News, Comment & Analysis results for Archive
Julius Baer Expands Gulf Presence, Reports Higher AuM
In a busy announcement day for the Swiss bank, it updated the markets on its financial results,...
Making Gifts Of Property: Key Points To Consider
There has been an increase in people gifting property and land to younger generations, mindful of...
Apricus Finance Cuts Equity, Gold To Neutral Allocation
The firm spoke about its recent decision to cut some equity exposure, among other moves. ...
UBS Expects AI And Tech To Fuel Equity Gains In 2026
As 2026 approaches, UBS Global Wealth Management’s chief investment office outlines in its 2026...
Addepar Makes Senior Appointments
Addepar, a New York-headquartered global technology and data platform for investment professionals,...
Deutsche Börse's Clearstream Says Scale Counts In Rapidly Evolving Markets
This publication talked to senior figures at one of those large European organisations that provide...
Multrees Names New Chief Operating Officer
Edinburgh-headquartered Multrees Investor Services, an investment operations and technology...
What's New In Investments, Funds? – Invesco, Pictet, Deutsche Bank, EQT
The latest news in investment offerings, financial products and other services relevant to wealth...
Swissquote Bank In Singapore Unveils OpenWealth API Connectivity
The Swiss firm in Singapore is using its system to help improve onboarding and other important...
Amundi Leans Towards Emerging Market Assets In 2026
Paris-based European asset manager Amundi released its 2026 global investment outlook at a media...
Comment & Analysis results for Archive
Fossil Fuels And Transition: What's The Direction Of Travel?
A commentator on ESG and sustainability talks to this publication about the transition from fossil...
Havens Of Calm In Volatile Times: The Channel Islands
At last, after the lockdowns and restrictions have eased off, this news service spent time in...
Asia Has Less Envy And More People Striving For Wealth
Social envy of wealth is much lower in parts of Asia than in many European nations – arguably a...
Business Travel – An Expanding Frontier For Airbus
The world’s business aviation industry is a barometer for the wealth management industry to...
Pushback Against ESG: Collective Action Or Collective Suicide?
The supposedly remorseless drive against carbon-based energy towards areas such as wind, solar,...
Crux Asset Management Eyes Indonesian Promise
We talk to an asset manager running Asia ex-Japan equities who argues that there is a strong and...
Updated Forward Features For 2022-23
Here is the most recent forward features schedule, taking us to the end of 2022. ...
Taking Blockchain Down A More Mainstream, Energy-Efficient Path
This publication talks to investor, restauranteur, sports sponsor, Saxo Bank co-founder and...
Unexplained Wealth Orders: Where Are We Now?
These orders were introduced into the weaponry of UK law enforcement in 2018, prompted by concerns...
Wealth Managers Who Can Make It Rain – Overcoming Short-Term Thinking
Wealth managers need to think more strategically, and bring in the kind of change-making...