News, Comment & Analysis results for Archive

Investment Strategies
25 February 2025

Letter From India – A Startup Nation

The author is a keen advocate of venture capital and startups in India, and explains events in the...

Fund Management
25 February 2025

What's New In Investments, Funds? – Trust Bank, abrdn

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

Surveys
25 February 2025

ETF Demand Set To Rise In 2025 – Fidelity International Survey

Fidelity International has just released a study on future investment trends taken amongst 125...

Investment Strategies
24 February 2025

UBP Constructive On India’s Outlook, Despite Challenges

Carlos Casanova, senior economist Asia at Swiss private bank Union Bancaire Privée, discusses how...

Financial Results
24 February 2025

Wealth Solutions Income Rose At Standard Chartered

The bank, which has reported a momentum in onboarding affluent clients, has gained more than...

Family Office
24 February 2025

Single Family Office: Three Different Types For Efficient Asset Transmission

There are different forms of family office and understanding the variations and the reasons for...

Wealth Strategies
21 February 2025

OPINION OF THE WEEK: Why Germany's Elections Matter

It appears unlikely that Germany will move radically to boost growth after the upcoming federal...

Investment Strategies
21 February 2025

UBS Predicts "Mid-Teens" AI Investment Returns In 2025

The global wealth management arm of the Swiss bank says that while tariffs and other forces will...

People Moves
21 February 2025

FNZ Names New Chief Financial Officer

The new senior hire has more than 32 years of experience in banking, private equity and public...

People Moves
20 February 2025

Sun Life Names New Asia Chief Human Resources Officer

Sun Life, a financial services organisation providing asset management, wealth, insurance and...

Comment & Analysis results for Archive

Technology
31 March 2021

Get Right Balance Between Man And Machine

Wealth managers must implement efficient, scalable ways of working, while capitalizing on the human...

Company Profiles
30 March 2021

Robo-Wealth Advisor Trend Has Big Upside Potential, Says Bambu

This publication recently spoke to the digital advisor business about prospects and what it thinks...

Technology
30 March 2021

Supercharging Client Engagement With Digital Financial Personality Profiling

Where it is used in client engagement efforts at all, technology tends to focus on the...

Technology
29 March 2021

How Low-Tech Compliance Hits Competitiveness

It is becoming increasingly apparent how costly a low-tech approach to compliance management can be...

Technology
25 March 2021

Hybrid Wealth: Are You Really Optimized To Get The Best From Digitization?

Digital banking is more than a mobile app, and wealth management is no exception: it is about...

Technology
23 March 2021

Technology Traps Wealth Managers Must Avoid: Overview From EY

The 2021 edition of our "Technology Traps Wealth Managers Must Avoid" report, sponsored by EY, is...

Technology
22 March 2021

New Research: Wealth Tech Traps, As Told From The Front Line

WealthBriefing/Family Wealth Report and EY have joined forces to offer cutting-edge insights from...

Reports
5 March 2021

Updated Summary Of Banks', Wealth Managers' Financial Results - Q4, Full-Year 2020

Here is a summary of the major US banks' financial statements for the fourth quarter of 2020 and...

Legal
1 March 2021

Bitcoin: Legal Risks For Asia-Based Investors And Advisors 

A senior lawyer in Asia asks what sort of considerations investors should have in mind when buying...

Company Profiles
28 January 2021

Asia-Based HNW Investors Smile On Western Commercial Property

The firm says there is particular demand from clients, such as Asian HNW individuals and family...