which is seeking to improve its financial performance, announced a cut in its committee...

Investment Strategies
9 May 2025

Spotlight On Asia After US Tariff Hike – Cambridge Associates

After US President Donald Trump imposed significant tariffs on imports to the US, global investment...

New Office
9 May 2025

Manulife Signals Middle East Growth Ambitions, Targets HNW Market

The financial group made much of the potential growth, and current size, of the international HNW...

Alt Investments
9 May 2025

What Will Drive Investment In Agricultural Crops In 2025?

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People Moves
9 May 2025

Who’s Moving Where In Wealth Management? – Cannacord Wealth, LMS Studio Legale

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

Investment Strategies
9 May 2025

RBC Wealth Management Positive On China-EU Relations, Amidst Tariff Turmoil

The relationship between the US and Europe is changing, with consequences for the euro area and its...

Technology
8 May 2025

How AI Reshapes Wealth, Asset Management – A French Perspective

As new AI tools take the stage in wealth management, they are being named, emerging from the...

M and A
8 May 2025

Deals Of The Day: The Latest In Wealth Management M&A – ZEDRA, Quilter Cheviot Europe, Vistra

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

Investment Strategies
8 May 2025

PineBridge Tilts To Emerging Markets, Europe

After the US imposed sweeping tariffs on imports, causing volatility across asset classes, US asset...

Comment & Analysis results for Archive

Asset Management
7 April 2025

The Forces Shaping Singapore's, Asia's EAM Sector

This news service prides itself on its coverage of external asset managers, family offices and...

Company Profiles
18 March 2025

An Urgent Need To Take Protection Vs Physical, Cyber Threats Up A Level

We talk to experts in physical and cyber security catering to the needs of wealthy individuals. In...

Compliance
18 March 2025

Transparency International – The Latest Lessons For Wealth Managers

Transparency International's recently-published Corruption Perceptions Index, used by compliance...

Client Affairs
12 March 2025

Wealth Asset Allocators: We Need To Talk About Defence

With geopolitical shifts of the magnitude of the US stance on Ukraine, Russia and other events...

Technology
19 February 2025

The Soaring Trend Of AI "Co-Pilots" In Wealth Management

We hear much commentary today about the use of AI "co-pilots" in financial services. What do they...

Company Profiles
13 February 2025

A Fund For All Seasons: Mixing Investment Styles At UK's Nutshell

A City financial trading background, added to a disciplined investment mindset, appears to be...

New Products
6 February 2025

Private Aviation's Investment Allure Weathers Turbulent Times

Rising wealth, discontent with the irritations of routine commercial flights, and the desire to...

Investment Strategies
19 December 2024

2025 Private Credit Predictions: An Expert Perspective

A 26-year veteran of the alternative investments sphere – including private credit – explains...

Offshore
9 December 2024

The Bahamas: A Complete and Compelling Choice 2024

This publication carries a spread of articles and insights about the Caribbean jurisdiction. ...

Investment Strategies
18 November 2024

US Equities, Dollar Delivers Ringing Endorsement Of Trump. What Now? – WELREX - Part 2

We publish the second part of this analysis which examines the implications of the US presidential...