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

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...

Technology
7 March 2022

Crypto Assets, Distributed Finance And Wealth Managers' Menus

Family offices, private banks and wealth managers are considering using the infrastructure of...

Art
24 February 2022

NFTs: A World Of Wealth Beyond Gotham City 

While there is much buzz and confusion surrounding NFTs in the media, understanding the reality of...

Alt Investments
21 February 2022

"Dry Powder" And "Democratisation" – Trends In Private Market Investing

This publication talks to Broadridge, the financial technology firm, about trends in the private...