News, Comment & Analysis results for Archive
European Family Offices Eye Hong Kong's Charms – Media
A report says that a cluster of European family offices – none of them mentioned by name – are...
Who’s Moving Where In Wealth Management? – ING, Schroders Capital
The latest moves and appointments for wealth management roles in the UK, other parts of Europe, the...
ECB Raises Rates To Curb Inflation – Wealth Managers' Reactions
After the European Central Bank increased rates for the first time since 2023, in line with market...
UHNW Individuals’ AI Use Now Mainstream; Human Collaboration Still Counts
AI is now a must-have tool for wealth managers, reinforcing their need for capital to pay for it. ...
JP Morgan Doubles Singapore-Based Bankers For Wealthy Clients – Media
The bank has been quoted as saying that the US lender has logged record revenue and AuM in...
Asia-Based MCM Partners Launches Family Office Platform
The organisation has also appointed a senior figure with a background in banking and family offices...
What's New In Investments, Funds? – Mediolanum, Schroders, Pacific Assets
The latest news in investment offerings, financial products and other services relevant to wealth...
BWC Benchmarking Agrees New Service For UK's PIMFA Member Firms
The service will provide member firms of the UK-based organisation with details such as peer...
Klay Group Names New Global Head Of Wealth Planning
The new global head of wealth planning will be leading Klay Group's global wealth planning...
Rockefeller Raises AI Game With New Partnership
The agreement with Anthropic is an example of how AI use cases are a relentless theme for wealth...
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...