News, Comment & Analysis results for Archive

People Moves
11 March 2025

Bank Of Singapore Names New Head Of The Investment Solutions Group

The Bank of Singapore, the private banking subsidiary of OCBC, has just made another senior hire,...

Family Business Insights
11 March 2025

Family Businesses Must Plan For NextGen

This article, which covers different aspects of family business transfer and succession, comes from...

Technology
10 March 2025

Manulife Says AI Revolution Spreading Across Global Workforce

As wealth managers, banks and others in financial services consider how to use AI, the Canada-based...

Market Research
10 March 2025

Untapped Investment Opportunities In Narrowing The Gender Health Gap – Julius Baer

In the wake of International Women’s Day on 8 March, Swiss private bank Julius Baer has just...

Trust Estate
10 March 2025

Where To Now, My Trusted Friend?

For all the changes and setbacks, trusts will, the author says, remain an "essential tool" for...

Investment Strategies
7 March 2025

Franklin Templeton Brings Putnam Investment Strategies To International Clients

The move comes after the California-headquartered investment manager acquired Putnam Investments in...

New Products
7 March 2025

What’s New In Investments, Funds? – iCapital, Aviva Investors

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

People Moves
7 March 2025

PIMCO Names New Wealth Management Head For Australia

California-headquartered investment manager PIMCO, which oversaw about $1.95 trillion in assets...

WM Market Reports
6 March 2025

Women Still Lag Men In Wealth Accumulation, But There's Some Progress – Reports

A flurry of reports from wealth managers have come out ahead of International Women's Day on...

People Moves
6 March 2025

What’s New In Investment, Funds? – Citibank

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

Comment & Analysis results for Archive

Company Profiles
28 January 2021

Asia-Based HNW Investors Smile On Western Commercial Property

The firm says there is particular demand from clients, such as Asian HNW individuals and family...

Investment Strategies
22 January 2021

Japanese Equities Deserve Fresh Look

The Asia-focused asset management firm talks about the case for investors taking a new look at...

Strategy
20 January 2021

BOOK REVIEW: Free Lunch Thinking By Tom Bergin

A new book by a UK journalist challenges a number of economic ideas that he says have damaged...

Fund Management
19 January 2021

Managers Hone 2021 Investment Opportunities

January is typically when fund managers post where opportunity is knocking in a year expected to...

Banking Crisis
24 December 2020

EDITORIAL COMMENT: How The Wealth Sector Fared During Pandemic Year

As we sign off ahead of the holiday, group editor Tom Burroughes looks back at an extraordinary 12...

Emerging Markets
22 December 2020

What Does India Have To Offer Investors In 2021?

As one of the world’s great emerging market economies, how should India figure in the portfolios...

Wealth Strategies
16 December 2020

WEALTH TALK: Focus On How HNW Investors Position In 2021

In this latest video we take a look at what the industry thinks investors should be doing next year...

Wealth Strategies
9 December 2020

Wealth Managers Position For 2021 Rebound

Wealth managers large and small set out their scenarios, asset allocation calls, hopes and fears...

Banking Crisis
4 December 2020

The Short Seller As An Endangered Species - Should We Worry?

The author of this article claims that short-sellers resemble sharks as an endangered species....

Compliance
24 November 2020

WEALTH TALK: Where Fine Art And AML Meets

This is the sixth edition of a video series by this news service in partnership with international...