News results for Archive

People Moves
9 June 2023

Summary Of Asia-Pacific Wealth Management Senior Moves – April 2023

April was a busy month for appointments and moves in the Asia-Pacific region, with organisations...

White Papers
9 June 2023

Hang Seng Bank, Bain & Co Trumpet Cross-Border Charms

Being able to conduct bank and other transactions cross-border is important to a significant number...

Strategy
9 June 2023

Watiga's Expanded FIS Relationship Targets Scalability

With the growth of its administration business over the past few years, including new family office...

New Products
9 June 2023

UOB Taps Into Japan's Foreign Direct Investment Story

Flows of direct investment is a relevant subject for private bankers to follow because so many...

Family Office
8 June 2023

Study Shines Light On What Family Office Professionals Are Paid

A major report examines pay and compensation trends in the world's family offices sector, and...

New Products
8 June 2023

What’s New In Investments, Funds? – Allspring

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

Strategy
8 June 2023

EXCLUSIVE: Personalised Service In WM Here To Stay, Despite AI – Mirabaud

Paul Whelan, director at family-owned Swiss bank Mirabaud discusses with this news service the...

People Moves
8 June 2023

AXA IM Appoints Global Chief Operating Officer

With a solid grounding in C-suite roles across the financial sector, AXA believes that the new COO...

Family Office
7 June 2023

Inflation Tops Worry List For APAC Family Offices

The study of Asia-Pacific region family offices sheds light on what concerns them, both their...

Fund Management
7 June 2023

Asian, European WealthTechs Join Hands

Groups such as Allfunds and Endowus are part of a change in how funds are transacted by wealth...

Comment & Analysis results for Archive

Strategy
22 May 2023

BOOK REVIEW: In Defence Of Capitalism, By Rainer Zitelmann

While unlikely to sway those already hostile to the free market economic system, this book puts a...

WM Market Reports
22 March 2023

Tech Traps Wealth Managers Must Avoid 2023

The latest edition of our regular "Tech Traps" reports. ...

Offshore
6 March 2023

The Squeeze On Investment Visas – What Should Happen Now?

With these programmes, the subject of this interview says, the benefit is not just in the initial...

Asset Management
6 March 2023

Comgest's Mood Brightens For Europe, Asia Investments

After a strong start to global stock markets, Franz Weis chief investment officer at Comgest, a...

Art
9 February 2023

Fine Art Finance – A Change Of Perspective For Your Collection

The international law firm gives a brief tour of the fine art investment landscape, a subject of...

White Papers
3 February 2023

Achieving Digital Experience Goals With Technology

The author of this article – the second in a series – argues that even in difficult...

Technology
2 February 2023

Where Next For Banks And Digital Assets?

The rout in prices of cryptocurrencies and certain entities last year shook the sector and has left...

Client Affairs
5 January 2023

Focus On Investment Opportunities In India – Lombard Odier

Stéphane Monier, chief investment officer at Swiss private bank Lombard Odier in Geneva, discusses...

Compliance
29 November 2022

The FTX Collapse: The Lessons

The author of this article argues that the failures with FTX are little to do with regulation or...

Compliance
27 October 2022

The Pandora Papers One Year On: Lessons Learned And To Learn

Today, the idea appears to grow that holding wealth is something deserving of opprobrium. The more...