News, Comment & Analysis results for Archive

People Moves
22 August 2025

Ocorian Names Private Clients Regional Head For APAC

The global firm has named a former consultant based in Singapore for the role; he has also worked...

Uncategorised
21 August 2025

UOB Private Bank Completes Another International Next Gen Programme

The course for young adult members of UHNW families – from eight countries – speaks to how...

Technology
21 August 2025

FNZ Leans Into AI-Powered Solutions

The firm recently inked a strategic partnership with Microsoft. ...

People Moves
21 August 2025

Who's Moving Where In Wealth Management – Simmons & Simmons, Columbia Threadneedle Investments

The latest appointments, personnel changes and moves in the wealth management sector, and related...

Financial Results
20 August 2025

Group Profits Surge At LGT As Income Rises, Costs Slip

The private bank logged SFr5.9 billion of asset inflows, although at the half-way point of the year...

Investment Strategies
20 August 2025

DWS Maintains Preference For European Over US Equities, Despite Rebound

German asset manager DWS set out its latest outlook and asset allocation against the background of...

Family Office
19 August 2025

Not Ready Yet For Single-Family Office? Bank Of Singapore Has A Solution

There appears to be a trend of banks – and now the Bank of Singapore has entered the fray –...

Fund Management
19 August 2025

Subsidiary Of India's Kotak Mahindra Secures UAE Licence, Eyes Fund Launch

The firm said it is the first Indian firm to have obtained such a licence from the UAE's capital...

Asset Management
19 August 2025

What's New In Investments, Funds? – Standard Chartered, PIMCO

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

People Moves
19 August 2025

UBP In Hong Kong Builds Out Greater China Team

The Swiss private bank has announced a number of moves for its Greater China business field. ...

Comment & Analysis results for Archive

ESG
10 June 2022

EDITORIAL COMMENT: BCG Highlights Wealth Managers' Sustainability Prize, Challenges

The issues around sustainability unsurprisingly get big treatment in the annual Boston Consulting...

Compliance
9 May 2022

A Walk Around The World's Regulatory Landscape

This news service speaks to BNY Mellon Pershing, a business with considerable interplay with...

Wealth Strategies
4 May 2022

Behavioural Finance’s Next Step To Going Mainstream

The investment approach shaped by ideas about behaviour and how humans actually conduct themselves...

Practice Strategies
3 May 2022

The Perfect "Sandbox" – How Avaloq Innovates In The Cloud

We talk to Avaloq and one of the men driving R&D and innovation at the firm. He argues that the...

Investment Strategies
19 April 2022

Tech Drives Success In Asia's Private Debt Market 

The author of this article argues that staying ahead in Asia-Pacific's expanding private debt...

Alt Investments
11 April 2022

How To Interface Digital Assets With The Family Office

Family offices will need to update their thinking – and their technological capabilities – just...

Trust Estate
7 April 2022

Hong Kong Court’s Ruling Reaffirms Principles Of Common Intention Constructive Trusts

A recent ruling by a Hong Kong court has important implications for what are called common...

Awards
1 April 2022

Editorial Comment: Why Wealth Managers Should Be Proud

The wealth management sector is sometimes – understandably perhaps – shy of putting its case...

Technology
29 March 2022

An Overview From EY On Tech Traps Facing The Sector

EY has once again partnered with this publication on our must-read annual report "Technology Traps...

Banking Crisis
15 March 2022

Summary Of Banks' Exposures To Russia, Local Presences

Here is what we know at the moment about banks' exposures to Russia in terms of loans and other...