News, Comment & Analysis results for Moneta

Investment Strategies
February 7, 2025

Swiss Bank Favors US Over EU, Emerging Market Equities

Geneva-headquartered global wealth and asset manager Lombard Odier has just published its latest

Client Affairs
January 31, 2025

US Data, European Rate Cut Highlight Transatlantic Divergence

After the European Central Bank cut interest rates and the US Federal Reserve put theirs on hold,

Investment Strategies
January 24, 2025

US Remains Cornerstone Holding, But Look Abroad More, Say Fund Managers

Although many wealth managers have indicated a preference for US equities in 2025, after US

Compliance
January 16, 2025

Financial Regulators Turn Up Heat On Miscreants

The reports looked at a range of different types of financial misconduct, failure and outright

Family Business Insights
January 15, 2025

BOOK REVIEW: Exit Rich Beyond Money, By Noah Rosenfarb and Peter Culver

Brimming with actionable ideas, the book is aimed at people contemplating selling, floating or

Investment Strategies
January 15, 2025

Stonehage Fleming Positive On US Equities In 2025, Cautious On Europe, China

Peter McLean, head of multi-asset portfolio solutions at Stonehage Fleming, advisor to families and

Investment Strategies
January 9, 2025

European Investment House Enhances Positive Stance On US Equities In 2025

The Amundi Investment Institute, part of European asset manager Amundi, has just released its

People Moves
January 9, 2025

Partners Capital Unveils Promotions, Raft Of Appointments

The firm looks after more than $60 billion in AuM for client groups such as family offices.

Alt Investments
January 9, 2025

Collectibles As Alternative Safe Haven: Risks, Estate Planning Strategies

Collectibles such as fine art, rare classic cars or wine have their own appeal beyond monetary

Surveys
January 6, 2025

Largest Investor Risks In 2025: Trade Wars, Inflation, Equity Concentration – Survey

Asset Risk Consultants has just released its global sentiment survey of 98 wealth management chief

Comment & Analysis results for Moneta