News, Comment & Analysis results for Vie

Investment Strategies
5 February 2025

Japan And India – A View From Chikara

This news service has spoken to a UK-regulated fund management house about its investment approach...

Investment Strategies
4 February 2025

Alquity IM Smiles On India, Smaller Emerging Markets In 2025

Mike Sell, head of global emerging market equities at UK-headquartered Alquity Investment...

M and A
29 January 2025

Evelyn Partners Sells Fund Solutions Business To Thesis

The sale follows Evelyn Partners' review aimed at refocusing the group on its core wealth...

Investment Strategies
24 January 2025

Go For Opportunities Beyond The US, Say Fund Houses

Although US allocations are cornerstone positions for most investors, it remains important – and...

Financial Results
22 January 2025

Assets Rise At UK's Quilter, Inflows Gain

Among other points, the UK firm said it expects to give an update on a review about historical data...

Wealth Strategies
17 January 2025

Natixis IM Positive On US Equities, Alternatives, Gold In 2025

Julien Dauchez, head of portfolio consulting and advisory, and Cecile Mariani, head of global...

Investment Strategies
14 January 2025

EXCLUSIVE: Spotlight On UK, Korean, US Equities – Orbis Investments

Dan Brocklebank, head of UK at Bermuda-based Orbis Investments, discusses why there is value in the...

Investment Strategies
9 January 2025

Standard Chartered Prefers US, Chinese, Indian Equities, Gold In 2025

Details of Standard Chartered’s chief investment office Outlook 2025 report show how investors...

Company Profiles
8 January 2025

Lombard Odier Leans Into Middle East Growth Story

This news service recently met with the Swiss bank in Dubai to discuss its strategy, views about...

Investment Strategies
6 January 2025

UBS Says Investors Should Be Defensive On Chinese Stocks – Media

As 2025 gets under way, the wealth management heavyweight says investors should take a cautious...

Comment & Analysis results for Vie

Company Profiles
16 July 2024

Guiding Advisors From Start To Finish – The View From Benchmark Capital

Part of Schroders, Benchmark Capital explains how it works with IFAs and other wealth...

Strategy
19 February 2024

IQ-EQ Says US Wealth, Family Offices Sector Holds Big Opportunities

We talk to the group about its views on the potential, and the needs, of sectors such as US family...

Philanthropy
2 February 2024

Making An Impact - In Conversation With Big Issue Group's Nigel Kershaw

WealthBriefing talks to a prominent figure in the UK philanthropy/impact investing world, involved...

Compliance
15 December 2023

Handling HNW Clients' Data Via Tokenization – An Overview

Banks and other players in the wealth management space transfer data across borders – a fact...

Philanthropy
7 December 2023

Philanthropy In Testing Times: A Transatlantic Perspective

Whether it is sunset clauses on foundations, arguments about purpose, help with clients about...

Trust Estate
26 June 2023

INTERVIEW: Wealth Managers Must Get Proactive About Handling Elder Abuse

This news service talks to a UK-based law firm about the problem of "elder abuse" – a term...

Practice Strategies
12 June 2023

Banking, Wealth Sector In Ferment – A Talent Management Overview

What makes a good wealth manager, and what are the skills and qualities in demand today, and what...

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...

Compliance
21 March 2023

Developments In Private Bank RegTech – Views From The Experts

Regulatory technology – software that a private bank has to use in order to produce information...

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...