News, Comment & Analysis results for Archive

Real Estate
20 March 2026

The Swiss Real Estate Window: Institutional Capital Flourishes

The author argues that in a European property landscape increasingly defined by cyclical...

People Moves
19 March 2026

Finastra Creates "AI Center Of Excellence," Names Chief

As the financial sector, such as private banking and wealth management, wrestles with potential AI...

Investment Strategies
19 March 2026

HSBC Private Bank Constructive On US, Asian Equities In Q2 2026

This week, HSBC Private Bank released its outlook for the second quarter of 2026 entitled...

Investment Strategies
19 March 2026

Investors Retreat From Risk, Move Into Cash – Bank Of America Survey

Unsurprisingly, a survey of what fund managers around the world think showed that they are moving...

Strategy
18 March 2026

Japan's MUFG Bank Enters India Pact

Japan's banking relationship with India – expected to be the world's third-largest economy in...

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. ...

Comment & Analysis results for Archive

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...

Emerging Markets
14 October 2022

Focus On Investment Opportunities In China – Chartwell Capital

As investors struggle to decide where to put their money, Ronald Chan, founder and CIO of Chartwell...

WM Market Reports
4 October 2022

Tenth WealthBriefing Tech & Ops Trends Report

Here is our 2022 Technology and Operations Report, a regular overview of the trends affecting the...

Company Profiles
28 September 2022

Singapore-Based WRISE Keeps It Simple

We talk to the chairman and CEO of a new wealth management business that sets out the idea of...

Alt Investments
19 September 2022

Get Ready For More Assets To Be "Financialized"

We talk to a business using cryptocurrency and blockchain tools to make diamonds a more efficient...