News, Comment & Analysis results for Archive
International Wealth Group Appoints Ex-EFG Figure As Vice Chairman
The group of firms in the JAR Group operate in Geneva, Dubai, Singapore and Monaco. ...
iCapital Pushes Further Into Insurance Sector
Since its founding in 2013, iCapital has been among a crop of specialist firms, often harnessing...
EXCLUSIVE: Ossiam Remains Overweight US, Eyes Opportunities In Japan
Paris-based asset manager Ossiam, which focuses heavily on exchange-traded funds, discusses its...
Julius Baer Unveils CEO's Remuneration, Applauds Progress
The bank has disclosed the total award paid to the chief executive who came on board more than a...
Aberdeen Adviser CEO To Depart, Successor Announcement "Soon"
The CEO has been at the business since 2003 and in the post since 2019. ...
Energy, Hormuz, And The Family Office Portfolio
The author argues – as current events indicate – that energy shocks should no longer be treated...
OPINION OF THE WEEK: Private Credit Sector Nerves Provide Salutary Warning
However the whole private credit redemption control saga plays out, investors have perhaps received...
Dutch Wealth Manager Maintains Equity Overweight Amidst Conflict
As oil prices surge amidst the escalating US–Israel conflict with Iran, Joost van Leenders,...
Middle East Conflict: Focus On Gold As Price Falls
After gold prices were reaching record highs, wealth managers discuss the recent drop in the...
EXCLUSIVE: Franklin Templeton Optimistic On Emerging Markets, Shrugs Off Conflict Worries
Singapore-based Chetan Sehgal, lead portfolio manager of Templeton Emerging Markets Investment...
Comment & Analysis results for Archive
Swapping Singapore For London – Reflections From Lombard Odier's Vincent Magnenat
A senior private banker for Lombard Odier, working for many years in Singapore, has made the move...
Fires, Floods And Other Hazards: Managing Risks To Fine Art
This news service recently talked to the head of art advisory of Citi Wealth – appointed to the...
Index Investing Has A "Reconstitution" Problem: How To Fix It
We talk to Dimensional Fund Advisors about why index investing in the conventional sense raises a...
Non-Dom Businesswoman Voices Anger, Plans Exit As UK Rules Change
We talk to a businesswoman, TV personality, academic and author about her annoyance, and...
The Asian EAM Opportunity: What Bank Custodians Say
Northern Trust, Deutsche Bank, Lombard Odier, Standard Chartered and RBC Wealth Management talk to...
Independence Remains Big EAM Force; Sector Faces Compliance Challenges – HP Wealth Management
This news service talks to HP Wealth Management, an external asset manager founded in 2009 against...
The Forces Shaping Singapore's, Asia's EAM Sector
This news service prides itself on its coverage of external asset managers, family offices and...
An Urgent Need To Take Protection Vs Physical, Cyber Threats Up A Level
We talk to experts in physical and cyber security catering to the needs of wealthy individuals. In...
Private Banks' Onboarding Limitations Revealed – And How To Fix Them
Client onboarding in private banking is riddled with inefficiencies – not just for high-risk...
The Soaring Trend Of AI "Co-Pilots" In Wealth Management
We hear much commentary today about the use of AI "co-pilots" in financial services. What do they...