News, Comment & Analysis results for Archive

Family Office
23 September 2024

Focus On Wealth Transfer, Family Harmony No Surprise Today – Citi Private Bank

Last week this news service interviewed the private bank about its global survey of family offices'...

Investment Strategies
23 September 2024

Asian Markets Mostly Well Positioned After Fed Rate Cut, US Dollar Less Favoured – Wealth Managers

Wealth and asset managers continued to pick through the consequences of the US central bank's rate...

Technology
23 September 2024

Digital Digest: The Latest Tech News – Itaú Private, Addepar

The latest technology news in the wealth management sector from around the world. ...

People Moves
23 September 2024

Who’s Moving Where In Wealth Management? – Mishcon de Reya

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

People Moves
20 September 2024

Deutsche Bank Names New Wealth, Private Banking Head For Germany

There is a new head for the German wealth and private banking operation at the Frankfurt-listed...

M and A
20 September 2024

Vontobel Acquires Client Book From Switzerland's IHAG Privatbank

The financial terms, and size of the client book, were not disclosed. ...

Fund Management
20 September 2024

GAM Partners With Swiss Commodities Specialist

GAM has been busy reconfiguring its business in recent months. ...

Asset Management
20 September 2024

What's New In Investments, Funds? – AXA IM, Schroders Capital, Carmignac

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

Investment Strategies
20 September 2024

US Fed Cuts Interest Rates By 50 Basis Points – Wealth Managers React

Wealth managers have for some months pondered the asset allocation implications of a cut to US...

Family Office
19 September 2024

Family Offices Dig Into Cash Coffers, Increase Equities, Bonds Exposures – Citi Private Bank

The study of views in the family offices sector sheds light on the asset allocation and risk...

Comment & Analysis results for Archive