News, Comment & Analysis results for Archive
Indosuez WM Reduces Emerging Market Exposures
While in the longer term the French firm is positive about the outlook for emerging markets, it has...
Schroders WM Names Former Barclays Executive As New Asia CEO
Barclays Private Bank former Singapore head joins Schroders Wealth Management as CEO of Asia Wealth...
Middle East Conflict: Pictet AM Neutral On All Asset Classes, Except Chinese Equities
Luca Paolini at Geneva-headquartered Pictet Asset Management outlines why the uncertainty around...
Who’s Moving Where In Wealth Management? – Odyssean Capital, Boodle Hatfield, IIMI
The latest moves and appointments for wealth management roles in the UK, other parts of Europe, the...
Regulatory Tensions Between Luxembourg, EU Highlighted At ALFI Conference
Reconciling calls to harmonise European capital market and investment rules with a desire not to...
Amundi Names New Chief Operating Officer
The new COO previously served as chief executive officer at Societe Generale ...
L&G AM Names New CIO
UK financial services group L&G has appointed a new chief investment officer for its asset...
HSBC Names New Swiss Private Bank CEO
The new CEO at the private bank has worked in Swiss and international wealth management for more...
UK Watchdog Probes Companies House Web Filing Lapse
Cybersecurity and other threats raise questions about the extent to which government and private...
Spotlight On Gold As Price Move Defies Safe-Haven Narrative
OCBC highlights that its investors have moved decisively into the market. A number of wealth...
Comment & Analysis results for Archive
Can AI Turbocharge Behavioural Finance?
The field known as behavioural finance is not new – insights have been discussed for years. The...
ANALYSIS: “Ground-breaking” Swiss-UK Financial Pact – How Will It Boost Business?
In this feature, we talk to a variety of firms and organisations about the Berne Financial Services...
ANALYSIS: Evergreen Funds: Should Investors Be Wary? – Part 2
We continue to examine the pros and possible cons of evergreen funds for private markets, and the...
ANALYSIS: “Evergreen” Private Markets Funds; Should Investors Be Wary? – Part 1
This is the first article in a two-part feature that examines the rise of “evergreen” funds in...
ANALYSIS: Understanding Geopolitics To Gain Wealth "Alpha"
In this feature, we examine how international affairs, or geopolitics to put it another way, is a...
ANALYSIS: Family Offices In Motion – London's Challenges, Widening Office Footprint
This news service looks at how the UK-based family office industry has handled challenges of rising...
EXCLUSIVE: The Positive Side Of COP30 – Edmond De Rothschild AM, Gresham House
After the 30th United Nations Climate Change Conference (COP30) in Belém, Brazil, which took place...
How Family Offices Should Address Private Markets When Valuations Are "Stretched"
Amidst all the enthusiasm for private markets and sectors such as AI is the undeniable point that...
Bankers Fear "Bitcoin Treasuries" Are An Accident Waiting To Happen – Here's Why
Regardless of what the latest tech or investment enthusiasm is, a danger that goes back centuries...
Wealth Managers Use Derivatives, Hedge Funds To Manage Volatility
Continuing our look at ideas on asset allocation and the approaches wealth managers take, we...