News, Comment & Analysis results for Strategy

March 20, 2024

A Stock Picker’s Guide To 2024 – PineBridge Investments

Rob Hinchliffe, portfolio manager, head of global sector cluster research at US asset manager

March 19, 2024

European Wealth House Positive On Fixed Income, Neutral On Equities

Benjamin Melman, chief investment officer at Paris-based Edmond de Rothschild Asset Management,

March 18, 2024

From The Editor's Chair: Geopolitics, AI, Talent Management And Compliance

The editor looks back at the past two months, which have been an eventful start to 2024, and gives

March 18, 2024

Oil Price Rise Highlights Market Risks For investors – UBS WM

After the price of Brent crude oil rose, on the back of falling US inventories and Ukrainian drone

March 15, 2024

Soft Landing Expected In 2024 But No Recession – Northern Trust

The world economy has defied predictions of a post-pandemic recession, despite high interest

March 6, 2024

Wealth 3.0 "SWOT" For Advisors

The author of this article – a family enterprise advisor, author, lecturer, tech entrepreneur and

March 4, 2024

Spotlight On Opportunities In Oil, Energy Stocks, Gold, Hedge Funds – UBS WM

UBS Global Wealth Management discusses how investor sentiment is susceptible to a range of economic

March 4, 2024

The Talent War: A First Person Report From The Front Lines

Our US correspondent writes about the efforts by wealth managers to find and keep talent to ensure

February 21, 2024

Hedge Funds' Role In Mitigating Risks – UBS WM

UBS Global Wealth Management discusses hedge funds' performance in 2023 and the outlook for 2024,

February 20, 2024

Create “Coaching Culture” To Build Skills For Sustainable Family Wealth

Coaching can provide a mindset and build a framework for a successful family – for all

Comment & Analysis results for Strategy

July 21, 2021

Diversity, Equity And Inclusion Increasingly On Clients' Request Lists - Tiedemann Advisors

The US wealth management firm speaks to FWR about its approach to DEI issues, and why they matter

July 7, 2021

UBS Adds To Home-Or-Office Working Debate - Editorial Comment

Some of the world's largest financial institutions appear to be taking very different approaches to

March 8, 2021

Israel's Accord With The UAE Brims With Private Banking Potential - Citigroup

The "Abraham Accords" between Israel, the UAE, Bahrain and Morocco create important opportunities

February 11, 2021

WEALTH TALK: Focus On Client Segmentation Strategy

This news service talks to a nationwide US wealth manager about the approach it takes to client

January 20, 2021

BOOK REVIEW: Free Lunch Thinking By Tom Bergin

A new book by a UK journalist challenges a number of economic ideas that he says have damaged

January 6, 2021

A Rich Menu: The Colony Group's CEO Trumpets Segmentation Stance

An enduring debate in wealth management is how advisors should segment clients, or should they at

September 1, 2020

How Growth-Minded Investment Managers Can Thrive In New Landscape

The wealth and investment management sector has been heavily tested by the coronavirus. Markets

August 11, 2020

How Recruiting For Wealth Management Looks Right Now

We look across the wealth management jobs market to examine recruitment trends, remuneration and

August 10, 2020

M&A Highlights Why Divestment, Exits Aren't Always Negative Acts

For every merger or acquisition, another firm has decided to sell up, or spin off a business unit.

June 23, 2020

How, When Do Wealth Managers Return To Offices?

A big question that businesses of all kinds face right now is when is the right time to return to