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Latest Comment & Analysis

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 ...

WM Market Reports
22 March 2023

Tech Traps Wealth Managers Must Avoid 2023

The latest edition of our regular "Tech Traps" reports. ...

6 March 2023

The Squeeze On Investment Visas – What Should Happen Now?

With these programmes, the subject of this interview says, the benefit is not just in the initial investment but all the investments later on, the taxes paid, the money spent in the economy, and the jobs created...

Asset Management
6 March 2023

Comgest's Mood Brightens For Europe, Asia Investments

After a strong start to global stock markets, Franz Weis chief investment officer at Comgest, a growth investor, discusses with this publication in Paris the outlook for 2023 and investment opportunities in Euro...

9 February 2023

Fine Art Finance – A Change Of Perspective For Your Collection

The international law firm gives a brief tour of the fine art investment landscape, a subject of interest to private client advisors, banks and others looking after HNW and ultra-HNW clients. ...

White Papers
3 February 2023

Achieving Digital Experience Goals With Technology

The author of this article – the second in a series – argues that even in difficult circumstances, financial services organisations should not have to make a binary choice between investing in service excell...

Latest News

People Moves
9 June 2023

Summary Of Asia-Pacific Wealth Management Senior Moves – April 2023

April was a busy month for appointments and moves in the Asia-Pacific region, with organisations such as the Family Office Association Hong Kong, Citigroup, Farro Capital and Nomura among the standouts. ...

White Papers
9 June 2023

Hang Seng Bank, Bain & Co Trumpet Cross-Border Charms

Being able to conduct bank and other transactions cross-border is important to a significant number of mainland China and Hong Kong clients. ...

9 June 2023

Watiga's Expanded FIS Relationship Targets Scalability

With the growth of its administration business over the past few years, including new family office structures, Watiga has chosen to expand its service offering for portfolio accounting, particularly with respec...

New Products
9 June 2023

UOB Taps Into Japan's Foreign Direct Investment Story

Flows of direct investment is a relevant subject for private bankers to follow because so many business owners are their clients. ...

Family Office
8 June 2023

Study Shines Light On What Family Office Professionals Are Paid

A major report examines pay and compensation trends in the world's family offices sector, and examines trends in hiring, location and structure. The proliferation of reports on FOs also shows how their profile i...

New Products
8 June 2023

What’s New In Investments, Funds? – Allspring

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