News, Comment & Analysis results for Moneta

Investment Strategies
August 4, 2025

Focus On Lack Of India, Swiss-US Trade Deal; S Korea Agreement

After Switzerland failed to reach a trade agreement with the US last week and faces the highest

Client Affairs
July 31, 2025

Wealth Managers React As Fed Keeps Rates On Hold

After the US Federal Reserve kept interest rates on hold at 4.25 to 4.50 per cent on Wednesday, its

Wealth Strategies
July 29, 2025

OPINION OF THE WEEK: Concentration Risk Endures, But Possibly Less Severe

For all the sound and fury of political events this year, one theme emerging is that the

Compliance
July 14, 2025

RIAs Face "Added Burdens" As Deadline For New AML Rule Looms

Delving into the details, we report that forthcoming and formidable US regulatory requirements mean

New Products
July 3, 2025

KKR Rolls Out Financial Advisory Platform In Singapore

The US-listed investments group is building its connections to financial advisors.

Alt Investments
June 30, 2025

Biggest Fans Of Alternatives? Family Offices, UHNW Clients

Whatever questions arise about the increased noise around private markets – aka "alternatives"

Investment Strategies
June 23, 2025

Investment Managers Calm After US Middle East Action

After the US formally entered the Israel-Iran conflict over the weekend, wealth managers discuss

Investment Strategies
June 23, 2025

French Asset Manager Shifts To European, Emerging Market Bonds, Cools On US

Together with German asset manager DWS, French asset manager Amundi has outlined its mid-year

Investment Strategies
June 17, 2025

Carmignac Favors Moving Assets Outside US

French asset manager Carmignac shares its insights on the economic outlook for the second half of

Family Office
June 16, 2025

Are Family Offices The Next Liquidity Crisis?

The author argues that while family offices have historically operated without too much regulatory

Comment & Analysis results for Moneta