News results for Archive

Strategy
27 November 2023

Barclays Plans Up To $1.3 Billion Of Cost Cuts – Media

The UK lender, which provides services including private banking and wealth management, didn't...

Surveys
27 November 2023

AI Strong Long-Term Investment Theme – WisdomTree Survey

WisdomTree has just released its 2023 survey, covering 803 professional investors across Europe. ...

Compliance
27 November 2023

Binance Saga Shows No Hiding Place For Businesses With Weak Compliance

Last week's US punishment of the crypto exchange, adding to a run of stories about problems in this...

Wealth Strategies
27 November 2023

Family Offices Remain Keen On Cash Although Cut Allocations – Citi Private Bank Global Study

The bank said that family offices' cash holdings are, on average, above all of its own positions...

Strategy
24 November 2023

Amundi Smiles On Asia In 2024

Amundi, a European asset manager, released its 2024 Global Investment Outlook this week,...

Strategy
24 November 2023

OPINION OF THE WEEK: The Sporting Life And Wealth Management

We regularly write about how the worlds of wealth management, banking and sports can interact. Here...

New Office
24 November 2023

Rothschild & Co To Open Third German Wealth Management Office 

The wealth management institution will, with the new office coming into action in 2024, have three...

People Moves
24 November 2023

Who’s Moving Where in Wealth Management? – Invesco

The latest moves and appointments in wealth management in the UK, the rest of Europe, the Middle...

Strategy
24 November 2023

DWS Positive On Japanese Equities, Euro IG Bonds In 2024

German asset manager DWS, previously part of Deutsche Bank, outlines the macroeconomic outlook and...

Strategy
23 November 2023

Investment Managers React To UK’s Autumn Statement

After UK Chancellor of the Exchequer Jeremy Hunt presented his Autumn Statement to parliament this...

Comment & Analysis results for Archive

Wealth Strategies
25 August 2023

Inflation, Rising Rates Put Behavioural Finance In The Frame

The discipline within economics known as behavioural finance continues to be important. The market...

White Papers
22 August 2023

Jersey Finance Report On Digital Assets, Crypto-Currencies

A new report, published with the island's financial promotional organisation, sets out the issues...

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...

Technology
21 August 2023

How AI Can Raise Wealth Management Game In The Gulf

With artificial intelligence technology gathering headlines and stirring controversy – and...

Alt Investments
4 August 2023

How "Evergreen" Approach Wins Friends For Private Markets

There appears to be something of a trend towards "perpetual" or "evergreen" fund structures that...

Philanthropy
25 July 2023

Bringing Great Eye Vision To The Poor – A Hong Kong Philanthropist's Tale

Chen’s philanthropy journey throws light on an important aspect of charity that can be...

Company Profiles
10 July 2023

Private Investigation Sector Never Busier As Risks Proliferate

Whether it is cyber hackers, corrupt staff, kidnappers or vengeful former spouses, there's plenty...

Company Profiles
7 July 2023

Monetary Metals Says Gold Yield Marketplace Fits Wealth Menus

Confounding the standard line that gold doesn't produce a yield, a business that uses gold to earn...

WM Market Reports
4 July 2023

BNP Paribas' Wealth Arm Builds German Business Momentum, Broader Growth Beckons

The Paris-based group, which operates in a number of countries, spoke to this news service about...

Company Profiles
3 July 2023

UK's Walter Scott Steers Long-Term, Highly "Active" Course

We talk to a Scotland-based fund management house that puts big stress on what it regards as...