News, Comment & Analysis results for Archive

People Moves
6 February 2025

Citigroup Names New Taiwan CEO, Chair

There have been a number of C-suite changes at the US group in recent weeks, including on the...

Financial Results
6 February 2025

BNP Paribas Wealth Revenues Rise In Fourth Quarter Of 2024

Rising markets and robust inflows increased AuM at the wealth side of the business during the...

Family Business Insights
5 February 2025

Hong Kong Transport Dynasty Figure Sets Out Succession Approach

We talk to a prominent figure in Hong Kong's business sector and transportation industry –...

Financial Results
5 February 2025

KKR Reports Gain In Q4 Net Income, AuM Rises

One of the top-tier global players in private market investment, KKR reported Q4 and full-year 2024...

People Moves
5 February 2025

SCB Julius Baer Names New CEO

SCB Julius Baer, the wealth management joint venture between Thailand’s Siam Commercial Bank and...

Alt Investments
5 February 2025

Moonfare Expands Reach Down Under

Moonfare is an example of a platform that has, it says, widened access to private equity and...

Financial Results
4 February 2025

Global Wealth Revenues Rise At UBS

The Zurich-listed group reported rises in global wealth management revenue for the final three...

Financial Results
4 February 2025

Julius Baer Intensifies Cost Cuts, Shrinks Board; Shares Drop

The bank's full-year 2024 figures appeared to rattle investors, and its shares were down more than...

Investment Strategies
4 February 2025

Spotlight On Trump's Tariffs On Canadian, Mexican, Chinese Imports

After US President Donald Trump’s administration put additional tariffs on Canadian, Mexican and...

People Moves
4 February 2025

JP Morgan Asset Management Names New Japan CEO

There's a C-suite change at the top of the US firm's asset management arm in Japan. ...

Comment & Analysis results for Archive

Technology
8 May 2020

Biometrics: Compelling Business Case, But Beware Hidden Risks – Part 1

This article is part of several items we have published examining cybersecurity issues. Such...

Technology
7 May 2020

What’s Up With Firms Still Shunning Instant Messaging?

Instant messaging is now a part of our business lives, including the wealth management market. What...

Fund Management
4 May 2020

EDITORIAL ANALYSIS: Will Funds Woo HNW Clients In Tough Times?

The drop in markets this year and prospects for sluggish growth even after lockdowns end will...

Tax
4 May 2020

Super-Rich Increasingly Under Attack Amid Coronavirus Crisis

What should ultra-high net worth individuals think and how should they act if coronavirus-driven...

Client Affairs
1 May 2020

COVID-19 And ESG Data: Spotting Cracks Before The Quake

How far can country ESG data help identify potential fissures and predict a country's capacity to...

Banking Crisis
23 April 2020

WEALTH TALK: Focus On Family Offices, Distressed Assets, Regional Strategy

This publication's editor and CEO get together to discuss some of the hot topics in wealth...

Investment Strategies
15 April 2020

How Are "Green Bonds" Coping With COVID-19 Turmoil?

An investment firm takes a look at how the market for green bonds is faring in the current...

Wealth Strategies
13 April 2020

Startups That Grew Old - Don't Underestimate Japanese Family Firms

As Japan’s domestic investor base returns to its local market by increasing their allocation to...

Technology
10 April 2020

Tech Traps: Future-Proofing Family Office Technology – First Define The Need

Future-proofing has to be front of mind as family offices upgrade their technology, but this rests...

Technology
6 April 2020

Tech Traps: Data Capture In Alternatives – Why Automation Attempts Go Awry

A prevalence of PDF documentation creates significant data extraction challenges for...