News, Comment & Analysis results for Archive

People Moves
10 February 2025

BNP Paribas WM Adds Hong Kong Market Head

The newly-appointed figure has worked at CMBI and Royal Bank of Canada. ...

Alt Investments
10 February 2025

Hedge Funds Continue 2024 Gains Into January – HFR

Hedge funds have to a certain extent won back a reputation for being able to generate gains when...

Technology
10 February 2025

Innovation Themes Set To Drive Future Growth – ARK Invest Report

ARK Invest, a global thematic exchange-traded funds issuer specialising in disruptive innovation...

Compliance
10 February 2025

Singapore's Banks Face "Unprecedented" Onboarding Challenge – Study

The need for technology-driven KYC solutions and other compliance tasks appears more urgent than...

Investment Strategies
7 February 2025

Lombard Odier Prefers US Over EU, Emerging Market Equities In 2025

Geneva-headquartered global wealth and asset manager Lombard Odier has just published its latest...

Surveys
7 February 2025

New UBS Report Shows Entrepreneurs Upbeat About Business Prospects

Swiss private bank UBS has just published its first “Global Entrepreneur Report,” highlighting...

Family Office
7 February 2025

Malaysia’s Bid to Attract Foreign Investment from Family Offices

This article, from the law firm Squire Patton Boggs, explores what Malaysia is doing to encourage...

Financial Results
6 February 2025

Canaccord Genuity WM Posts Positive Financial Results In 2024

Canadian-based Canaccord Genuity Wealth Management has just announced its financial results for the...

New Products
6 February 2025

T Rowe Price, Standard Chartered Launch New Fund

T Rowe Price, a global asset manager with $1.67 trillion in assets under management, has expanded...

New Products
6 February 2025

Private Aviation's Investment Allure Weathers Turbulent Times

Rising wealth, discontent with the irritations of routine commercial flights, and the desire to...

Comment & Analysis results for Archive

New Products
6 February 2025

Private Aviation's Investment Allure Weathers Turbulent Times

Rising wealth, discontent with the irritations of routine commercial flights, and the desire to...

Family Business Insights
5 February 2025

Hong Kong Transport Dynasty Figure Sets Out Succession Approach

We talk to a prominent figure in Hong Kong's business sector and transportation industry –...

Company Profiles
6 January 2025

Financial Planning, "Jumbo" Life Insurance And More: In Conversation With Grandtag

We talk to a financial consultancy working in Asia with HNW and UHNW clients. In particular, the...

Investment Strategies
19 December 2024

2025 Private Credit Predictions: An Expert Perspective

A 26-year veteran of the alternative investments sphere – including private credit – explains...

Investment Strategies
18 November 2024

US Equities, Dollar Delivers Ringing Endorsement Of Trump. What Now? – WELREX - Part 2

We publish the second part of this analysis which examines the implications of the US presidential...

Investment Strategies
14 November 2024

US Equities And Dollar Have Delivered Ringing Endorsement Of Trump. What Now? – WELREX - Part 1

The first in a two-part detailed analysis about what the financial markets could do in the next...

Alt Investments
4 November 2024

In Troubled Times, What's The Investment Case For Fine Alcohol?

Whether it is fine wine, whisky or cask tequila, there is a case, so advocates for investing say,...

WM Market Reports
15 October 2024

WealthBriefing's Tech And Ops Trends In Wealth Management Research Report

The annual report is an important part of the work that the publisher of this website does in...

Tax
1 October 2024

Non-Doms, Fairness And Family Enterprise – In Conversation With Philip Marcovici

While debate appears open on whether and how the UK's non-dom system will disappear, we talk to a...

Strategy
10 September 2024

With Outsourced CIO Models, There's No Substitute For Experience – SEI

We talk to the Oaks, Pennsylvania-headquartered firm about its outsourced CIO business and the...