News, Comment & Analysis results for Archive

Investment Strategies
15 December 2025

Edmond de Rothschild AM Prefers European Small Caps, EM Debt

Edmond de Rothschild Asset Management presented its investment outlook for 2026 at a media event...

People Moves
15 December 2025

Summary Of Senior Asia-Pacific Wealth Management Moves – October 2025

October was a busy month in Asia for a handful of large names in wealth management, such as Bank of...

Investment Strategies
15 December 2025

Allspring Positive On US Small-Mid Caps, Emerging Markets In 2026

US-headquartered asset manager Allspring released its 2026 outlook this week, sharing its insights...

Asset Management
12 December 2025

What's New In Investments, Funds? – Brown Brothers Harriman, ICBCUBSI

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

M and A
12 December 2025

Singapore-Headquartered Ascentium Acquires Hong Kong Business

Ascentium said the deal builds on recent acquisitions. Financial terms were not disclosed. ...

Investment Strategies
12 December 2025

Indosuez WM Favours US, Emerging Market Equities, Gold In 2026

Grégory Steiner at Paris-based Indosuez Wealth Management shares his insights on asset allocation...

People Moves
11 December 2025

M&G Names New Chief Transformation Officer

The new hire has more than 30 years’ experience delivering complex transformation across blue...

Statistics
11 December 2025

Hong Kong's IPO Market Is Liquidity Event Bonanza – KPMG

IPOs are important creators of new millionaires and therefore important for private banks, advisors...

Technology
11 December 2025

UBS Partners With Oxford University To Create AI Centre

The move by the Swiss wealth management big hitter illustrates how AI continues to shape thinking...

Surveys
11 December 2025

Tech Is Investors' Darling, Global PwC Survey Shows

The survey by the professional services giant also shows that for all the upbeat attitudes towards...

Comment & Analysis results for Archive

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...

White Papers
3 February 2023

Achieving Digital Experience Goals With Technology

The author of this article – the second in a series – argues that even in difficult...

Technology
2 February 2023

Where Next For Banks And Digital Assets?

The rout in prices of cryptocurrencies and certain entities last year shook the sector and has left...

Client Affairs
5 January 2023

Focus On Investment Opportunities In India – Lombard Odier

Stéphane Monier, chief investment officer at Swiss private bank Lombard Odier in Geneva, discusses...

Compliance
29 November 2022

The FTX Collapse: The Lessons

The author of this article argues that the failures with FTX are little to do with regulation or...

Compliance
27 October 2022

The Pandora Papers One Year On: Lessons Learned And To Learn

Today, the idea appears to grow that holding wealth is something deserving of opprobrium. The more...