News, Comment & Analysis results for Trace

Emerging Markets
22 November 2023

Playing India's Growth Story – In Conversation With Ocean Dial

A country that continues to press its case as a major investment opportunity is India. We talk to a...

White Papers
29 September 2023

Central Bank Digital Currencies: Impact On Financial Inclusion, Private Sector Banks

Central bank digital currencies are being considered by a raft of countries. They bring, so...

Technology
8 September 2023

Digital Digest: The Latest Tech News – Technavio Report On Financial Planning Software Growth

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

Compliance
17 August 2023

Bridging Risk-Based And Uncertainty-Based Approaches To AML/CFT Compliance – Part 1

In this article – the first of two parts – the author looks at two broad approaches to...

WM Market Reports
5 June 2023

Market Falls Hit 2022 HNW Individuals' Wealth; Firms Must Raise Digital Game – Capgemini

One of a cluster of annual measures of how well – or not – the global wealth sector is faring,...

Strategy
6 April 2023

From The Editor’s Chair: Banks’ Shotgun Marriages And Artificial Intelligence

Bank takeovers after collapses, a burst of commentary about AI, and continued turbulence in global...

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...

Compliance
8 March 2023

Compliance Corner: Monetary Authority Of Singapore

The latest compliance news: regulatory developments, punishments, guidance, permissions and new...

ESG
3 February 2023

OPINION OF THE WEEK: What To Say If Clients Aren't Interested In ESG

It is possibly a sign of unchallenged assumptions when clients in certain parts of the world show...

WM Market Reports
13 September 2022

Asset Tokenization Market Could Reach $16.1 Trillion By 2030 – Study

With more wealth managers and family offices putting money into private markets – typically less...

Comment & Analysis results for Trace