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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...

2 February 2023

Where Next For Banks And Digital Assets?

The rout in prices of cryptocurrencies and certain entities last year shook the sector and has left banks, wealth managers and other asking lots of questions. This article addresses some of them. ...

Latest News

People Moves
24 March 2023

DWS Appoints New Head Of Asia Pacific

The new head of APAC, who has demonstrated impressive leadership skills, knows the region and business well. ...

People Moves
24 March 2023

Senior Asia Banker Joins Credit Suisse's Wealth Arm

Even as Credit Suisse becomes absorbed into UBS after the takeover announced at the weekend, the bank continues to make senior appointments. ...

New Products
24 March 2023

What's New In Investments, Funds? – Sun Life Hong Kong

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

23 March 2023

The UK-India Connection And HNW Individuals

This article delves into the details of how India and the UK can build on a series of trade and financial relationships. ...

Asset Management
23 March 2023

It's Safer To Be In Bonds – Franklin Templeton

Bonds have traditionally been seen as a steady source of income for investors, but fixed income was anything but predictable in 2022. Fixed income experts at Franklin Templeton and its specialist investment mana...

People Moves
23 March 2023

Who’s Moving Where In Wealth Management? – SuMi TRUST

The latest moves and appointments for senior roles for Asia-Pacific wealth management. ...