News, Comment & Analysis results for Archive
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...
Rise In Eurozone Inflation Sparks Rate Hike Predictions
After latest figures from the EU statistics office Eurostat show a rise in inflation in the...
Comment & Analysis results for Archive
International Surrogacy Developments: Financial Impact On Families
The author argues that as more people resume foreign travel, with many doing so to consider...
Using Tech To Achieve Wealth Management Edge – In Conversation With InvestCloud
Finding new clients, attracting and keeping them requires a range of qualities, and intelligent use...
The Pandora Papers One Year On: Lessons Learned And To Learn
Today, the idea appears to grow that holding wealth is something deserving of opprobrium. The more...
New Research: An Update On Family Office Efficiency In Accounting, Investment Analysis
This news service is joining forces again with FundCount to examine how technology is making family...
As Swiss EAM New Regulation Deadline Looms, Banks, Others Eye Big Changes
At the start of 2023, external asset managers in Switzerland will live in a new regulatory...
Shining A Light On Risk, Returns With Performance Watcher
We talk to Performance Watcher by IBO, a Swiss organisation that uses an open-source model to...
Focus On Investment Opportunities In China – Chartwell Capital
As investors struggle to decide where to put their money, Ronald Chan, founder and CIO of Chartwell...
Tenth WealthBriefing Tech & Ops Trends Report
Here is our 2022 Technology and Operations Report, a regular overview of the trends affecting the...
Green Funds, Foundations And Other Qualities: The Guernsey Formula
This news service talks to the organisation that promotes the island's financial services sector...
Get Ready For More Assets To Be "Financialised"
We talk to a business using cryptocurrency and blockchain tools to make diamonds a more efficient...