This brief interview is a taster of the commentary and insight gathered by this publication in advance of a report into how AI is shaping the wealth management industry. For ING, a central test of AI ...

JP Morgan Asset Management has raised its forecast annual return for a US dollar 60/40 stock-bond portfolio to 7 per cent over the next 10 to 15 years, up from 6.4 per cent in last year’s edition.

Deutsche Bank ’s private bank has appointed Cynthia Lai as head of managed investments, emerging markets, effective yesterday. She reports to Vivienne Chia, global head of investment solutions, ...

Germany's DWS has opened a liaison office in Jeonju, South Korea, the city where the National Pension Service is headquartered, to strengthen its relationship with the pension fund.

This year’s Julius Baer Family Barometer Report examines the priorities and challenges facing ultra-high net worth families. It draws on responses from more than 700 financial professionals worldwide ...

France’s Natixis Corporate & Investment Banking (Natixis CIB) is extending its global Investment Banking & Real Assets (IBRA) and M&A capabilities in Tokyo, Japan, subject to obtaining approval ...

The Association of Independent Wealth Managers Singapore (AIWM) has welcomed its newly-elected committee that will operate for the 2026 to 2028 term.

A live poll of the audience by the German bank’s chief investment officer Christian Nolting found that 23 per cent of those present regarded inflation as the largest risk to economic growth; 17 per ...

With offices in Dubai, India, Singapore, London, Zurich and Australia, Klay is already in many of the main wealth management hubs and Switzerland is now part of the mix, Arjun Anand (main picture), ...

Shares in Indonesian equities fell yesterday, adding to recent losses, after MSCI said late last week that it was consulting on a proposal to reclassify the MSCI Indonesia Indexes from “Emerging ...

As AI makes investment information easier to retrieve and summarise, Maryann Selfe believes the value of an advisor’s judgment becomes more apparent. Selfe drew a distinction between making ...

Julius Baer has appointed Francis Hoefman (pictured) as chief human resources officer (CHRO) and member of its global wealth management committee, effective 11 January 2027. She will succeed Guido ...