News, Comment & Analysis results for Archive
Wealth, Asset Management Revenues Rose At Goldman Sachs In 2024
The US firm reported a broadly stronger set of financial results across its business, including...
St James's Place Smiles On Small-Cap, Emerging Market Equities
Justin Onuekwusi, chief investment officer at UK wealth manager at St James's Place, shares his...
Financial Regulators Turn Up Heat On Miscreants
The reports looked at a range of different types of financial misconduct, failure and outright...
Stonehage Fleming Positive On US Equities In 2025, Cautious On Europe, China
Peter McLean, head of multi-asset portfolio solutions at Stonehage Fleming, advisor to families and...
Who’s Moving Where In Wealth Management? – 7IM, Periskop Partners, Appleby
The latest moves, appointments and personnel changes among wealth management and related...
Brown Advisory Names New Co-Chief Executive
US-based investment manager Brown Advisory, which has about $170 billion in assets under...
Personalisation Of Wealth No Longer A Niche Play – MSCI
The days when closely tailored investment and wealth services were for those at the top of the...
UBP Appoints Market Head For Philippines
The Swiss private bank said the Philippines has always been a market it wants to grow as part of...
Summary Of Executive Moves For Global Wealth Management – November 2024
A roundup of moves in the world's wealth management industry. There were a number of senior changes...
Advisors Prioritise Diversification; Lean Into Private Markets – Blackstone Survey
The survey of advisors finds that what they and their clients are most focused on is spreading...
Comment & Analysis results for Archive
Achieving Digital Experience Goals With Technology
The author of this article – the second in a series – argues that even in difficult...
Where Next For Banks And Digital Assets?
The rout in prices of cryptocurrencies and certain entities last year shook the sector and has left...
Dubai Government Doubles Down In Attracting Onshore, Offshore Wealth
We talk to the government in Dubai – at its economic and tourism department – about its...
How Can HNW Individuals Benefit From Litigation Funding Boom?
Litigation funding is an area that can make headlines when a major court case hits the headlines....
New BVI Act Provides Clarity On Virtual Assets
In December, legislation was introduced in the British Virgin Islands for virtual assets. The...
The Mauritius-Dubai Connection Holds Big Potential – MCB
We talk to Mauritius Commercial Bank about its foray into the Middle East and its Dubai operations....
Exclusive: Wealth Management 2.0 – The Big Opportunity That Only Technology Can Deliver
Camille Vial, who is the CEO of Mirabaud, the Swiss private bank, and Max Chuard, CEO of Temenos,...
Emerging Markets In 2023: Short-Term Pain Before Long-Term Gains
LGT Wealth Management joins the chorus of firms talking about investment issues and challenges at...
Focus On Investment Opportunities In India – Lombard Odier
Stéphane Monier, chief investment officer at Swiss private bank Lombard Odier in Geneva, discusses...
The Power Of Nuptial Agreements In English Courts
As the authors of this article explain, nuptial agreements are not automatically binding in the...
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