News, Comment & Analysis results for Archive
Corient Continues Acquisition Drive With Cayman Islands Deal
Just when readers thought that Corient might be taking a rest from its acquisition drive, along...
Resurgent Hong Kong Sets Out Five-Year Growth Plan – Reactions
Wealth managers and banks appear to have been broadly supportive of a new policy programme for Hong...
Switzerland's Upper House Backs Capital Rule On UBS's Foreign Units; Arguments Continue
At issue is what sort of capital should UBS put aside in the event that its non-Swiss units are hit...
India's 360 ONE Names New Chief Executive
The new CEO has worked at Jeffries, CLSA and Merrill Lynch. ...
Private Markets Powerhouse Opens Abu Dhabi Office, Makes Appointments
The firm, which is based in Sweden and operates in 25 countries, sees continued expansion potential...
For Family Offices In Motion, Business Aviation Is An Increasing Priority – Airbus Survey
We tease out figures collected by ACJ, part of the European aviation conglomerate, about the use of...
UK Think Tank Launches Charity Trustees Toolkit
The toolkit uses a corporate culture standard designed for the investment industry. ...
Who’s Moving Where In Wealth Management? – Savills IM, Etops, Thriving Investments
The latest moves and appointments for wealth management roles in the UK, and other parts of Europe,...
Barclays Names Singapore Private Bank Head
Barclays announces new leadership of its private bank in Singapore. The bank recently opened a...
Family Offices' Investment Portfolios Gain This Year; Inflation, Succession Weigh On Minds – Citi Wealth
In a global survey, the US banking group's wealth arm explores the issues that preoccupy family...
Comment & Analysis results for Archive
Wealth Asset Allocators: We Need To Talk About Defence
With geopolitical shifts of the magnitude of the US stance on Ukraine, Russia and other events...
Private Banks' Onboarding Limitations Revealed – And How To Fix Them
Client onboarding in private banking is riddled with inefficiencies – not just for high-risk...
The Soaring Trend Of AI "Co-Pilots" In Wealth Management
We hear much commentary today about the use of AI "co-pilots" in financial services. What do they...
A Fund For All Seasons: Mixing Investment Styles At UK's Nutshell
A City financial trading background, added to a disciplined investment mindset, appears to be...
Private Aviation's Investment Allure Weathers Turbulent Times
Rising wealth, discontent with the irritations of routine commercial flights, and the desire to...
2025 Private Credit Predictions: An Expert Perspective
A 26-year veteran of the alternative investments sphere – including private credit – explains...
The Bahamas: A Complete and Compelling Choice 2024
This publication carries a spread of articles and insights about the Caribbean jurisdiction. ...
US Equities, Dollar Delivers Ringing Endorsement Of Trump. What Now? – WELREX - Part 2
We publish the second part of this analysis which examines the implications of the US presidential...
US Equities And Dollar Have Delivered Ringing Endorsement Of Trump. What Now? – WELREX - Part 1
The first in a two-part detailed analysis about what the financial markets could do in the next...
In Troubled Times, What's The Investment Case For Fine Alcohol?
Whether it is fine wine, whisky or cask tequila, there is a case, so advocates for investing say,...