News, Comment & Analysis results for Archive

New Office
4 February 2025

Law Firm Sets Out Asia Growth Ambitions, Opens Hong Kong Office

The law firm, which is working in partnership with two other organisations, has set its sights on...

Investment Strategies
4 February 2025

Alquity IM Smiles On India, Smaller Emerging Markets In 2025

Mike Sell, head of global emerging market equities at UK-headquartered Alquity Investment...

People Moves
4 February 2025

Who's Moving Where In Wealth Management? – Howden, PineBridge

The latest moves, appointments and personnel changes in the Asia-Pacific wealth management...

Financial Results
3 February 2025

Blackstone Says Private Wealth Channel Has Strong "Momentum"

Blackstone is one of the big players – along with Carlyle and KKR – that have pushed harder...

Investment Strategies
3 February 2025

UBS Favours US Equities, IG Bonds, Gold

Mark Haefele, chief investment officer at UBS Global Wealth Management, shares his outlook for...

Legal
3 February 2025

Class Action Lawsuits Remain Large, Pipeline Strong – Global Study

Legal tussles over securities are important risks for banks and others to take into account because...

M and A
3 February 2025

Deals Of The Day: The Latest In Wealth Management M&A – 360 ONE WAM, Batlivala & Karani Securities

The latest mergers, acquisitions and other corporate actions in the wealth management sector. ...

Investment Strategies
3 February 2025

Europe's MIFL Positive On Equities, Bonds In 2025

Mediolanum International Funds, the Irish asset management arm of the Mediolanum Banking Group...

People Moves
29 January 2025

Change At Top Of Citi Private Bank; Other Moves Made

There have been a number of changes across the private banking and wealth side of the US bank. The...

Financial Results
28 January 2025

UBP’s Profits Rose In 2024

Swiss private bank Union Bancaire Privée released positive financial results for 2024. ...

Comment & Analysis results for Archive

WM Market Reports
31 March 2020

Tech Traps: The Dangers of Allowing Compliance To Become A “Black Box”

Ralf Huber is Co-Founder of Apiax, a regtech focused on transmuting complex regulations into...

WM Market Reports
30 March 2020

Tech Traps: Remember It’s Know Your Client, Not Know Your Criminal

Dermot Corrigan is CEO of smartKYC, a firm taking a truly multi-faceted approach to client...

Alt Investments
30 March 2020

Fee Compression And Why Alternative Investments Matter

With some parts of wealth management there's a "race to the bottom" on fees while firms are also...

Technology
25 March 2020

Tech Traps: Outsourced Technology – An Opportunity Too Often Overlooked

Tom Wooders is Head of Sales, Clearing and Wealth Solutions at GPP, which provides wealth platform,...

WM Market Reports
23 March 2020

Why Wealth Managers Can’t Just “Live With” Legacy Any More

Stig Olsen, Senior Director of EMEA and APAC regions at SS&C Advent, explains in this exclusive...

WM Market Reports
18 March 2020

New Research: “Technology Traps Wealth Managers Must Avoid”

Wealth management professionals with a stake in technological change should read this...

Real Estate
5 March 2020

A "Perfect Pair": Hong Kong Investors, London’s Commercial Property 

The author of this article promotes the idea that London is a natural fit for Hong Kong-based...

Reports
19 February 2020

WEALTH TALK: Focus On HSBC's Results, Restructuring

We continue our regular discussions of issues in and around the world's wealth management industry....

Client Affairs
24 January 2020

Protecting The Client: Why It's Much More Than Guarding Money

This news service is looking at a variety of topics that collectively come under the title of...

Emerging Markets
14 January 2020

Chinese-Style Capitalism - A Personal Perspective

The author of this article argues that in some respects China is arguably more committed to free...