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Comment & Analysis

11/13/2023

AllianzGI bullish on China as ‘high-quality growth’ will create wealth management demand, CEO Tobias Pross says

Chinese regulators in August granted initial approval to AllianzGI to set up an onshore fund management company, which should start operations next year

11/13/2023

Only 8% Of Millionaires Think They're Rich, Says Survey

The study highlighted that many high-earners are primarily focused on 'safeguarding their accumulated wealth.

11/13/2023

FBN Next Generation Lombard Odier Award 2023 champions young entrepreneurs

The winner of the Intrapreneurship category is Iiro Kankaansyrjä, a Finnish entrepreneur who has transformed his family’s business to create ‘Recycling Agent’, a digital waste handling ecosystem.

11/13/2023

Abrdn closes listed private equity fund after manager joins Lazard

The fund intended to outperform the MSCI World Net Total Return index.

11/13/2023

Channel Islands to benefit from family office outsourcing boom

The Channel Islands have a combined trust wealth of more than £1 trillion, and family offices have been a growing area of expertise for the islands for more than a decade.

11/13/2023

New report highlights latest trends in private wealth sector

The report demonstrates that the desire for the industry to change is there, and that wealth advisers are engaged in the evolving market trends.

11/10/2023

"Philanthropy Past, Present and Future"

Charity Commission Chair gives Dame Shirley lecture at University of Kent

11/09/2023

The Fund: the secrets behind the world’s largest (and weirdest) hedge fund

New York Times journalist Rob Copeland's gripping book exposes the cult-like culture at Ray Dalio's Bridgewater Associates

11/08/2023

UBS Group's Wealth Management Inflows Show September Acceleration

The Swiss bank said it saw $22 billion in net new wealth management money and $33 billion in net new deposits across its global wealth management and personal and corporate banking units.

11/08/2023

Why London is still calling the world's wealthy

Earlier this year, a property on Ashburton Place in Mayfair, London, sold to a private buyer for £38.6mn.

11/08/2023

Global equities: time in the market rather than timing the market

The outlook for global equities is constructive looking into 2024 with an earnings and growth recovery expected.

11/08/2023

Swiss Life continues to grow in the first nine months of 2023

The growth of 5% in local currency was driven by own and third-party products and services as well as advisory business in Germany, while Asset Managers continued to face subdued real estate markets.

11/08/2023

Swiss Fondation Philanthropia named "Grand Mécène de la Culture française"

One of the few Swiss foundations to have been awarded this distinction by the French government, Fondation Philanthropia now enjoys a place among the benefactors of France’s cultural life and heritage.

11/07/2023

Apex Group enters Portuguese market with acquisition

Watermark will become a part of Apex Group’s existing global Corporate Solutions business.

11/07/2023

Global families urged to watch out for local risks

The safest diversification strategies must include business assets, revenue streams and currencies, say wealth managers

11/07/2023

Wealthy defy deglobalisation to diversify into US assets

Investors in Europe and Asia are allocating more of their portfolios outside of their home region

11/06/2023

Higgs & Johnson Hosts Annual Client Seminar

The seminar delivered stimulating sessions on contemporary issues

11/06/2023

Value Partners Fixed Income Investment Outlook

After pausing in June, the Fed raised rates by 25bps in July, and the market priced in odds of another hike by the year-end.

11/06/2023

Henley & Partners and Insignia Join Forces For Global Citizens

Henley Global Citizens is a bespoke «by invitation only» service designed to meet the specific needs of wealthy transnational families, entrepreneurs and investors who do business, invest, and live internationally

11/06/2023

Why there are still active asset managers

In the decade to June 2023, only a quarter of US-based active strategies survived and beat passive alternates.

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