News, Comment & Analysis results for Archive

Surveys
21 November 2025

Families Give Financial Security Top Billing, But Fear Wealth Won't Endure – Sun Life Asia Study

The report from Sun Life's Asia business sheds light on how citizens in Singapore, Vietnam,...

Technology
21 November 2025

Swissquote Bank In Singapore Unveils OpenWealth API Connectivity

The Swiss firm in Singapore is using its system to help improve onboarding and other important...

Investment Strategies
21 November 2025

Amundi Leans Towards Emerging Market Assets In 2026

Paris-based European asset manager Amundi released its 2026 global investment outlook at a media...

M and A
20 November 2025

Indosuez WM Takes Complete Ownership Of Wealth Dynamix

The acquisition completes the France-headquartered group's ownership of a wealthtech firm operating...

Surveys
20 November 2025

Private Equity Shines Bright For Endowus Clients – Study

Such studies come at a time when wealth managers are being regaled with the presumed benefits of...

Philanthropy
20 November 2025

Philanthropy, Foundations And Jurisdictions – The View From Pictet 

The Swiss private banking group examines recent philanthropy trends and looks at the kind of...

ESG
20 November 2025

Asia, MENA Sustainable Finance Has Potential, Growth Climate Gets Chillier – Report

The market for sustainable debt has risen significantly in recent years. In the Middle East, North...

People Moves
19 November 2025

Ocorian Names New Director Of Private Clients, Singapore

The new hire has expertise in managing complex fiduciary structures for high net worth families,...

Fund Management
19 November 2025

Singapore-Based Lighthouse Canton Partners With Clearstream

The firm said that by using Clearstream's fund processing system, it will give wealth management...

Strategy
19 November 2025

Bitcoin Will Not Go Away While Fiat Currency Systems Are Stressed – Conference

A recent SALT conference in London debated the world of cryptocurrencies, digital assets,...

Comment & Analysis results for Archive

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...

WM Market Reports
22 March 2023

Tech Traps Wealth Managers Must Avoid 2023

The latest edition of our regular "Tech Traps" reports. ...

Offshore
6 March 2023

The Squeeze On Investment Visas – What Should Happen Now?

With these programmes, the subject of this interview says, the benefit is not just in the initial...

Asset Management
6 March 2023

Comgest's Mood Brightens For Europe, Asia Investments

After a strong start to global stock markets, Franz Weis chief investment officer at Comgest, a...

Art
9 February 2023

Fine Art Finance – A Change Of Perspective For Your Collection

The international law firm gives a brief tour of the fine art investment landscape, a subject of...