Latest Comment & Analysis

ESG
9 May 2024

EXCLUSIVE: Spotlight On Regenerative Agriculture, Forestry – SLM Partners

Paul McMahon, a co-founder and managing partner of asset manager SLM Partners, discusses why there has been higher investor interest in regenerative agriculture and forestry recently and why it has potential to ...

Offshore
17 April 2024

How Citizenship/Residency-By Investment Programmes Evolved - And What's Next

A marker for globalisation and the degree of unfettered movement that people enjoy, the market for so-called "golden visas" - has developed rapidly since early days when dominated by a handful of jurisdictions. ...

Investment Strategies
5 March 2024

Managing Autocracy Risk Is Big Wealth Protector

A quick perusal of news headlines underscores why the risk of holding firms exposed to dictatorships, seizure of assets, sanctions and disruptions must be closely managed, to an extent that arguably is not yet f...

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 offices. The firm has been in expansion mode worldwide, including North America. ...

Strategy
16 February 2024

Singapore's Seviora Capital Intensifies Focus On Asian Food, Agriculture

Asia, which is home to 60 per cent of the world’s population, will need to produce more using fewer resources to feed its growing population. ...

Wealth Strategies
15 February 2024

Money Market Funds Get Chance To Shine

A variety of forces have encouraged large inflows into money market funds, for example in the US. We talk to Aviva Investors, which runs a series of funds in the sector, about what's driving growth and why poten...

Latest News

Surveys
21 May 2024

Affluent Asian Parents Look Abroad For Education, Flinch At Cost – HSBC

Banks such as HSBC know that affluent/HNW clients look to them for advice about the financial aspects of such international education. ...

Asset Management
21 May 2024

What's New In Investments, Funds? – Alumia, Chikara

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

People Moves
21 May 2024

Lloyds Names New MD, Head Of Asset, Wealth Managers

The newly-formed role is within the UK bank's corporate and institutional business. Separately, two internal appointments have also been made in this side of the group. ...

People Moves
21 May 2024

Who’s Moving Where In Wealth Management? – Oakglen Wealth, CG Asset Management, GSB

The latest moves and appointments in wealth management in the UK, the rest of Europe, the Middle East and other select locations. ...

Wealth Strategies
20 May 2024

J Stern & Co Likes Today's "Shovel Provider" Firms In Tech Play; Smiles On Industrials

This news service speaks to an investment partnership – born out of a family office – with origins in Europe, and now reaching to the US. It explains how it plays the AI story, and other trends that are turn...

Wealth Strategies
20 May 2024

BOOK REVIEW: How Nations Escape Poverty, By Rainer Zitelmann

A prolific author and commentator about attitudes on wealth, inequality, capitalism and sources of enterprise has done it again with an entertaining and instructive book that focuses on the achievements of Polan...