News, Comment & Analysis results for Archive

M and A
17 September 2024

JTC Continues Acquisition Spree With Proposed Citi Trust Deal

JTC has made a number of trust company and related sector acquisitions, part of an M&A trend in...

Surveys
17 September 2024

Upcoming Survey Explores Family Offices' Compensation

Having explored family offices' broad trends and projections earlier in 2024, the consultancy is...

Philanthropy
17 September 2024

Tackling Spinal Injuries, Other Major Health Conditions With Venture Philanthropy

Spinal injuries and other problems can be devastating, and for a range of reasons. A serial...

People Moves
17 September 2024

S64 Continues Asia-Pacific Expansion, Names Chief Operating Officer

The appointment of the COO, who is based in Singapore, is part of an expansion drive by the...

Alt Investments
17 September 2024

iCapital Lands HSBC Private Banking As Platform Client

In the first phase, the iCapital integration will take place in Singapore and Hong Kong. ...

People Moves
17 September 2024

GSB Continues To Build Out Dubai Business

The wealth management group, which is also regulated in the UK, has made a number of additions to...

People Moves
17 September 2024

Who's Moving Where In Wealth Management? – Julius Baer, Rothschild & Co

The latest moves, appointments, personnel changes and other adjustments in wealth management and...

People Moves
16 September 2024

LGT's India Wealth Business Expands

The newly-appointed figure comes to the firm from Barclays Private Bank. India continues to be one...

Strategy
16 September 2024

UBS's Wealth Co-Head, APAC President Reiterates Asia's Growth Momentum

The wealth management firm, having recently marked Asia as a big revenue and assets driver, has...

Tax
16 September 2024

Ahead Of US Elections, Tax Expert Eyes Expat Demand

With tax certain to be an important topic in coming weeks ahead of the US elections, for a certain...

Comment & Analysis results for Archive

Compliance
3 July 2017

Wealth Industry Feels The MiFID II Heat; Big Challenges Remain To Be Overcome - Conference

A strongly-attended conference in London recently tried to get to grips with one of the most...

Real Estate
28 June 2017

EDITORIAL COMMENT: LSE Hits Claims That Wealthy Foreigners Hurt Locals In Property Market

The London School of Economics has examined the role of wealthy foreigners in the UK residential...

Tax
21 June 2017

GUEST ARTICLE: A Walk Around The Common Reporting Standard

This article explores some of the issues that continue to arise from one of the most important...

Family Business Insights
6 June 2017

GUEST ARTICLE: Live Wires In The Family Enterprise

This article examines some of the dynamics that shape family-owned businesses, with lessons for...

WM Market Reports
6 June 2017

New Research - External Asset Managers In Asia - New Directions For Rapidly-Expanding Sector

This news service is proud to unveil a major new report on the external asset manager sector in...

Investment Strategies
1 June 2017

INTERVIEW: Harnessing China's "Catch-up" Trade - GAM

GAM, the Switzerland-listed investment house, argues it makes sense to have China equities exposure...

Strategy
31 May 2017

GUEST ARTICLE: "Mindfulness" Makes For Strong Wealth Management Advice - Geneva Private Office

The CEO of V3, a Swiss private office, takes a detour from the conventional terms of finance and...

Investment Strategies
22 May 2017

EDITORIAL COMMENT: Trump's Woes Have Hit Markets But Don't Ignore Fundamentals

US equities, and to some extent, those of other nations have been hit by worries about whether...

Technology
19 May 2017

GUEST ARTICLE: The Cyber Menace And How Wealth Managers Should Face It

Multrees Investor Services, a firm working with wealth managers and other financial groups, has...

Market Research
19 May 2017

New Research: A Snapshot of Portfolio Management Efficiency in Singapore

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