News, Comment & Analysis results for Archive

Art
16 July 2025

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...

Technology
16 July 2025

EXCLUSIVE: Investors, Managers Boost Use Of Digital Platforms; Wide National Variations – Amundi

Fannie Wurtz at French-based asset manager Amundi, which has €2.2 trillion ($2.5 trillion) in...

Investment Strategies
15 July 2025

Wealth Managers React As Trump Threatens EU, Mexico With 30 Per Cent Tariffs

After US President Donald Trump said over the weekend that he will levy a 30 per cent tariff on...

Compliance
15 July 2025

Industry Group Welcomes Singapore Regulator's VCC Report

The president of the Association of Independent Wealth Managers Singapore comments about what MAS...

Surveys
15 July 2025

London Leapfrogs Hong Kong As World's Second Priciest City; Singapore Is Top – Julius Baer Report

The "Julius Baer Global Wealth & Lifestyle Report 2025" was published yesterday at a turning point...

People Moves
15 July 2025

DBS Names Private Banking Head For Middle East, Africa

The holder of the newly-formed post has worked at a number of private banks, including UBS and...

People Moves
15 July 2025

Summary Of Senior Wealth Management Moves In Asia-Pacific – May 2025

A roundup of moves in the Asia region, with prominent changes at HSBC, SMBC, Bank of Singapore and...

People Moves
15 July 2025

Hong Kong's Value Partners Names Client Portfolio Management Co-Head

The newly-appointed figure has more than 15 years' financial sector experience, most recently at...

People Moves
14 July 2025

OCBC Names New CEO

Singapore-headquartered Oversea-Chinese Banking Corporation (OCBC) names new group chief executive...

Compliance
14 July 2025

OPINION OF THE WEEK: Singapore Appears To Be Clamping Down On Slack Practices

As the Singapore regulator warns of problems in the VCC sector, and also clamps down on how AML and...

Comment & Analysis results for Archive

Company Profiles
6 January 2025

Financial Planning, "Jumbo" Life Insurance And More: In Conversation With Grandtag

We talk to a financial consultancy working in Asia with HNW and UHNW clients. In particular, the...

Investment Strategies
19 December 2024

2025 Private Credit Predictions: An Expert Perspective

A 26-year veteran of the alternative investments sphere – including private credit – explains...

Investment Strategies
18 November 2024

US Equities, Dollar Delivers Ringing Endorsement Of Trump. What Now? – WELREX - Part 2

We publish the second part of this analysis which examines the implications of the US presidential...

Investment Strategies
14 November 2024

US Equities And Dollar Have Delivered Ringing Endorsement Of Trump. What Now? – WELREX - Part 1

The first in a two-part detailed analysis about what the financial markets could do in the next...

Alt Investments
4 November 2024

In Troubled Times, What's The Investment Case For Fine Alcohol?

Whether it is fine wine, whisky or cask tequila, there is a case, so advocates for investing say,...

WM Market Reports
15 October 2024

WealthBriefing's Tech And Ops Trends In Wealth Management Research Report

The annual report is an important part of the work that the publisher of this website does in...

Tax
1 October 2024

Non-Doms, Fairness And Family Enterprise – In Conversation With Philip Marcovici

While debate appears open on whether and how the UK's non-dom system will disappear, we talk to a...

Strategy
10 September 2024

With Outsourced CIO Models, There's No Substitute For Experience – SEI

We talk to the Oaks, Pennsylvania-headquartered firm about its outsourced CIO business and the...

Company Profiles
17 July 2024

Talent Management Is Julius Baer's Asia Growth Engine

We talk to one of Julius Baer's senior figures, in Singapore, about the approach the bank takes to...

Strategy
26 June 2024

The Good, The Difficult And The Stable – What Headhunters See Around The World

We talk to wealth management headhunters in North America, Europe, Middle East and Asia about what...