CW and RW

Analyst Comment

Will Trump disruption or tax policy end up driving offshore flows?

Trump’s previous administration focused on major tax cuts.

GlobalDataFinancialServices

Analyst Comment

2024 US Election: Wealth managers need to invest in their crypto asset offerings

Analyst Comment

ESG will remain a key long-term wealth manager priority despite Trump re-election

Comment

HSBC reorganisation to give it even greater wealth management focus

Analyst Comment

Chinese HNW individuals are looking for advice as tax officials come knocking

Analyst Comment

India overtakes China in MSCI index as demand for Indian stocks surges

Analyst Comment

Maybank’s myimpact Invest campaign: a different approach to engage Gen Z investors

Analyst Comment

Greenwashing in banking: fact or just a facade?

Analyst Comment

Investor education is key to drive investment uptake in lower wealth bands in the UK

GlobalDataFinancialServices

Analyst Comment

Is money the real culprit of climate change?

GlobalDataFinancialServices

Analyst Comment

As generative AI adoption expands in the wealth space, robust regulation will be essential

Patrick Brusnahan

Analyst Comment

Growing household wealth will spur revolution in India’s wealth management space

GlobalDataFinancialServices

Analyst Comment

COP27: Have we committed to our goals?

Strategic Intelligence

Analyst Comment

What in the world has happened since COP27?

Strategic Intelligence

Analyst Comment

DNS-based attacks back from the cold

Strategic Intelligence

Analyst Comment

The use of IoT across the financial services sector has hit maturity

Strategic Intelligence

Analyst Comment

Talent retention is the top staffing concern for wealth managers

GlobalDataFinancialServices

Analyst Comment

Morgan Stanley’s generative AI-based virtual assistant will enhance the group’s operational efficiency

GlobalDataFinancialServices

Analyst Comment

Pessimism reigns across the wealth management industry

GlobalDataFinancialServices

Analyst Comment

Asia-Pacific wealth assets powered H1 2023 growth at DBS

GlobalDataFinancialServices

Analyst Comment

UBS’s integration of Credit Suisse presents opportunities for smaller wealth managers in Asia-Pacific

GlobalDataFinancialServices

Analyst Comment

Rising domestic holdings among non-resident Indians should be a key focus for Indian wealth managers

GlobalDataFinancialServices

Analyst Comment

DAX index reaches record high as European markets outperform US counterparts

GlobalDataFinancialServices

Analyst Comment

JPMorgan Chase’s acquisition of First Republic highlights strong intentions for its wealth management division

GlobalDataFinancialServices

Analyst Comment

Singaporean wealth management fees are set for weak growth in 2023

GlobalDataFinancialServices

Analyst Comment

European wealth management: tech race is driving competition

Patrick Brusnahan

Analyst Comment

India’s new tax regime: saving via high-value insurance policies will take a hit

GlobalDataFinancialServices

Analysis

Credit Suisse rescue sees global private banking space become worryingly concentrated

GlobalDataFinancialServices

Analysis

Credit Suisse: Investors fear weak management not liquidity

GlobalDataFinancialServices

Analysis

Not OK Boomers: Aussie baby boomer investors hit hardest by slow growth and inflation

GlobalDataFinancialServices

Analysis

US bank runs are an acquisition opportunity for private wealth managers

GlobalDataFinancialServices

Analysis

As China’s financial markets open up, the risks and rewards are huge for wealth managers

GlobalDataFinancialServices

Analysis

Wealth tax: revenue-hungry governments once again eyeing wealth taxes

GlobalDataFinancialServices

Analysis

Crypto’s long winter: contagion emphasises crypto’s fragility as regulators step in to protect consumers

GlobalDataFinancialServices

Analysis

Inflation in 2023: wealth managers prepare to prove their credentials

GlobalDataFinancialServices

Analysis

Edinburgh Reforms: rare good news for crypto investors

GlobalDataFinancialServices

Analysis

Edinburgh Reforms: signs are positive for UK wealth management

GlobalDataFinancialServices

Analyst Comment

Australian banks penalise new mums, further contributing to wealth inequality

Douglas Blakey