News, Comment & Analysis results for Archive

People Moves
17 June 2025

Summary Of Senior Moves In Global Wealth Management – April 2025

A roundup of senior moves in the world's wealth management sector during April. ...

Investment Strategies
17 June 2025

Carmignac Favours European, Emerging Market Equities

French asset manager Carmignac shares its insights on the economic outlook for the second half of...

Fund Management
16 June 2025

What's New In Investments, Funds? – Partners Group

The latest news in investment offerings, financial products and other services relative to wealth...

Compliance
16 June 2025

OPINION OF THE WEEK: UBS's Regulatory Headache, And What Just Happened In Monaco?

The editor looks at two stories of recent days – the regulatory tussle between UBS and the Swiss...

Investment Strategies
16 June 2025

Geopolitical Conflict Intensifies: Investment, Economic Impacts

Here are thoughts from a number of wealth management houses on the conflict in the Middle East and...

Investment Strategies
16 June 2025

Exclusive: Spotlight On Emerging Markets Utilities, Infrastructure

Amidst the tariff turmoil, co-portfolio managers of the Utilico Emerging Markets Trust, a UK-listed...

Philanthropy
13 June 2025

Preview: An Evening To Empower Children Through Power Of Play

We are delighted to announce details of this year's annual fundraiser by our charity partner, Right...

Investment Strategies
13 June 2025

Brown Shipley Cuts US Equity, Focuses On Diversification

The UK private bank is focusing on different forms of diversification to handle the uncertainties...

Surveys
13 June 2025

HNW Families Accelerate Wealth Transfer, Highlight Need For Guidance – Study

Everyone talks about intergenerational wealth transfer, but it is still useful to see data on how...

Company Profiles
13 June 2025

iCapital CEO On Partnerships, Blockchain And Wider Alternative Asset Access

This news service recently caught up with the CEO and chairman of iCapital, a business that has...

Comment & Analysis results for Archive

Wealth Strategies
30 August 2023

Taking A "Floating" Approach As Rates Rise

This news service talks to US-based New Mountain Capital about the benefits of holding...

Wealth Strategies
25 August 2023

Inflation, Rising Rates Put Behavioural Finance In The Frame

The discipline within economics known as behavioural finance continues to be important. The market...

Investment Strategies
22 August 2023

Value And Growth – Japan’s Promise And Performance

This news service recently talked to a UK-based investment house that concentrates on Japanese...

White Papers
22 August 2023

Jersey Finance Report On Digital Assets, Crypto-Currencies

A new report, published with the island's financial promotional organisation, sets out the issues...

Technology
21 August 2023

How AI Can Raise Wealth Management Game In The Gulf

With artificial intelligence technology gathering headlines and stirring controversy – and...

Alt Investments
4 August 2023

How "Evergreen" Approach Wins Friends For Private Markets

There appears to be something of a trend towards "perpetual" or "evergreen" fund structures that...

Philanthropy
25 July 2023

Bringing Great Eye Vision To The Poor – A Hong Kong Philanthropist's Tale

Chen’s philanthropy journey throws light on an important aspect of charity that can be...

Company Profiles
10 July 2023

Private Investigation Sector Never Busier As Risks Proliferate

Whether it is cyber hackers, corrupt staff, kidnappers or vengeful former spouses, there's plenty...

Company Profiles
7 July 2023

Monetary Metals Says Gold Yield Marketplace Fits Wealth Menus

Confounding the standard line that gold doesn't produce a yield, a business that uses gold to earn...

WM Market Reports
4 July 2023

BNP Paribas' Wealth Arm Builds German Business Momentum, Broader Growth Beckons

The Paris-based group, which operates in a number of countries, spoke to this news service about...