News, Comment & Analysis results for Archive

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...

People Moves
13 March 2026

New India Barclays Private Bank Head Named

The new head will lead and accelerate Barclays Private Bank’s growth ambitions in India. ...

Comment & Analysis results for Archive

Asset Management
17 June 2022

Exclusive: Why Investors Cannot Ignore India's Promise

David Cornell, CIO at Ocean Dial Asset Management, discusses with WealthBriefing why India is a top...

Market Research
15 June 2022

Agricultural Innovation Needed To Resolve Challenges – Wealth Managers

As food security moves up the political agenda, specialist investment managers from Franklin...

Emerging Markets
13 June 2022

Vietnam's Economic Ascent Deserves More Fans – Dragon Capital

Although unsurprisingly bullish on the country in which it has operated for nearly three decades,...

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...