News, Comment & Analysis results for Archive

People Moves
26 February 2026

C Hoare & Co Names New CEO

The new appointee will be succeeding the CEO who is stepping down after five years. ...

Surveys
26 February 2026

Confidence Amongst Wealthy Individuals In UK Economy Drops

The latest Saltus Wealth Index Report shows that the rebound in confidence among UK high net worth...

People Moves
26 February 2026

Ex-UBS Figure Joins NatWest's Wealth Arm As "People Director"

The new recruit will have an important role at a time when the UK lender integrates Evelyn Partners...

Alt Investments
26 February 2026

What's New In Investments, Funds? – Seraphim

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

Investment Strategies
26 February 2026

JP Morgan Private Bank Upgrades Asian High Yield Debt Stance

The US bank is no longer negative on the asset class in Asia and, within this space, likes area...

Investment Strategies
26 February 2026

EXCLUSIVE: Emerging Markets Outperformance Here To Stay – GIB AM

After emerging markets outperformed developed ones in 2025, Kunal Desai at London-headquartered GIB...

Financial Results
25 February 2026

Notable Items Cut 2025 Pre-Tax Profit At HSBC; Wealth Results Shine

While the reported profit showed the impact of one-off items, underlying profit for last year rose...

New Products
25 February 2026

What’s New In Investments, Funds? – Julius Baer International, Vanguard

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

Market Research
25 February 2026

US Investors Like Asian Equities; APAC Managers Continue Buying American Stocks, But Pace Slows

There seems to be varied preferences over equities depending on whether investors are based in Asia...

Tax
25 February 2026

Mitigation Strategies Surface As Californian Wealth Tax Battle Heats Up

A possible wealth tax in California is a controversial topic that has lessons not just for the...

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...