News, Comment & Analysis results for Archive

Family Office
24 February 2025

Single Family Office: Three Different Types For Efficient Asset Transmission

There are different forms of family office and understanding the variations and the reasons for...

Wealth Strategies
21 February 2025

OPINION OF THE WEEK: Why Germany's Elections Matter

It appears unlikely that Germany will move radically to boost growth after the upcoming federal...

Investment Strategies
21 February 2025

UBS Predicts "Mid-Teens" AI Investment Returns In 2025

The global wealth management arm of the Swiss bank says that while tariffs and other forces will...

People Moves
21 February 2025

FNZ Names New Chief Financial Officer

The new senior hire has more than 32 years of experience in banking, private equity and public...

People Moves
20 February 2025

Sun Life Names New Asia Chief Human Resources Officer

Sun Life, a financial services organisation providing asset management, wealth, insurance and...

Financial Results
20 February 2025

UOB Says Net Profit For 2024 Rose

The bottom-line results were aided by growth in areas such as wealth management fees, UOB said. ...

Financial Results
20 February 2025

HSBC Targets "Double-Digit" Wealth Income Growth

The group, which reorganised its divisions into a simpler structure, said the wealth side of the...

Financial Results
20 February 2025

EFG International Posts Record Profit In 2024; Board Changes

Swiss private bank EFG International has just released its financial results for 2024, and has...

Technology
19 February 2025

The Soaring Trend Of AI "Co-Pilots" In Wealth Management

We hear much commentary today about the use of AI "co-pilots" in financial services. What do they...

People Moves
19 February 2025

Boardroom Changes At Asia's FWD Group

Among its activities, the group has pushed into the area of serving HNW clients in recent years,...

Comment & Analysis results for Archive

Family Office
23 August 2021

Singapore's Proposed VCC Changes - What Wealth Managers Need To Know

The variable capital company regime in Singapore was launched originally at the start of 2020. Now...

Family Office
28 July 2021

Family Offices Should Behave As Regulated Entities

This article explores the various risks involved from the family office perspective, including...

Alt Investments
21 July 2021

Long-Term Investing In Innovation: Beyond Private Equity

The author of this article shouts out the case for an active holding company (AHC) as an attractive...

Legal
8 July 2021

Japan Wealth Management - Latest Developments

Here is an outline of important recent legal, tax and regulatory developments affecting wealth...

Offshore
7 July 2021

Hong Kong Wealth Management - Latest Developments

Here is an outline of important recent legal, tax and regulatory developments affecting wealth...

Trust Estate
5 July 2021

VISTAS, PTCS and SPACs - What's In Singapore Advisors' Toolkits?

Wealth management is no stranger to an eye-watering number of acronymn entities that relate to...

Tax
25 June 2021

Do The Super-Rich Really Only Pay A 3.4 Per Cent Tax Rate?

The group called ProPublica recently claimed that data on America's 25 richest people showed that...

Technology
18 June 2021

Who Said The Sky's The Limit?

The space environment is no longer the sole preserve of government agencies. Today, it is private...

Compliance
17 June 2021

Basel’s Cryptoasset Stance Is No “Green Light,” But A Warning - Commentary

A wealth management figure and frequent commentator on financial affairs says that a global banking...

Investment Strategies
11 June 2021

Lifting The Fog On ESG's Data Problem

Calls are growing for accurate high-quality ESG data that is assessed under a global standard....