News, Comment & Analysis results for Archive

Asset Management
9 September 2025

What's New In Investments, Funds? – Lion Global Investors, RQI Investors, Others

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

Investment Strategies
9 September 2025

How Reshoring Policy Could Create US Small-Cap Opportunity

While different forces, including protectionist trade policy, can reverse an offshoring trend, it...

People Moves
9 September 2025

Hong Kong Investment Funds Association’s CEO Is Retiring

The outgoing CEO has played a pivotal role in promoting investor education and spearheading...

People Moves
8 September 2025

Who's Moving Where In Wealth Management? – BNP Paribas WM, Howden

The latest senior wealth management moves, appointments and personnel changes in Asia-Pacific. ...

People Moves
8 September 2025

JO Hambro Capital Management Names New CEO

There's change at the top of the asset management house, which is owned by Australia's Perpetual. ...

People Moves
8 September 2025

Northern Trust Names New Asset Management President

Hunstad has played a pivotal role in shaping NTAM’s investment vision and philosophy, leading a...

Technology
8 September 2025

Opinion Of The Week: Wealth Managers' AI Uses Proliferate, But Optimum Strategy Is Tough Call

The editor considers emerging fields such as "agentic AI" and how fast, or not, wealth managers,...

Investment Strategies
5 September 2025

Tariffs Prompt BNP Paribas To Favour Domestically-Focused Asian Stocks

When export revenues are hit by tariffs, it's understandable that investors focus on firms that...

People Moves
5 September 2025

Top-Level Changes At Hang Seng Bank

There's been a change at the top of the Hong Kong-based banking group. ...

People Moves
5 September 2025

Who's Moving Where In Wealth Management? – Citigroup

The latest senior wealth management moves, appointments and other personnel changes in the...

Comment & Analysis results for Archive

Company Profiles
19 January 2024

Milltrust Pivots Towards MFO Opportunities As Singapore's Wealth Swells

We talk to the firm about why it created the multi-family office, the case for the move in the...

Strategy
15 January 2024

IQ-EQ Taps Into Gulf Region's Wealth Bonanza

Shortly after announcing new operations in Abu Dhabi, the investor services group talked to this...

Company Profiles
12 January 2024

EXCLUSIVE: Finding Compliance Nuggets Amid 24/7 News Torrent

We talk to Dow Jones about the work it does in collating, screening and digesting a vast haul of...

Company Profiles
15 December 2023

Putting "Debt" Into Venture At Asia's Innoven

With so much attention given to private equity, debt, credit, real estate and infrastructure –...

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...