News, Comment & Analysis results for Archive

Surveys
15 June 2026

UHNW Individuals’ AI Use Now Mainstream; Human Collaboration Still Counts

AI is now a must-have tool for wealth managers, reinforcing their need for capital to pay for it. ...

Strategy
15 June 2026

JP Morgan Doubles Singapore-Based Bankers For Wealthy Clients – Media

The bank has been quoted as saying that the US lender has logged record revenue and AuM in...

People Moves
15 June 2026

Asia-Based MCM Partners Launches Family Office Platform

The organisation has also appointed a senior figure with a background in banking and family offices...

People Moves
12 June 2026

Klay Group Names New Global Head Of Wealth Planning

The new global head of wealth planning will be leading Klay Group's global wealth planning...

New Products
12 June 2026

What’s New In Investments, Funds? – Invesco, DBS, Gold

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

Comment & Analysis results for Archive

Strategy
26 June 2024

The Good, The Difficult And The Stable – What Headhunters See Around The World

We talk to wealth management headhunters in North America, Europe, Middle East and Asia about what...

Real Estate
26 June 2024

As HNW Individuals Seek Options, An Adriatic Resort Prepares

Luxury resorts based in low-tax jurisdictions have been around for decades; given the winds of...

M and A
29 May 2024

Swiss Bank Consolidation Chatter Shows How Scale Dominates Thinking

Regardless of the truth of specific rumours and media stories, the idea that more Swiss banks might...

ESG
9 May 2024

EXCLUSIVE: Spotlight On Regenerative Agriculture, Forestry – SLM Partners

Paul McMahon, a co-founder and managing partner of asset manager SLM Partners, discusses why there...

Offshore
17 April 2024

How Citizenship/Residency-By Investment Programmes Evolved - And What's Next

A marker for globalisation and the degree of unfettered movement that people enjoy, the market for...