News, Comment & Analysis results for Archive

M and A
20 May 2025

Finastra Agrees To Spin Off Treasury, Capital Markets Arm

Finastra, which is headquartered in London and with offices in jurisdictions including the US and...

Fund Management
20 May 2025

ETF Inflows Hit The Heights

Whatever the turbulent markets might suggest, the inflow to the exchange-trade funds industry in...

People Moves
20 May 2025

Asia's Lioner Appoints Hong Kong MD

The "strategic addition" brings more than two decades of life insurance planning, with a focus on...

People Moves
20 May 2025

Apex Invest Gets A New Global Head

Apex Group, formed 22 years ago and established in Bermuda, supports growth of family offices,...

People Moves
19 May 2025

HSBC Global Private Banking Names New Australia, Japan, International Desk Head

HSBC Global Private Banking makes senior hire. ...

Investment Strategies
19 May 2025

DWS Prefers European Over US Equities

Asset managers such as Germany's DWS set out their outlooks and asset allocation against the...

Asset Management
19 May 2025

State Street Extends Partnership With India-Based Platform

The platform, called smallcase, will work with State Street as the latter firm looks to explore how...

New Office
19 May 2025

HNW Insurance Broker Moves Into Larger Singapore Offices

The firm, with offices in hubs including Singapore and Hong Kong, works with private banks, family...

Investment Strategies
19 May 2025

Hamilton Lane Positive On Infrastructure, Credit, Evergreen Funds

Following US President Donald Trump imposing significant tariffs on US imports, senior figures at...

New Products
16 May 2025

What’s New In Investments, Funds? – Franklin Templeton

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

Comment & Analysis results for Archive

Compliance
15 December 2023

Handling HNW Clients' Data Via Tokenization – An Overview

Banks and other players in the wealth management space transfer data across borders – a fact...

White Papers
23 November 2023

New Report: How Wealth Ecosystem, Healthcare Interact

The boundaries between health and wealth increasingly intersect and a new report from China's Hywin...

Family Office
28 September 2023

Family Offices Aren't Shunning Risk, But Getting Smarter – Citi Private Bank

After its survey emerged a few weeks ago, Citi Private Bank spoke again to this news service about...

White Papers
21 September 2023

Winning Women In MENA: How Wealth Managers Can Help Further Female Empowerment

A new report from this news service, in partnership with First Abu Dhabi bank, explores what HNW...

Legal
31 August 2023

Learning The Legal Lessons From “Succession”

In this detailed analysis of legal questions generated by the HBO television drama, law firm Squire...

Investment Strategies
22 August 2023

Value And Growth – Japan’s Promise And Performance

This news service recently talked to a UK-based investment house that concentrates on Japanese...

Alt Investments
4 August 2023

How "Evergreen" Approach Wins Friends For Private Markets

There appears to be something of a trend towards "perpetual" or "evergreen" fund structures that...

Philanthropy
25 July 2023

Bringing Great Eye Vision To The Poor – A Hong Kong Philanthropist's Tale

Chen’s philanthropy journey throws light on an important aspect of charity that can be...

Company Profiles
7 July 2023

Monetary Metals Says Gold Yield Marketplace Fits Wealth Menus

Confounding the standard line that gold doesn't produce a yield, a business that uses gold to earn...

Strategy
22 May 2023

BOOK REVIEW: In Defence Of Capitalism, By Rainer Zitelmann

While unlikely to sway those already hostile to the free market economic system, this book puts a...