News, Comment & Analysis results for Archive

Investment Strategies
19 November 2024

EXCLUSIVE: Spotlight On European Long Only Equity Market – Landsdowne

Daniel Avigad, who runs Lansdowne’s $2.7 billion European long only strategy, shares his insights...

Investment Strategies
18 November 2024

Why J Stern & Co Stays Optimistic In Turbulent Times

The investment partnership – born out of a family office with origins in Europe, and now reaching...

ESG
18 November 2024

EXCLUSIVE: Edmond De Rothschild AM Pessimistic About COP29 Outcome

After two disappointing years, Jean-Philippe Desmartin, head of responsible investment at Edmond de...

M and A
18 November 2024

Amundi Buys Technology Firm, Bolsters Geographic Reach, Capabilities

Tens of thousands of advisors use aixigo's services for client onboarding, to build asset...

Surveys
18 November 2024

High Net Worth Individuals Optimistic On Wealth Growth – HSBC

HSBC Global Private Banking has just published the “Global Entrepreneurial Wealth Report...

New Products
15 November 2024

What’s New In Investment, Funds? – Janus Henderson, WineFi, Lympid

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

Strategy
15 November 2024

Ocorian Builds German Presence

The business already has a presence in Germany via a subsidiary which provides loan agency and bond...

People Moves
15 November 2024

Who’s Moving Where In Wealth Management? – Barings, Cripps, Chelverton AM, Others

The latest moves, appointments and personnel changes among wealth management and related...

Investment Strategies
15 November 2024

AI To Continue To Be Key Theme In Equities In 2025 – BNY Investments, UBS WM

New York headquartered BNY Investments and Switzerland’s UBS Global Wealth Management share their...

People Moves
14 November 2024

Who’s Moving Where In Wealth Management? – Schroders Personal Wealth, Syz Capital

The latest moves, appointments and personnel changes among wealth management and related...

Comment & Analysis results for Archive

Surveys
4 September 2020

Family-Owned Businesses Withstand COVID Assaults

Credit Suisse Research Institute has published its latest findings on the resilience of...

Trust Estate
1 September 2020

Should Trustees Be Worried About Global Warming?

What should those who hold and run trusts think about climate change and the consequences that are...

Reports
21 August 2020

WEALTH TALK: Focus On Bank Results, Life After LIBOR

The latest Wealth Talk video covers the results of banks - and how some of them have been able to...

Banking Crisis
20 August 2020

Life After LIBOR: What Benchmark Changes Mean For Wealth Managers

A relatively small circle of Tier 1 banks may be on top of changes to the LIBOR inter-bank interest...

Art
19 August 2020

Stored Away: There's So Much Art Available For Market

We talk to Overstone Art Services, a UK-based organisation, about the state of the world's fine art...

Family Office
18 August 2020

WEALTH TALK: Focus On Highworth Research And Single Family Offices

This news services links up with the research firm's founder to talk about the wins and losses of...

Trust Estate
12 August 2020

Law Of Unintended Consequences - Inheritance And The Pandemic

Mistakes over estate planning come to light when, as a result of COVID-19, families can be hit with...

Philanthropy
10 August 2020

Top Considerations When Setting Up Charitable Endowments

Setting up a charitable endowment or foundation is a rewarding experience, but one that family...

WM Market Reports
4 August 2020

Winning Women In Asia-Pacific - Two Leaders Speak

This publication takes a walk around the topic of how women are gaining power as earners, creators...

Alt Investments
3 August 2020

We Need To Talk About Gold: The Price Surge

The gold price is flirting with the $2,000 per tonne level and a number of forces have been pushing...