Latest Comment & Analysis

31 August 2023

Learning The Legal Lessons From “Succession”

In this detailed analysis of legal questions generated by the HBO television drama, law firm Squire Patton Boggs walks readers around the issues. ...

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 investments and the opportunities it sees building in the country. ...

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 are designed to surmount some of the obstacles for accessing more traditional forms of private market investing. ...

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 overlooked. And his story also highlights lessons that advisors can share with clients on the topic. ...

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 more of the metal argues that it fits into mainstream asset allocation and approaches to liquidity. We talk to M...

22 May 2023

BOOK REVIEW: In Defence Of Capitalism, By Rainer Zitelmann

While unlikely to sway those already hostile to the free market economic system, this book puts a stack of facts and figures in front of those who, perhaps because of their public roles in driving debate, could ...

Latest News

New Office
28 September 2023

VP Bank Celebrates 15 Years In Singapore – Opens New Office

VP Bank, headquartered in Liechtenstein, is an example of a number of European private banks that have pushed into the Asia-Pacific wealth management market. ...

28 September 2023

Focus On India’s Growing Allure For Investors

Investment managers discuss India’s promising macroeconomic outlook and investment opportunities in the region.   ...

People Moves
28 September 2023

Ping An Appoints New Co-Chief Executive

The financial services group, which among other moves is an important shareholder in HSBC, has announced changes in its C-suite roster. ...

28 September 2023

Julius Baer Takes Jazz Vibe To China

The move is, so Julius Baer says, an example of an East-West "bridge" of culture. Banks have for some time backed arts and cultural events as a way to project their brands. ...

28 September 2023

Why Investors Should Consider Global Bonds – Payden & Rygel

London-based Nigel Jenkins, a managing director at Payden & Rygel, a New York-based global asset management firm, discusses why global bonds are attractive in 2023. ...

28 September 2023

Digital Digest: The Latest Tech News – Tonik, Finastra

The latest technology news in the wealth management sector from around the world. ...