News, Comment & Analysis results for Archive
Carmignac Boosts Investment Team With Four Hires
These appointments will enhance the firm's research capabilities, helping it to identify long-term...
UBS Survey Lifts Lid On How Families Prepare For Inheritance, Change
With a multi-trillion-dollar wealth transfer under way, preparing upcoming generations for the...
Wealth Managers Fret As UK Prime Minister Clings To Office
Wealth managers discuss the investment impact of the potential resignation of UK Prime Minister Sir...
EFG CEO To Become Swiss Bankers Association New Chair
There's change at the top of a banking association that has not been afraid to make its views known...
The ESG Phenomenon: Climate X, Orbis Advisory
The latest developments in the ESG space. ...
What’s New In Investments, Funds? – Ardian, iCapital, Franklin Templeton, Fidelity
The latest news in investment offerings, financial products and other services relevant to wealth...
Partners Group Enters Bank Of East Asia Distribution Pact
The partnership will give BEA's wealth management and HNW clients access to a selection of Partners...
Private Credit Funds Generally Deserve Applause, Not Brickbats – Asset Managers
Private credit, a fast-growing sector, has hit turbulence, but it is premature and unjust to claim...
State Street Targets Spain
State Street Investment Management has bolstered its commitment to Spain with Madrid office...
Geneva-Based Multi Investment Announces Major Capital Raise
The firm aims to expand its scope into areas including fintech, deep tech, healthcare, blockchain...
Comment & Analysis results for Archive
As HNW Individuals Seek Options, An Adriatic Resort Prepares
Luxury resorts based in low-tax jurisdictions have been around for decades; given the winds of...
The Good, The Difficult And The Stable – What Headhunters See Around The World
We talk to wealth management headhunters in North America, Europe, Middle East and Asia about what...
Riding The Infrastructure Train Is Positive Journey For UK Advisor
We talk to the manager of a listed infrastructure fund about the asset class, its potential and a...
An Expert Sparring Partner For Wealthy Investors In Alternatives
A Germany-headquartered multi-family office, which won a capital market licence earlier this year,...
Swiss Bank Consolidation Chatter Shows How Scale Dominates Thinking
Regardless of the truth of specific rumours and media stories, the idea that more Swiss banks might...
Exclusive: FIS Focuses On AI’s Wealth Management Role
Russell Andrews, head of wealth and asset management EMEA, capital markets at Florida-headquartered...
EXCLUSIVE: Spotlight On Regenerative Agriculture, Forestry – SLM Partners
Paul McMahon, a co-founder and managing partner of asset manager SLM Partners, discusses why there...
How Citizenship/Residency-By Investment Programmes Evolved - And What's Next
A marker for globalisation and the degree of unfettered movement that people enjoy, the market for...
Managing Autocracy Risk Is Big Wealth Protector
A quick perusal of news headlines underscores why the risk of holding firms exposed to...
IQ-EQ Says US Wealth, Family Offices Sector Holds Big Opportunities
We talk to the group about its views on the potential, and the needs, of sectors such as US family...