News, Comment & Analysis results for Merrill Lynch

People Moves
25 April 2025

Summary Of Senior Asia-Pacific Moves Wealth Management – February 2025

The latest senior moves roundup; the summary covers a relatively busy month in February, with...

People Moves
5 March 2025

Rathbones AM Targets Asia-Ex Japan, Emerging Markets

The asset manager has made a triple hire, as it focuses on Asia ex-Japan and global emerging...

People Moves
26 February 2025

Who's Moving Where In Wealth Management? – L&G, Forvis Mazars

The latest moves, appointments and personnel changes in the Asia-Pacific wealth management...

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...

People Moves
18 February 2025

WRISE Group Appoints Regional CIO

The newly-appointed figure has held senior positions at firms such as Julius Baer, Bank of America...

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...

Alt Investments
3 December 2024

MSCI Leans Into Wealth Sector With New Indices

Mapping the territory of private market investing can be difficult, but the rewards for capturing...

People Moves
27 November 2024

Citi Wealth Appoints New Chief Investment Officer

There's a new CIO – formerly at BlackRock – at the wealth management arm of the US banking...

Strategy
25 October 2024

Putting Ideas To The Test At Julius Baer's Innovation Lab

During a recent visit to Julius Baer's offices in Singapore, this news service spoke to the head of...

People Moves
2 October 2024

Fiera Capital Bolsters Asian Presence

Headquartered in Montreal, asset manager Fiera Capital creates new senior position to expand its...

Comment & Analysis results for Merrill Lynch

Real Estate
25 September 2013

FEATURE: The Family Vacation Home - A Look At The Intergenerational Issues

The intergenerational issues associated with a family vacation home should be approached in a...

Client Affairs
10 September 2013

INTERVIEW: Wealthy Individuals Mitigating Risks Associated With "Gray Divorces"

For wealthy individuals who are near or at retirement, divorce can be a complex affair, as they...

Investment Strategies
16 December 2011

Global Markets In 2012 Will Be All About Europe, Says BoA Merrill Lynch

The situation in the eurozone will continue to dominate global markets next year, according to...

Surveys
23 June 2011

US Still Leads In Wealth, But Wealth Managers Face Challenges

The US is still home to the single largest segment of high net worth individuals in the world,...

Wealth Strategies
18 August 2010

The Growing Importance Of Behavioral Finance

A number of leading firms including Merrill Lynch, Northern Trust and JP Morgan Chase are in fact...

Investment Strategies
22 January 2009

European Cash Holdings Hit Record High - Merrill Survey

While investors are more becoming more hopeful that growth and inflation will improve, this...

Family Office
10 March 2008

Single Family Offices Look to Alternatives

Merrill Lynch and Campden’s recent European Single Family Office Survey 2008, Preserving Family...

Asset Management
3 August 2007

Banks Seize Global Warming Investment Opportunities

Mounting public concern about the effects of climate change and the attempts of politicians to...

Strategy
23 July 2007

Gorman Positions Morgan Stanley to be "The Next Big Thing" in Wealth Management

Morgan Stanley’s global wealth management operation appears to have more direction now than ever...

Strategy
10 August 2005

Merrill Targets Gay Investors

Merrill Lynch in London believes it can win considerable business among Europe’s wealthy gay...