News, Comment & Analysis results for Archive

WM Market Reports
1 December 2023

OPINION OF THE WEEK: UBS Billionaire Data Gives Lessons, Warnings

An annual report about the nature of billionaire wealth around the world should jolt firms into...

Strategy
1 December 2023

Morningstar Wealth Favours Bonds In 2024

Morningstar Wealth has published its 2024 outlook this week, with insights from Dan Kemp, global...

New Products
1 December 2023

What’s New In Investments, Funds? – Dimensional, Asset Value Investors

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

People Moves
1 December 2023

Who's Moving Where In Wealth Management? – ALFI, JM Finn, Liontrust, Others

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

WM Market Reports
30 November 2023

Inheritors Overtake Creators As Billionaires – UBS Study

For the first time in nine editions of the report, billionaires have accumulated more wealth...

ESG
30 November 2023

As COP 28 Begins, Quaero Capital Outlines Top ESG-Focused Stock Picks

As investors face a number of challenges, notably climate change, Geneva-based asset management...

People Moves
30 November 2023

StanChart Names DPM, Asset Allocation Head

The bank said that the new appointee will play a key role in enhancing its portfolio management...

People Moves
30 November 2023

Renowned US Investment Figure Charlie Munger Dies, Aged 99

Munger's influence on investors spread far beyond the shores of the US. A business partner with...

People Moves
30 November 2023

LGT Appoints New Global Stewardship Lead

The UK wealth management firm continues to push its sustainability credentials. ...

ESG
30 November 2023

UK Advisors Combine To Raise Sustainability Engagement

The power of combination is demonstrated, so the UK advisors say, when it comes to engaging with...

Comment & Analysis results for Archive