News, Comment & Analysis results for Archive

People Moves
18 March 2026

International Wealth Group Appoints Ex-EFG Figure As Vice Chairman

The group of firms in the JAR Group operate in Geneva, Dubai, Singapore and Monaco. ...

M and A
18 March 2026

iCapital Pushes Further Into Insurance Sector

Since its founding in 2013, iCapital has been among a crop of specialist firms, often harnessing...

Investment Strategies
18 March 2026

EXCLUSIVE: Ossiam Remains Overweight US, Eyes Opportunities In Japan

Paris-based asset manager Ossiam, which focuses heavily on exchange-traded funds, discusses its...

Financial Results
17 March 2026

Julius Baer Unveils CEO's Remuneration, Applauds Progress

The bank has disclosed the total award paid to the chief executive who came on board more than a...

People Moves
17 March 2026

Aberdeen Adviser CEO To Depart, Successor Announcement "Soon"

The CEO has been at the business since 2003 and in the post since 2019. ...

Investment Strategies
16 March 2026

Energy, Hormuz, And The Family Office Portfolio

The author argues – as current events indicate – that energy shocks should no longer be treated...

Wealth Strategies
16 March 2026

OPINION OF THE WEEK: Private Credit Sector Nerves Provide Salutary Warning

However the whole private credit redemption control saga plays out, investors have perhaps received...

Investment Strategies
16 March 2026

Dutch Wealth Manager Maintains Equity Overweight Amidst Conflict

As oil prices surge amidst the escalating US–Israel conflict with Iran, Joost van Leenders,...

Investment Strategies
16 March 2026

Middle East Conflict: Focus On Gold As Price Falls

After gold prices were reaching record highs, wealth managers discuss the recent drop in the...

Investment Strategies
13 March 2026

EXCLUSIVE: Franklin Templeton Optimistic On Emerging Markets, Shrugs Off Conflict Worries

Singapore-based Chetan Sehgal, lead portfolio manager of Templeton Emerging Markets Investment...

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...